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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:

Vinay Nair: Using AI to Personalize Wealth Management at Scale Apr 02, 2024

Show notes

How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.

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Kay Lynn Mayhue: How to Create a Culture of Personal Development Mar 26, 2024

Show notes

Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.

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Ron Carson: Lessons in Leadership for Financial Advisors Mar 19, 2024

Show notes

The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos.

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Chloe Moore and Tracy Hutton: Talent Pipeline Secrets Mar 12, 2024

Show notes

How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski.

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Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity Mar 05, 2024

Show notes

The managing director and wealth manager at Cresset explains how advisors can help clients through a divorce, death, sale of a company, or other important transition. Host: Greg Bartalos .

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Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It. Feb 27, 2024

Show notes

The founding partner and advisor at Summit Trail Advisors discusses what most advisors get wrong, prenuptial agreements, and the importance of full financial disclosure in a marriage. Host: Greg Bartalos.

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Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership Feb 20, 2024

Show notes

Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.

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Beverly Flaxington: The Art of Influence and Getting Results Feb 13, 2024

Show notes

The practice management consultant describes how financial advisors can effectively engage and motivate employees. Host: Greg Bartalos.

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Kimberly Stewart: Improving Financial Literacy in the Black Community Feb 06, 2024

Show notes

The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos.

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John Nersesian: 5% Cash Is Great. Don't Fall in Love With It. Jan 23, 2024

Show notes

Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos.

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