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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:

Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race Oct 29, 2024

Show notes

How 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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Jackie Insinger: Positive Psychology Is the Key to Motivate Employees Oct 22, 2024

Show notes

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.

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Ramesh Srinivasan: The Power of Purpose-Driven Leadership Oct 15, 2024

Show notes

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

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Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025 Oct 08, 2024

Show notes

State 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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Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year Oct 01, 2024

Show notes

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.

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Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth Sep 24, 2024

Show notes

The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos and discusses RFG Advisory’s initiatives to help women. Host: Greg Bartalos.

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Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients Sep 17, 2024

Show notes

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

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Nelrae Pasha Ali: How to Teach Teens About Money and Investing Sep 10, 2024

Show notes

The managing principal at Array Private Investment Advisory Group of Wells Fargo Financial Network discusses deferred gratification, budgeting, and what motivates teens. Host: Greg Bartalos.

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Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM Sep 03, 2024

Show notes

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

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Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients Aug 27, 2024

Show notes

The 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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