Barron's Advisor

4,2 (108)
ĐẦU TƯ
HẰNG TUẦN

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

3 NGÀY TRƯỚC

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

35 phút
28 THG 8

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

23 phút
26 THG 8

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

56 phút
19 THG 8

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

51 phút
14 THG 8

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

22 phút
12 THG 8

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

54 phút
5 THG 8

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

17 phút
31 THG 7

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

23 phút

Xem tất cả (276)

4,2

/5

108 Xếp hạng

Chris Hughes Interview

14/06/2022

VegasGolferBC

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

14/03/2024

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

17/05/2023

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

15/09/2020

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.