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

  1. -15 H

    Rob Nelson: Nine Converging Forces in Financial Advice

    The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 oră

  2. 14 APR.

    Omani Carson: What He Learned After ‘Winning’ the Game

    Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    57 min

  3. 7 APR.

    Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’

    Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

    36 min

  4. 31 MAR.

    Jason Early: How Top Advisors Win Business Owner Clients

    The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    36 min

  5. 24 MAR.

    Michelle Magner: Powering Growth Through an Integrated Framework

    A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices

    53 min
  6. Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen

    19 MAR.

    Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen

    The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity. Learn more about your ad choices. Visit megaphone.fm/adchoices

    24 min

  7. 17 MAR.

    Liz Ann Sonders: Inflation, AI, and the Next Market Cycle

    Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    56 min

  8. 10 MAR.

    Mollie Colavita: The Blueprint for Modern Advisory Success

    The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

    19 min
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Detalii

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

Informații

  • Canal
    Barron's
  • Creator
    Barron's Advisor
  • Perioadă activă
    2020 - 2026
  • Episoade
    300
  • Evaluare
    Adecvat
  • Copyright
    Copyright © Dow Jones & Company, Inc. All rights reserved.
  • Site web emisiune
    Barron's Advisor
  • Furnizor

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