195 episodes

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

Barron's Advisor Barron's

    • Business

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

    Rick Kent: How I Scaled My RIA Into a $10 Billion Firm

    Rick Kent: How I Scaled My RIA Into a $10 Billion Firm

    Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.

    • 36 min
    Cozy Wittman: Mastering the Brutal College Planning Process

    Cozy Wittman: Mastering the Brutal College Planning Process

    Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos. 

    • 36 min
    Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed

    Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed

    The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.

    • 40 min
    Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’

    Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’

    Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.

    • 37 min
    Jeff Brown: How to Successfully Transition From Advisor to CEO

    Jeff Brown: How to Successfully Transition From Advisor to CEO

    The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos. 

    • 19 min
    Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth

    Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth

    How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.

    • 35 min

Top Podcasts In Business

BiggerPockets Money Podcast
BiggerPockets
The Diary Of A CEO with Steven Bartlett
DOAC
Blessed + Bossed Up
Anchored Media Network
A Book with Legs
Smead Capital Management
Girls That Invest
Girls That Invest
Social Dallas Podcast
Social Dallas Church

You Might Also Like

Barron's Live
Barron's Live
Barron's Streetwise
Barron's
Investing Insights
Morningstar
Financial Advisor Success
Michael Kitces
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®

More by Barrons

Barron's Streetwise
Barron's
Numbers by Barron's
Barron's
Barron's Live
Barron's Live
The Readback
Barron's