En iyi Barrons Advisor podcastleri (2025)

1
Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity 31:35

3d ago31:35

31:35

The founder of Eleven Eleven Wellness and author of several books focused on health discusses how integrative medicine can help people live longer. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025 34:19

17d ago34:19

34:19

Sanctuary Wealth’s chief investment strategist explains why she thinks we’re in the “golden age of investing.” Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Nikolee Turner: Mastering the Three-Phase Framework for M&A Success 32:32

24d ago32:32

32:32

Schwab’s head of business consulting shares actionable strategies to help you maximize value and minimize regret when buying, selling, and integrating a firm. Host: Steve Sanduski, CFP.Barron's Advisor tarafından oluşturuldu

1
Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea’ 24:39

1M ago24:39

24:39

The world’s most recognized brands didn’t begin as large companies. Advisors should take note, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Melinda Bremley: How to Assess and Hire Top Talent for Your RIA 43:46

1M ago43:46

43:46

The Chapman & Co. Leadership Institute partner demystifies the keys to assessing and developing effective leaders at all levels of your organization. Host: Steve Sanduski, CFP.Barron's Advisor tarafından oluşturuldu

1
Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors 30:03

2M ago30:03

30:03

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.Barron's Advisor tarafından oluşturuldu

1
Carley Dillon: How We Consistently Deliver Over 15% Organic Growth 53:02

2M ago53:02

53:02

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

1
Keith Jacoby: How to Build and Lead a Large Wealth Management Firm 48:35

2M ago48:35

48:35

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.Barron's Advisor tarafından oluşturuldu

1
Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race 37:17

2M ago37:17

37:17

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

1
Jackie Insinger: Positive Psychology Is the Key to Motivate Employees 25:42

2M ago25:42

25:42

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.Barron's Advisor tarafından oluşturuldu

1
Ramesh Srinivasan: The Power of Purpose-Driven Leadership 35:11

3M ago35:11

35:11

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

1
Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025 36:14

3M ago36:14

36:14

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

1
Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year 49:21

3M ago49:21

49:21

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.Barron's Advisor tarafından oluşturuldu

1
Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth 27:41

3M ago27:41

27:41

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.Barron's Advisor tarafından oluşturuldu

1
Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients 43:13

4M ago43:13

43:13

Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP.Barron's Advisor tarafından oluşturuldu

1
Nelrae Pasha Ali: How to Teach Teens About Money and Investing 46:44

4M ago46:44

46:44

The managing principal at Array Private Investment Advisory Group of Wells Fargo Financial Network discusses deferred gratification, budgeting, and tapping into what motivates teens. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM 42:28

4M ago42:28

42:28

SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.Barron's Advisor tarafından oluşturuldu

1
Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients 27:02

4M ago27:02

27:02

The Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms 39:40

5M ago39:40

39:40

Cresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP.Barron's Advisor tarafından oluşturuldu

1
Michael Schaffer: Long-Term Investing in a Short-Term World 23:33

5M ago23:33

23:33

The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament and identifies the five criteria he seeks in long-term investments. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Matt Cooper: Driving Growth With M&A and Private Equity 41:39

5M ago41:39

41:39

How Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP.Barron's Advisor tarafından oluşturuldu

1
Nayan Ranchhod: How Couples Are Thinking About Money and Retirement 25:50

5M ago25:50

25:50

The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA 41:10

5M ago41:10

41:10

Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.Barron's Advisor tarafından oluşturuldu

1
Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture 45:21

6M ago45:21

45:21

At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Leslie Zane: The New Rules of Persuasion for Financial Advisors 38:53

6M ago38:53

38:53

Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.Barron's Advisor tarafından oluşturuldu

1
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase 18:18

6M ago18:18

18:18

Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
'Resistance Money’: Decoding Bitcoin’s True Value Proposition 46:42

6M ago46:42

46:42

The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.Barron's Advisor tarafından oluşturuldu

1
Joe McQuaid: How to Build the Best Tech Stack for Your RIA 14:11

7M ago14:11

14:11

Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Rick Kent: How I Scaled My RIA Into a $10 Billion Firm 36:57

7M ago36:57

36:57

Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.Barron's Advisor tarafından oluşturuldu

1
Cozy Wittman: Mastering the Brutal College Planning Process 36:27

7M ago36:27

36:27

Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed 40:22

7M ago40:22

40:22

The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.Barron's Advisor tarafından oluşturuldu

1
Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’ 37:51

8M ago37:51

37:51

Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.Barron's Advisor tarafından oluşturuldu

1
Jeff Brown: How to Successfully Transition From Advisor to CEO 19:12

8M ago19:12

19:12

The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth 35:29

8M ago35:29

35:29

How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.Barron's Advisor tarafından oluşturuldu

1
Jon Foster: Multigenerational Planning and the Psychology of Wealth 31:36

8M ago31:36

31:36

The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Andy Schell: Leadership Lessons From the High Seas 36:16

9M ago36:16

36:16

The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.Barron's Advisor tarafından oluşturuldu

1
Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent 23:07

9M ago23:07

23:07

“A tremendous war for talent” means that RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Rick Buoncore: M&A Strategy and the Importance of Culture in Deals 30:51

9M ago30:51

30:51

The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Vinay Nair: Using AI to Personalize Wealth Management at Scale 30:50

9M ago30:50

30:50

How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.Barron's Advisor tarafından oluşturuldu

1
Kay Lynn Mayhue: How to Create a Culture of Personal Development 24:26

9M ago24:26

24:26

Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Ron Carson: Lessons in Leadership for Financial Advisors 23:06

10M ago23:06

23:06

The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Chloe Moore and Tracy Hutton: Talent Pipeline Secrets 30:10

10M ago30:10

30:10

How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski.Barron's Advisor tarafından oluşturuldu

1
Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity 19:41

10M ago19:41

19:41

The managing director and wealth manager at Cresset explains how advisors can help clients through a divorce, death, sale of a company, or other important transition. Host: Greg Bartalos .Barron's Advisor tarafından oluşturuldu

1
Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It. 18:39

10M ago18:39

18:39

The founding partner and advisor at Summit Trail Advisors discusses what most advisors get wrong, prenuptial agreements, and the importance of full financial disclosure in a marriage. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership 45:43

11M ago45:43

45:43

Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.Barron's Advisor tarafından oluşturuldu

1
Beverly Flaxington: The Art of Influence and Getting Results 22:10

11M ago22:10

22:10

The practice management consultant describes how financial advisors can effectively engage and motivate employees. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Kimberly Stewart: Improving Financial Literacy in the Black Community 18:40

11M ago18:40

18:40

The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
John Nersesian: 5% Cash Is Great. Don't Fall in Love With It. 28:19

12M ago28:19

28:19

Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow 26:35

12M ago26:35

26:35

Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos.Barron's Advisor tarafından oluşturuldu

1
Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions 27:05

1y ago27:05

27:05

Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.Barron's Advisor tarafından oluşturuldu

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