Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/state-secrets-inside-the-making-of-the-electric-state">State Secrets: Inside The Making Of The Electric State</a></span>
Step inside the world of The Electric State! Join host Francesca Amiker as she takes you behind the scenes of Anthony and Joe Russo’s epic new Netflix adventure. Over six in-depth episodes, explore how the filmmakers transformed Simon Stålenhag’s stunning graphic novel into a cinematic experience like no other. Exclusive interviews from the cast and crew—including Millie Bobby Brown, Chris Pratt, Stanley Tucci, and the Russo Brothers—will help break down the film’s jaw-dropping visuals, emotional core, groundbreaking technology AND the creative secrets that make The Electric State. Join us in the countdown to The Electric State premiering exclusively on Netflix on March 14th. State Secrets: Inside The Making of The Electric State coming March 7th.
Joe McQuaid: How to Build the Best Tech Stack for Your RIA
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İçerik Barron's Advisor tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Barron's Advisor veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.
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Manage episode 424260799 series 2905227
İçerik Barron's Advisor tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Barron's Advisor veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.
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Barron's Advisor
1 Jennifer Wallace: Resilience and the Importance of Mattering at Work 25:28
25:28 
Daha Sonra Çal 
Daha Sonra Çal 
Listeler 
Beğen 
Beğenildi25:28
Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi“We talk a lot in the workplace about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos .
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Barron's Advisor
1 James Taylor: The Power of Process | Next Gen 22:59
22:59 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi22:59
Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi“I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Group at Morgan Stanley. “That’s because every single aspect of our business has a process around it.”
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Barron's Advisor
1 Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA 43:30
43:30 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi43:30
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiInside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors 17:48
17:48 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi17:48
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Barron’s -ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos .
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Barron's Advisor
1 Alanna Morey: Making Content and Connecting With Clients | Next Gen 21:33
21:33 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi21:33
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media.
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Barron's Advisor
1 Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice 47:20
47:20 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi47:20
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiDennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your advisory practice. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need 20:35
20:35 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi20:35
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can respond to the priorities of clients and connect them with experts who “always deliver.” Host: Greg Bartalos .
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Barron's Advisor
1 Molly Townsend: Empowering Clients With Financial Literacy | Next Gen 19:14
19:14 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi19:14
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe senior wealth strategy associate at UBS says “I've become very passionate about employee education and making that part of each and every relationship that I work with.”
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Barron's Advisor
1 Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making 38:57
38:57 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi38:57
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiHow financial advisors can help clients break free from societal scripts and set goals that truly align with their values. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Jill Williams: Advice for Clients Facing Unexpected Retirement 20:07
20:07 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi20:07
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope. Host: Greg Bartalos .
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Barron's Advisor
1 Max Winthrop: 'Quirkiness Matters' | Next Gen 24:25
24:25 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi24:25
Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi“I think people inherently have quirks and sometimes we seek to hide those quirks because we want to put up a professional facade,” says Max Winthrop, CEO of Winthrop. “I like to joke around and I think that also makes me approachable.”
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Barron's Advisor
1 Geri Eisenman Pell: Succession Planning Tips for Financial Advisors 43:10
43:10 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi43:10
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiHaving recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.
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Barron's Advisor
1 Tom Ruggie: What Financial Advisors Should Know About Collectibles 29:58
29:58 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi29:58
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe CEO of Destiny Family Office discusses practical steps to help your clients value, protect, and pass on their collections. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Unexpected Lessons Learned While Navigating Challenges | Next Gen 19:54
19:54 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi19:54
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiHollis Montgomery, a financial advisor at Morgan Stanley Wealth Management, discusses her maternity leave and how it made her team more efficient and brought members “so much closer.”
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Barron's Advisor
1 Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations 13:23
13:23 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi13:23
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiAdvisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos .
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Barron's Advisor
1 Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun 30:19
30:19 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi30:19
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiSteward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 The Promise—and Peril—of Working With Family Members | Next Gen 23:59
23:59 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi23:59
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiLisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA.
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Barron's Advisor
1 Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs 25:08
25:08 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi25:08
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos .
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Barron's Advisor
1 Gary Roth and Mike Capelle: Blueprint for RIA M&A Success 43:10
43:10 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi43:10
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen 23:22
23:22 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi23:22
Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi“I'm very willing to admit what my strengths and my weaknesses are and hire around that to bring in people whose strengths are my weaknesses,” says Matthew Somberg, co-founder of Gottfried & Somberg Wealth Management.
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Barron's Advisor
1 Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change 25:35
25:35 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi25:35
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Host: Greg Bartalos .
Every other Thursday on Barron’s Advisor: The Way Forward: Next Generation, we speak with successful advisors who share their best advice for getting ahead and making an impact.
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Barron's Advisor
1 David Newson: Proven RIA Marketing Strategies for 15% Organic Growth 1:06:11
1:06:11 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi1:06:11
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe founder of XNW Digital provides a step-by-step roadmap to help advisors accelerate growth at their firms. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity 31:35
31:35 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi31:35
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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 .
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Barron's Advisor
1 Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025 34:19
34:19 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi34:19
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiSanctuary Wealth’s chief investment strategist explains why she thinks we’re in the “golden age of investing.” Host: Greg Bartalos .
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Barron's Advisor
1 Nikolee Turner: Mastering the Three-Phase Framework for M&A Success 32:32
32:32 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi32:32
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiSchwab’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.
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Barron's Advisor
1 Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea’ 24:39
24:39 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi24:39
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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.
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Barron's Advisor
1 Melinda Bremley: How to Assess and Hire Top Talent for Your RIA 43:46
43:46 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi43:46
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Chapman & Co. Leadership Institute partner demystifies the keys to assessing and developing effective leaders at all levels of your organization. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors 30:03
30:03 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi30:03
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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.
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Barron's Advisor
1 Carley Dillon: How We Consistently Deliver Over 15% Organic Growth 53:02
53:02 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi53:02
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiBrighton Jones’ chief experience officer details how individual accountability and a focus on metrics consistently drive rapid growth. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Keith Jacoby: How to Build and Lead a Large Wealth Management Firm 48:35
48:35 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi48:35
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiWith 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.
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Barron's Advisor
1 Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race 37:17
37:17 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi37:17
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiHow meticulous planning, trust in his team, and a commitment to shared values enabled a legendary sailor to overcome unimaginable challenges. Host: Steve Sanduski.
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Barron's Advisor
1 Jackie Insinger: Positive Psychology Is the Key to Motivate Employees 25:42
25:42 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi25:42
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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 .
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Barron's Advisor
1 Ramesh Srinivasan: The Power of Purpose-Driven Leadership 35:11
35:11 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi35:11
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025 36:14
36:14 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi36:14
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiState Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos .
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Barron's Advisor
1 Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year 49:21
49:21 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi49:21
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiPure 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.
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Barron's Advisor
1 Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth 27:41
27:41 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi27:41
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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 .
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Barron's Advisor
1 Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients 43:13
43:13 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi43:13
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiChequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Nelrae Pasha Ali: How to Teach Teens About Money and Investing 46:44
46:44 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi46:44
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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 .
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Barron's Advisor
1 Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM 42:28
42:28 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi42:28
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiSignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients 27:02
27:02 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi27:02
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos .
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Barron's Advisor
1 Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms 39:40
39:40 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi39:40
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiCresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Michael Schaffer: Long-Term Investing in a Short-Term World 23:33
23:33 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi23:33
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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 .
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Barron's Advisor
1 Matt Cooper: Driving Growth With M&A and Private Equity 41:39
41:39 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi41:39
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiHow Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Nayan Ranchhod: How Couples Are Thinking About Money and Retirement 25:50
25:50 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi25:50
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos .
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Barron's Advisor
1 Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA 41:10
41:10 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi41:10
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiInsights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture 45:21
45:21 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi45:21
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiAt the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.
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Barron's Advisor
1 Leslie Zane: The New Rules of Persuasion for Financial Advisors 38:53
38:53 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi38:53
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiDiscover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Peter Mallouk: Why Demand for Financial Advisors Will Only Increase 18:18
18:18 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi18:18
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiCreative 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 .
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Barron's Advisor
1 'Resistance Money’: Decoding Bitcoin’s True Value Proposition 46:42
46:42 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi46:42
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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.
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Barron's Advisor
1 Joe McQuaid: How to Build the Best Tech Stack for Your RIA 14:11
14:11 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi14:11
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiConcurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos .
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Barron's Advisor
1 Rick Kent: How I Scaled My RIA Into a $10 Billion Firm 36:57
36:57 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi36:57
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiMerit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.
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Barron's Advisor
1 Cozy Wittman: Mastering the Brutal College Planning Process 36:27
36:27 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi36:27
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiTips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos .
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Barron's Advisor
1 Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed 40:22
40:22 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi40:22
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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.
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Barron's Advisor
1 Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’ 37:51
37:51 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi37:51
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiStrategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Jeff Brown: How to Successfully Transition From Advisor to CEO 19:12
19:12 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi19:12
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos .
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Barron's Advisor
1 Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth 35:29
35:29 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi35:29
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiHow a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.
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Barron's Advisor
1 Jon Foster: Multigenerational Planning and the Psychology of Wealth 31:36
31:36 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi31:36
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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 .
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Barron's Advisor
1 Andy Schell: Leadership Lessons From the High Seas 36:16
36:16 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi36:16
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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.
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Barron's Advisor
1 Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent 23:07
23:07 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi23:07
Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi“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 .
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Barron's Advisor
1 Rick Buoncore: M&A Strategy and the Importance of Culture in Deals 30:51
30:51 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi30:51
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe head of MAI Capital Management discusses the dos and don’ts of successful dealmaking . Host: Greg Bartalos .
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Barron's Advisor
1 Vinay Nair: Using AI to Personalize Wealth Management at Scale 30:50
30:50 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi30:50
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiHow AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.
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Barron's Advisor
1 Kay Lynn Mayhue: How to Create a Culture of Personal Development 24:26
24:26 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi24:26
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiMerit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos .
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Barron's Advisor
1 Ron Carson: Lessons in Leadership for Financial Advisors 23:06
23:06 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi23:06
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos .
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Barron's Advisor
1 Chloe Moore and Tracy Hutton: Talent Pipeline Secrets 30:10
30:10 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi30:10
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiHow to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski.
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Barron's Advisor
1 Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity 19:41
19:41 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi19:41
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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 .
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Barron's Advisor
1 Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It. 18:39
18:39 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi18:39
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe 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 .
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Barron's Advisor
1 Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership 45:43
45:43 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi45:43
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiDiscover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.
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Barron's Advisor
1 Beverly Flaxington: The Art of Influence and Getting Results 22:10
22:10 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi22:10
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe practice management consultant describes how financial advisors can effectively engage and motivate employees. Host: Greg Bartalos .
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Barron's Advisor
1 Kimberly Stewart: Improving Financial Literacy in the Black Community 18:40
18:40 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi18:40
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos .
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Barron's Advisor
1 John Nersesian: 5% Cash Is Great. Don't Fall in Love With It. 28:19
28:19 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi28:19
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiPimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos .
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Barron's Advisor
1 Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow 26:35
26:35 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi26:35
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiNext generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos .
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Barron's Advisor
1 Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions 27:05
27:05 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi27:05
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiDiscover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.
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Barron's Advisor
1 Jim Cahn: The 4 Pillars of Successful M&A 10:14
10:14 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi10:14
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiWealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos .
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Barron's Advisor
1 Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events 37:20
37:20 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi37:20
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiLearn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski.
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Barron's Advisor
1 Mary Ann Bartels: Bullish on Stocks, Bonds, Bitcoin in 2024 35:51
35:51 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi35:51
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiSanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos .
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Barron's Advisor
1 Suzanne Peterson: How to Become an Effective and Admired Leader 41:24
41:24 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi41:24
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiExplore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.
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Barron's Advisor
1 Neela Hummel: On Hiring Women and Advising Female Clients 15:13
15:13 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi15:13
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos .
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Barron's Advisor
1 Eric Becker: Cresset’s Bold 100-Year Vision 50:47
50:47 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi50:47
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski.
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Barron's Advisor
1 Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences 21:44
21:44 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi21:44
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiAdvisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos .
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Barron's Advisor
1 Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work 45:40
45:40 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi45:40
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiAs big as mobile a decade ago and the internet in the late '90s, voice is the next big thing in technology, says the president of WillowTree. Host: Steve Sanduski.
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Barron's Advisor
1 Angela Osborne: Effective Lead Generation Strategies for Advisors 18:21
18:21 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi18:21
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos .
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Barron's Advisor
1 Andrew Brzezinski: Separating AI Hype From Reality 40:39
40:39 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi40:39
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThere's been a lot of hype around AI since the release of ChatGPT. Fidelity's head of data strategy describes what’s real, what's not, and what financial advisors should be doing with it right now. Host: Steve Sanduski.
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Barron's Advisor
1 Kristie Edling-Day: How Advisors Can Harness the Power of Technology 26:53
26:53 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi26:53
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiAdvisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Bartalos .
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Barron's Advisor
1 Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision 1:07:29
1:07:29 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi1:07:29
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiAn exploration of what money really means to people, what it represents, and how you can facilitate that discovery. Host: Steve Sanduski.
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Barron's Advisor
1 Amy Parvaneh: Creative Compensation Structures That Motivate Teams 25:55
25:55 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi25:55
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe founder and CEO of Select Advisors Institute says practices should recognize, and cater to, what makes employees tick. Host: Greg Bartalos .
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Barron's Advisor
1 Tom Morgan: What Is Your Curiosity Calling You to Do? 52:21
52:21 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi52:21
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiWealth is not just about security. It creates the freedom to pursue what’s at the intersection of your curiosity and what the world needs. Host: Steve Sanduski.
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Barron's Advisor
1 Spuds Powell: How to Take a Mature Practice to the Next Level 18:01
18:01 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi18:01
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Barron’s-ranked managing director of Kayne Anderson Rudnick explains how advisors can keep clients happy while expanding their businesses. Host: Greg Bartalos .
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Barron's Advisor
1 Ken Dychtwald: Navigating the Waves of Generational Change 1:00:37
1:00:37 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi1:00:37
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe dynamics surrounding generational change, longevity, and an evolving society require a rethinking of what it means to be a financial advisor. Host: Steve Sanduski.
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Barron's Advisor
1 Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT 23:44
23:44 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi23:44
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos .
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Barron's Advisor
1 Matt Crow: M&A Secrets, Revelations, and Ticking Time Bombs 56:55
56:55 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi56:55
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiMercer Capital's CEO offers a candid insider's perspective on the RIA M&A playbook and what’s really driving deals. Host: Steve Sanduski.
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Barron's Advisor
1 Jane Hanson: The Power of Vulnerability and Other Tips for Advisors 32:41
32:41 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi32:41
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos .
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Barron's Advisor
1 Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing 45:55
45:55 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi45:55
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiStep beyond standard referral methods to learn how "sphere of influence" marketing is redefining client acquisition for the modern age. Host: Steve Sanduski.
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Barron's Advisor
1 Nancy Daoud: Why Women Will 'Take Over' Wealth Management 18:35
18:35 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi18:35
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos .
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Barron's Advisor
1 Sammy Azzouz: Mastering Organic Growth as an Independent RIA 46:03
46:03 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi46:03
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiGrowth is coming from a strategic focus on employee engagement, business development, client retention, and operational excellence and efficiency. Host: Steve Sanduski
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Barron's Advisor
1 Karen Altfest: Advising Women, Widows and 9/11 Families 14:33
14:33 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi14:33
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe principal advisor at family-owned Altfest Personal Wealth Management on four decades of advocating for women. Host: Greg Bartalos .
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Barron's Advisor
1 Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM 47:28
47:28 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi47:28
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiAdvisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-founder covers it all. Host: Steve Sanduski.
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Barron's Advisor
1 Kate Healy: Evangelizing for Financial Planning as a Career Choice 19:28
19:28 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi19:28
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiDedicated to driving awareness of the profession to younger and more diverse applicants, Healy shares tips for advisors looking to hire new talent. Host: Greg Bartalos .
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Barron's Advisor
1 Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity 43:40
43:40 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi43:40
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThrough the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change. Host: Steve Sanduski.
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Barron's Advisor
1 Barry Ritholtz: How Advisors Can Create Killer Content 25:46
25:46 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi25:46
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiWant to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos .
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Barron's Advisor
1 Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer 46:46
46:46 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi46:46
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how they apply at sea level. Host: Steve Sanduski.
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Barron's Advisor
1 Michael Nathanson: What Advisors Can Learn From Charles Darwin 25:39
25:39 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi25:39
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos .
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Barron's Advisor
1 Kate Murphy: How to Truly Hear and Understand Your Clients 47:04
47:04 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi47:04
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiWhen was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet in short supply. Host: Steve Sanduski.
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Barron's Advisor
1 How to Build an Enduring Legacy and Secure Long-Lasting Wealth 22:59
22:59 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi22:59
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiRobert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. Host: Greg Bartalos .
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Barron's Advisor
1 Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management 22:17
22:17 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi22:17
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos .
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Barron's Advisor
1 Mal Makin’s Underrated—and Understated—Ways to Gain Clients 35:15
35:15 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi35:15
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiThe founder of Professional Planning Group discusses the power of transparency and having a light touch. Host: Greg Bartalos .
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Barron's Advisor
1 ‘Failure Is Not an Option.’ Lessons Learned From High Expectations 23:36
23:36 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi23:36
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiWells Fargo advisor Nelrae Pasha Ali on how she overcame long odds as a Black woman to excel in sports and wealth management. Host: Greg Bartalos .
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Barron's Advisor
1 How to Keep Clients From Acting on Fear and Greed 19:29
19:29 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi19:29
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiScott Tiras, president of Tiras Wealth Management, shares evergreen lessons. Host: Greg Bartalos .
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Barron's Advisor
1 CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’ 21:21
21:21 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi21:21
Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says the CMO. Host: Greg Bartalos .
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Barron's Advisor
1 A Candy Bar, a 10-Year Old, and a Successful RIA 16:54
16:54 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi16:54
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiBarbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos.
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Barron's Advisor
1 Using Stories to Connect with Clients and Prospects 48:10
48:10 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi48:10
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiStorytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clients. Host: Steve Sanduski.
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Barron's Advisor
1 Why This Top Advisor Is Bullish on Muni Bonds, Value Stocks, and Alts 13:46
13:46 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi13:46
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiHolly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities. Host: Greg Bartalos.
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Barron's Advisor
1 Investing to Create a World You Would Like to Retire In 47:50
47:50 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi47:50
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiNew investment vehicles make it possible to attain market-like returns while not compromising your values. Host: Steve Sanduski.
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Barron's Advisor
1 Teaming Is the Future. How One Advisory Firm Built a Dream Team. 15:16
15:16 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi15:16
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiBarron’s Hall of Fame advisor Kimberlee Orth describes how to get the most out of your team. Host: Greg Bartalos.
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Barron's Advisor
1 Transforming Your Relationship With Money 55:08
55:08 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi55:08
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiRather than constantly striving for more, we can transform our relationship with money by deepening our experience with what we already have, says author Lynne Twist. Host: Steve Sanduski.
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Barron's Advisor
1 Goldman Sachs’ Joe Duran on Fixing America’s Retirement Savings Crisis 33:40
33:40 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi33:40
Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi“The answers are not going to come from investing,” says the head of Goldman Sachs Personal Financial Management. Host: Greg Bartalos.
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Barron's Advisor
1 The Power of Client Communities 47:35
47:35 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi47:35
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiYes, we’re in a relationship business. And what better way to create a sense of trust, connection, and belonging than through building client communities. Host: Steve Sanduski.
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Barron's Advisor
1 Jim Stack Stays Bearish But Spies Opportunity 45:33
45:33 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi45:33
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiUncannily accurate with recent stock market calls, the Stack Financial Management founder offers a bittersweet forecast. Host: Greg Bartalos.
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Barron's Advisor
1 Helping Women Face Their Financial Fears 39:12
39:12 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi39:12
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiOur relationship to money is complicated, especially for women who have an added cultural history layered on top. Sarah Carlson untangles this challenge. Host: Steve Sanduski.
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Barron's Advisor
1 Are Stocks Facing a Lost Decade? 31:34
31:34 Daha Sonra Çal Daha Sonra Çal Listeler Beğen Beğenildi31:34
Daha Sonra Çal Daha Sonra Çal Listeler Beğen BeğenildiRisk management expert Rick Bookstaber makes the case against complacency. Host: Greg Bartalos.
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Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.
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