Barron's Advisor

Barron's
  • ٠٫٠ (٠)
  • استثمار
  • يتم التحديث أسبوعيًا

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

  1. قبل ١١ ساعة

    Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI

    The chief investment officer at Pence Wealth Management expects that strong earnings and lower interest rates will lift the S&P 500 next year and particularly benefit smaller stocks. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

    ٤٨ من الدقائق
  2. Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen

    قبل ٥ أيام

    Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen

    The Morgan Stanley managing director explains how advisors can serve multigenerational clients and cater to their ever-changing priorities while helping them achieve their goals. Learn more about your ad choices. Visit megaphone.fm/adchoices

    ٢٣ من الدقائق

  3. ٧ أكتوبر

    David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire

    What financial advisors and entrepreneurs can learn from Yvon Chouinard and Patagonia’s paradoxical approach to capitalism, profit, and purpose. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    ٤٢ من الدقائق

  4. ٣٠ سبتمبر

    Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams

    The executive director of the Women's Leadership Alliance discusses the importance of providing a clear career path to employees and creating a company culture that prioritizes trust and belonging. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

    ٢٣ من الدقائق
  5. Ritik Malhotra: Independence, Culture, and AI | Next Gen

    ٢٥ سبتمبر

    Ritik Malhotra: Independence, Culture, and AI | Next Gen

    “There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealth, who also discusses how to establish a strong team culture and effectively use AI.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    ٢٣ من الدقائق

  6. ٢٣ سبتمبر

    Matt Reiner: Practical AI Use Cases for High-Growth RIAs

    Capital Investment Advisors’ managing partner shares a clear-eyed look at what’s hype, what’s working, and how to experiment safely with AI. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    ٥٧ من الدقائق

  7. ١٦ سبتمبر

    Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI

    The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    ٢٨ من الدقائق
  8. Ariana Bhatia: Investing for Multigenerational Families | Next Gen

    ١١ سبتمبر

    Ariana Bhatia: Investing for Multigenerational Families | Next Gen

    The Merrill Lynch private advisor discusses how different generations approach their investment portfolios, why private investments are often misunderstood, and why they are so important to offer clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

    ٢٠ من الدقائق
مشاهدة الكل (٢٨٥)

حول

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

المعلومات

  • قناة
    Barron's
  • صناع العمل
    Barron's Advisor
  • سنوات النشاط
    ٢٠٢٠ - ٢٠٢٥
  • الحلقات
    ٢٨٥
  • التقييم
    ملائم
  • حقوق النشر
    Copyright © Dow Jones & Company, Inc. All rights reserved.
  • موقع البرنامج على الويب
    Barron's Advisor

المزيد من Barron's

قد يعجبك أيضًا