Barron's Advisor

4.1(101개의 평가)
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

1일 전

Carley Dillon: How We Consistently Deliver Over 15% Organic Growth

Brighton Jones’ chief experience officer details how individual accountability and a focus on metrics consistently drive rapid growth. Host: Steve Sanduski, CFP.

53분
11월 5일

Keith Jacoby: How to Build and Lead a Large Wealth Management Firm

With 30 years of industry experience, the CEO of Clarity Wealth—and “self-confessed process geek”— shares his best advice for advisors in leadership positions. Host: Ray Sclafani.

49분
10월 29일

Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race

How meticulous planning, trust in his team, and a commitment to shared values enabled a legendary sailor to overcome unimaginable challenges. Host: Steve Sanduski.

37분
10월 22일

Jackie Insinger: Positive Psychology Is the Key to Motivate Employees

The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive. Host: Greg Bartalos.

26분
10월 15일

Ramesh Srinivasan: The Power of Purpose-Driven Leadership

The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP.

35분
10월 8일

Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025

State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos.

36분
10월 1일

Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year

Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP.

49분
9월 24일

Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth

The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos. She also discusses the unsung power of annual client surveys and RFG Advisory’s initiatives to help women. Host: Greg Bartalos.

28분

모두 보기(217개)

4.1

최고 5점

101개의 평가

Chris Hughes Interview

2022. 06. 14.

VegasGolferBC

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

3월 14일

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

2023. 05. 17.

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

2020. 09. 15.

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.