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

  1. -2 J

    Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI

    The chief investment officer at Pence Wealth Management expects that strong earnings and lower interest rates will lift the S&P 500 next year and particularly benefit smaller stocks. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

    48 min
  2. Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen

    9 OCT.

    Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen

    The Morgan Stanley managing director explains how advisors can serve multigenerational clients and cater to their ever-changing priorities while helping them achieve their goals. Learn more about your ad choices. Visit megaphone.fm/adchoices

    23 min

  3. 7 OCT.

    David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire

    What financial advisors and entrepreneurs can learn from Yvon Chouinard and Patagonia’s paradoxical approach to capitalism, profit, and purpose. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    42 min

  4. 30 SEPT.

    Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams

    The executive director of the Women's Leadership Alliance discusses the importance of providing a clear career path to employees and creating a company culture that prioritizes trust and belonging. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

    23 min
  5. Ritik Malhotra: Independence, Culture, and AI | Next Gen

    25 SEPT.

    Ritik Malhotra: Independence, Culture, and AI | Next Gen

    “There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealth, who also discusses how to establish a strong team culture and effectively use AI.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    23 min

  6. 23 SEPT.

    Matt Reiner: Practical AI Use Cases for High-Growth RIAs

    Capital Investment Advisors’ managing partner shares a clear-eyed look at what’s hype, what’s working, and how to experiment safely with AI. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    57 min

  7. 16 SEPT.

    Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI

    The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    28 min
  8. Ariana Bhatia: Investing for Multigenerational Families | Next Gen

    11 SEPT.

    Ariana Bhatia: Investing for Multigenerational Families | Next Gen

    The Merrill Lynch private advisor discusses how different generations approach their investment portfolios, why private investments are often misunderstood, and why they are so important to offer clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Informations

  • Chaîne
    Barron's
  • Création
    Barron's Advisor
  • Années d’activité
    2020 - 2025
  • Épisodes
    285
  • Classification
    Tous publics
  • Copyright
    Copyright © Dow Jones & Company, Inc. All rights reserved.
  • Site web de l’émission
    Barron's Advisor

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