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Barron’s Advisor — Business
Barron’s Advisor

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

Copyright: Copyright © Dow Jones & Company, Inc. All rights reserved.

Latest Episodes:

James Taylor: The Power of Process | Next Gen Apr 10, 2025

Show notes

“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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Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA Apr 08, 2025

Show notes

Inside 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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Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors Apr 01, 2025

Show notes

The 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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Alanna Morey: Making Content and Connecting With Clients | Next Gen Mar 27, 2025

Show notes

The Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media.

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Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice Mar 25, 2025

Show notes

Dennis 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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Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need Mar 18, 2025

Show notes

The head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can connect clients with experts who “always deliver.” Host: Greg Bartalos.

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Molly Townsend: Empowering Clients With Financial Literacy | Next Gen Mar 13, 2025

Show notes

The 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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Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making Mar 11, 2025

Show notes

How 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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Jill Williams: Advice for Clients Facing Unexpected Retirement Mar 04, 2025

Show notes

The Ameriprise private wealth advisor discusses working with clients who fall on hard times and the importance of instilling them with hope. Host: Greg Bartalos.

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Max Winthrop: 'Quirkiness Matters' | Next Gen Feb 27, 2025

Show notes

“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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