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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:

Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms Aug 20, 2024

Show notes

Cresset’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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Michael Schaffer: Long-Term Investing in a Short-Term World Aug 13, 2024

Show notes

The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament. Host: Greg Bartalos.

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Matt Cooper: Driving Growth With M&A and Private Equity Aug 06, 2024

Show notes

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.

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Nayan Ranchhod: How Couples Are Thinking About Money and Retirement Jul 30, 2024

Show notes

The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.

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Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA Jul 23, 2024

Show notes

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

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Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture Jul 16, 2024

Show notes

At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.

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Leslie Zane: The New Rules of Persuasion for Financial Advisors Jul 09, 2024

Show notes

Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.

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Peter Mallouk: Why Demand for Financial Advisors Will Only Increase Jul 02, 2024

Show notes

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.

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'Resistance Money’: Decoding Bitcoin’s True Value Proposition Jun 25, 2024

Show notes

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.

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Joe McQuaid: How to Build the Best Tech Stack for Your RIA Jun 18, 2024

Show notes

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

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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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