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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:

Rick Kent: How I Scaled My RIA Into a $10 Billion Firm Jun 11, 2024

Show notes

Merit 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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Cozy Wittman: Mastering the Brutal College Planning Process Jun 04, 2024

Show notes

Tips 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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Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed May 28, 2024

Show notes

The 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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Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’ May 21, 2024

Show notes

Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.

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Jeff Brown: How to Successfully Transition From Advisor to CEO May 14, 2024

Show notes

The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.

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Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth May 07, 2024

Show notes

How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.

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Jon Foster: Multigenerational Planning and the Psychology of Wealth Apr 30, 2024

Show notes

The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep families from splintering over money. Host: Greg Bartalos.

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Andy Schell: Leadership Lessons From the High Seas Apr 23, 2024

Show notes

The 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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Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent Apr 16, 2024

Show notes

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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Rick Buoncore: M&A Strategy and the Importance of Culture in Deals Apr 09, 2024

Show notes

The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.

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