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

  1. 3 g. temu

    Evan Vladem: How I Mix a Passion for Sports With Financial Advice

    The Associated Investor Services advisor describes how building a team around a shared interest can establish identity-based trust and deepen relationships with clients and prospects. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

    42 min

  2. 30 cze

    Mary Beth Franklin: Social Security, Medicare, and Smarter Planning

    The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    39 min

  3. 23 cze

    Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations

    “For a premium valuation in the independent space, you have to have an integrated model,” and organic growth's impact on valuation is “huge" says the CEO. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

    39 min

  4. 16 cze

    Bob Pisani: Why Great Advice Is About Behavior, Not Bets

    The former CNBC senior markets correspondent distills 35 years of reporting into what advisors need to know about client behavior and investment success. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    44 min

  5. 9 cze

    Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent

    Wealth management firms should provide mentorship opportunities and transparent career paths, says Merit Financial Advisors' executive vice president of financial planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

    39 min

  6. 2 cze

    Lisa Westermark: How to Seamlessly Hand Off Client Relationships

    The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    44 min

  7. 26 maj

    Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know

    The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    18 min

  8. 19 maj

    Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients

    The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    41 min
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O programie

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

Informacje

  • Kanał
    Barron's
  • Twórca
    Barron's Advisor
  • Lata aktywności
    2020 - 2026
  • Odcinki
    300
  • Klasyfikacja
    Dla wszystkich
  • Prawa autorskie
    Copyright © Dow Jones & Company, Inc. All rights reserved.
  • Witryna programu
    Barron's Advisor
  • Dostawca

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