Barron's Advisor

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

قبل ٣ أيام

Suzanne Siracuse: How to Reinvent Yourself and Your Career

The former publisher turned wealth management consultant discusses the power of authentic relationships, the lessons she learned from her career change, and why advisors should “give back.” Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

٣٥ من الدقائق
٢٨ أغسطس

Emily Malone: It’s Never too Late to Become an Advisor | Next Gen

The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

٢٣ من الدقائق
٢٦ أغسطس

Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook

The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

٥٦ من الدقائق
١٩ أغسطس

Josh Bronstein: ‘Playing the Long Game Is Key’

“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices

٥١ من الدقائق
١٤ أغسطس

Riley Saunders: The Psychology of Financial Planning | Next Gen

“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor. Learn more about your ad choices. Visit megaphone.fm/adchoices

٢٢ من الدقائق
١٢ أغسطس

Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors

The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

٥٤ من الدقائق
٥ أغسطس

Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut

Welling discusses the philosophy behind Mercer’s aggressive acquisition strategy, which has increased assets under management by seven-fold since he joined the company in 2017. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

١٧ من الدقائق
٣١ يوليو

Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen

The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

٢٣ من الدقائق

مشاهدة الكل (٢٧٦)

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من ٥

‫١٠٨ من التقييمات‬

Chris Hughes Interview

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VegasGolferBC

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

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musikm46

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.
Sad to witness

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antipcadvisor

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.
Brain Trust

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NYCM

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.