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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:

Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow Jan 09, 2024

Show notes

Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos.

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Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions Jan 02, 2024

Show notes

Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.

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Jim Cahn: The 4 Pillars of Successful M&A Dec 26, 2023

Show notes

Wealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos.

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

Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events Dec 19, 2023

Show notes

Learn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski.

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

Mary Ann Bartels: Bullish on Stocks, Bonds, Bitcoin in 2024 Dec 12, 2023

Show notes

Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos.

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

Suzanne Peterson: How to Become an Effective and Admired Leader Dec 05, 2023

Show notes

Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.

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

Neela Hummel: On Hiring Women and Advising Female Clients Nov 28, 2023

Show notes

The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos.

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Eric Becker: Cresset’s Bold 100-Year Vision Nov 21, 2023

Show notes

The co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski.

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Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences Nov 14, 2023

Show notes

Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.

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

Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work Nov 07, 2023

Show notes

As big as mobile a decade ago and the internet in the late '90s, voice is the next big thing in technology, says the president of WillowTree. Host: Steve Sanduski.

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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