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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:

How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen Jan 14, 2025

Show notes

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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David Newson: Proven RIA Marketing Strategies for 15% Organic Growth Jan 07, 2025

Show notes

The 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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Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity Dec 31, 2024

Show notes

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.

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Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025 Dec 17, 2024

Show notes

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

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Nikolee Turner: Mastering the Three-Phase Framework for M&A Success Dec 10, 2024

Show notes

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.

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Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea’ Dec 03, 2024

Show notes

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.

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Melinda Bremley: How to Assess and Hire Top Talent for Your RIA Nov 26, 2024

Show notes

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.

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Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors Nov 19, 2024

Show notes

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.

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Carley Dillon: How We Consistently Deliver Over 15% Organic Growth Nov 12, 2024

Show notes

Brighton 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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Keith Jacoby: How to Build and Lead a Large Wealth Management Firm Nov 05, 2024

Show notes

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.

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