9 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 Barrons

    • Investing
    • 4.7, 7 Ratings

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

    Be Agile, Innovative and Resilient

    Be Agile, Innovative and Resilient

    Beacon Pointe's Shannon Eusey and Matt Cooper discuss the M&A landscape, the value of face to face connection, and the fundamental change facing the industry.

    • 28 min
    Transparency and Alignment

    Transparency and Alignment

    Morgan Stanley's Lyon Polk and partner Deborah Montaperto talk about a Covid close call, lending for HNW clients, the municipal-bond selloff and recent rally.

    • 30 min
    How to Lose a Client in 9 Days

    How to Lose a Client in 9 Days

    Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, on why the challenges from the coronavirus can only be solved by strengthening relationships.

    • 26 min
    Adversity Reveals True Character

    Adversity Reveals True Character

    Andy Saperstein, Head of Morgan Stanley Wealth Management discusses the value of advice and how the pandemic will change the industry for the better.

    • 20 min
    Content is the Future

    Content is the Future

    Josh Brown, CEO of Ritholtz Wealth Management, discusses portfolio construction, his anxiety around managing a team, and how he got a million Twitter followers.

    • 39 min
    We're Stronger Together

    We're Stronger Together

    Louise Gunderson whose UBS team manages about $1 billion for high-net-worth clients, talks about rethinking client portfolios.

    • 25 min

Customer Reviews

4.7 out of 5
7 Ratings

7 Ratings

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