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

  1. -1 DIA

    Melinda Bremley: How to Assess and Hire Top Talent for Your RIA

    The Chapman & Co. Leadership Institute partner demystifies the keys to assessing and developing effective leaders at all levels of your organization. Host: Steve Sanduski, CFP.

    44 min

  2. 19/11

    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

  3. 12/11

    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

  4. 5/11

    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

  5. 29/10

    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

  6. 22/10

    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

  7. 15/10

    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

  8. 8/10

    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
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Sobre

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

Informação

  • Canal
    Barron's
  • Autoria
    Barron's Advisor
  • Anos em atividade
    2020 - 2024
  • Episódios
    219
  • Classificação
    Para todos
  • Copyright
    Copyright © Dow Jones & Company, Inc. All rights reserved.
  • Site do programa
    Barron's Advisor

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