Barron's Advisor

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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. 6 DAYS AGO

    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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 24 SEPT

    Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth

    The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos. She also discusses the unsung power of annual client surveys and RFG Advisory’s initiatives to help women. Host: Greg Bartalos.

    28 min

  8. 17 SEPT

    Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients

    Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP.

    43 min
See All (216)

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
    216
  • Rating
    Clean
  • Copyright
    Copyright © Dow Jones & Company, Inc. All rights reserved.
  • Show Website
    Barron's Advisor

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