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

  1. Emily Malone: It’s Never too Late to Become an Advisor | Next Gen

    HACE 3 DÍAS

    Emily Malone: It’s Never too Late to Become an Advisor | Next Gen

    The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

    23 min

  2. HACE 5 DÍAS

    Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook

    The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    56 min

  3. 19 AGO

    Josh Bronstein: ‘Playing the Long Game Is Key’

    “I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    51 min
  4. Riley Saunders: The Psychology of Financial Planning | Next Gen

    14 AGO

    Riley Saunders: The Psychology of Financial Planning | Next Gen

    “You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor. Learn more about your ad choices. Visit megaphone.fm/adchoices

    22 min

  5. 12 AGO

    Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors

    The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    54 min

  6. 5 AGO

    Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut

    Welling discusses the philosophy behind Mercer’s aggressive acquisition strategy, which has increased assets under management by seven-fold since he joined the company in 2017. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

    17 min
  7. Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen

    31 JUL

    Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen

    The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

    23 min

  8. 29 JUL

    Evan Osnos: What Advisors Need to Know About the New Gilded Age

    The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Información

  • Canal
    Barron's
  • Creador
    Barron's Advisor
  • Años de actividad
    2020 - 2025
  • Episodios
    275
  • Clasificación
    Apto
  • Copyright
    Copyright © Dow Jones & Company, Inc. All rights reserved.
  • Mostrar sitio web
    Barron's Advisor

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