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Barron's Advisor

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

  1. -3 J

    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

  2. 12 NOV.

    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

  3. 5 NOV.

    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

  4. 29 OCT.

    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

  5. 22 OCT.

    Jackie Insinger: Positive Psychology Is the Key to Motivate Employees

    The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive. Host: Greg Bartalos.

    26 min

  6. 15 OCT.

    Ramesh Srinivasan: The Power of Purpose-Driven Leadership

    The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP.

    35 min

  7. 8 OCT.

    Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025

    State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos.

    36 min

  8. 1 OCT.

    Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year

    Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP.

    49 min
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À propos

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 - 2024
  • Épisodes
    218
  • Classification
    Tous publics
  • Copyright
    Copyright © Dow Jones & Company, Inc. All rights reserved.
  • Site web de l’émission
    Barron's Advisor

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