Barron's Advisor

4,1 (101)
INVESTISSEMENT
TOUTES LES 2 SEMAINES

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

-2 J

Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors

The senior advice strategist at Vanguard’s Investment Advisory Research Center discusses how advisors can best serve next-gen clients amid a $84 trillion wealth transfer. Host: Greg Bartalos.

30 min
12 NOV.

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.

53 min
5 NOV.

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.

49 min
29 OCT.

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.

37 min
22 OCT.

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.

26 min
15 OCT.

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.

35 min
8 OCT.

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.

36 min
1 OCT.

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.

49 min

Tout afficher (218)

4,1

sur 5

101 notes

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 mars

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.