193 episodes

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

Barron's Advisor Barron's

    • Business
    • 4.1 • 94 Ratings

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

    Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed

    Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed

    The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.

    • 40 min
    Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’

    Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’

    Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.

    • 37 min
    Jeff Brown: How to Successfully Transition From Advisor to CEO

    Jeff Brown: How to Successfully Transition From Advisor to CEO

    The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos. 

    • 19 min
    Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth

    Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth

    How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.

    • 35 min
    Jon Foster: Multigenerational Planning and the Psychology of Wealth

    Jon Foster: Multigenerational Planning and the Psychology of Wealth

    The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos. 

    • 31 min
    Andy Schell: Leadership Lessons From the High Seas

    Andy Schell: Leadership Lessons From the High Seas

    The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.

    • 36 min

Customer Reviews

4.1 out of 5
94 Ratings

94 Ratings

VegasGolferBC ,

Chris Hughes Interview

really top notch. first class guy and interview.
I’ll listen to it a second time for sure

musikm46 ,

Barron’s

Very little about actual investment planning. It’s basically an attempt to highlight how women and minorities are amazing but those white men are just bad.

antipcadvisor ,

Sad to witness

First WSJ turns woke... then Barron's. I'm sorry, I don't need to hear from Barry Ritholtz, who developed his NYC firm with blogs that promoted anti-conservativism, Trump-hate, etc., to learn how to develop content. This May 2023 episode belongs in 2016 when Barry was in the business paying these people for their nonsense extra blogs that helped no one with their personal finances or investing issues.

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