197 episodes
Barron's Advisor Barron's
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- Business
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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'Resistance Money’: Decoding Bitcoin’s True Value Proposition
The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.
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Joe McQuaid: How to Build the Best Tech Stack for Your RIA
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.
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Rick Kent: How I Scaled My RIA Into a $10 Billion Firm
Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.
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Cozy Wittman: Mastering the Brutal College Planning Process
Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.
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Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.
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Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’
Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.