Barron's Advisor

Barron's
  • 4.5 (6)
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  • UPDATED BIWEEKLY
Barron's Advisor

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

  1. DEC 17

    Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025

    Sanctuary Wealth’s chief investment strategist explains why she thinks we’re in the “golden age of investing.” Host: Greg Bartalos.

    34 min

  2. DEC 10

    Nikolee Turner: Mastering the Three-Phase Framework for M&A Success

    Schwab’s head of business consulting shares actionable strategies to help you maximize value and minimize regret when buying, selling, and integrating a firm. Host: Steve Sanduski, CFP.

    33 min

  3. DEC 3

    Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea’

    The world’s most recognized brands didn’t begin as large companies. Advisors should take note, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.

    25 min

  4. NOV 26

    Melinda Bremley: How to Assess and Hire Top Talent for Your RIA

    The Chapman & Co. Leadership Institute partner demystifies the keys to assessing and developing effective leaders at all levels of your organization. Host: Steve Sanduski, CFP.

    44 min

  5. NOV 19

    Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors

    The senior advice strategist at Vanguard’s Investment Advisory Research Center discusses how advisors can best serve next-gen clients amid a $84 trillion wealth transfer. Host: Greg Bartalos.

    30 min

  6. NOV 12

    Carley Dillon: How We Consistently Deliver Over 15% Organic Growth

    Brighton Jones’ chief experience officer details how individual accountability and a focus on metrics consistently drive rapid growth. Host: Steve Sanduski, CFP.

    53 min

  7. NOV 5

    Keith Jacoby: How to Build and Lead a Large Wealth Management Firm

    With 30 years of industry experience, the CEO of Clarity Wealth—and “self-confessed process geek”— shares his best advice for advisors in leadership positions. Host: Ray Sclafani.

    49 min

  8. OCT 29

    Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race

    How meticulous planning, trust in his team, and a commitment to shared values enabled a legendary sailor to overcome unimaginable challenges. Host: Steve Sanduski.

    37 min
See All (222)

Ratings & Reviews

4.5
out of 5
6 Ratings

About

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

Information

  • Channel
    Barron's
  • Creator
    Barron's Advisor
  • Years Active
    2020 - 2024
  • Episodes
    222
  • Rating
    Clean
  • Copyright
    Copyright © Dow Jones & Company, Inc. All rights reserved.
  • Show Website
    Barron's Advisor

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