88 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 Barrons

    • Business

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

    Harnessing the Energy of Money

    Harnessing the Energy of Money

    Dr. Maria Nemeth discusses how to develop a healthy and powerful relationship with money that ultimately leads to living a fulfilling life as a hero's journey.

    • 42 min
    Sports Memorabilia Offer 'Immense' Upside for Wealth Management Firms

    Sports Memorabilia Offer 'Immense' Upside for Wealth Management Firms

    Advisors are missing out on an opportunity to help themselves, their firms, and their clients, argues Howard Epstein, a wealth management advisor and sports memorabilia expert.

    • 43 min
    15 Top Insights From 2021's Actionable Intelligence Podcast

    15 Top Insights From 2021's Actionable Intelligence Podcast

    Steve Sanduski shares key insights from Season 1 of The Way Forward: Actionable Intelligence podcast and how you can apply them to your practice.

    • 51 min
    Michael Kitces on Fees, M&A, and the RIA Model's 'Compounding Growth'

    Michael Kitces on Fees, M&A, and the RIA Model's 'Compounding Growth'

    The co-founder of the XY Planning Network says the growth trend for registered investment advisor firms is "almost inevitable."

    • 36 min
    Ric Edelman Talks Bitcoin, Digital Assets and Wealth Management

    Ric Edelman Talks Bitcoin, Digital Assets and Wealth Management

    Historically, advisors were routinely asked "why are you recommending Bitcoin?" says the founder of the Digital Assets Council of Financial Professionals. "The question is now becoming, why aren't you?"

    • 47 min
    Practical Ways to Build a More Diverse and Inclusive Organization

    Practical Ways to Build a More Diverse and Inclusive Organization

    Rohit Bhargava, founder of the Non-Obvious Company and Ideapress Publishing, also discusses how to host and participate in events that exemplify diversity and inclusion.

    • 40 min

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