58 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

    • Business
    • 4.3 • 46 Ratings

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

    What Second City Improv Can Teach Advisors

    What Second City Improv Can Teach Advisors

    Emphasizing the cohesive role of each member of an advisory team should enhance meetings with clients, Kelly Leonard says.

    • 43 min
    UBS Advisor Adam Epstein on Unexpected ESG Investments

    UBS Advisor Adam Epstein on Unexpected ESG Investments

    A private market real estate deal-plans to convert a New York City apartment tower to a homeless shelter-appealed to clients because the results could be seen locally and also offered outsized yield.

    • 30 min
    What's Former LPL Chief Mark Casady Up To Now? Breaking Fintech Apart.

    What's Former LPL Chief Mark Casady Up To Now? Breaking Fintech Apart.

    Old concepts must be disrupted to create "new solutions in the marketplace," says Mark Casady, who's now running a venture capital firm.

    • 51 min
    Faster Pace of Consolidation

    Faster Pace of Consolidation

    Many small advisory firms will fare well, but Kestra Financial CEO James Poer says those resistant to affiliation or acquisition will struggle.

    • 32 min
    Facts Versus Emotions

    Facts Versus Emotions

    An effective financial advisor needs to be a good psychotherapist, says NPR social science correspondent Shankar Vedantam.

    • 38 min
    Strategies for Winning, and Losing

    Strategies for Winning, and Losing

    Perseverance helps improve the odds of success and makes setbacks easier to handle, says financial advisor and former Olympian Lauryn Williams.

    • 44 min

Customer Reviews

4.3 out of 5
46 Ratings

46 Ratings

NYCM ,

Brain Trust

During this bizarre year of quarantine, I wanted to use my walks to learn. I’ve found this to be the single best resource. Sterling asks the right q’s to get financial advisors and management to be open about their challenges as well as their wins. It makes our competitive industry feel more like a community and it’s given me great ideas as well as comfort.

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