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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:

Angela Osborne: Effective Lead Generation Strategies for Advisors Oct 31, 2023

Show notes

The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos.

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Andrew Brzezinski: Separating AI Hype From Reality Oct 24, 2023

Show notes

There's been a lot of hype around AI since the release of ChatGPT. Fidelity's head of data strategy describes what’s real, what's not, and what financial advisors should be doing with it right now. Host: Steve Sanduski.

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Kristie Edling-Day: How Advisors Can Harness the Power of Technology Oct 17, 2023

Show notes

Advisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Bartalos.

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Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision Oct 10, 2023

Show notes

An exploration of what money really means to people, what it represents, and how you can facilitate that discovery. Host: Steve Sanduski.

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Amy Parvaneh: Creative Compensation Structures That Motivate Teams Oct 03, 2023

Show notes

The founder and CEO of Select Advisors Institute says practices should recognize, and cater to, what makes employees tick. Host: Greg Bartalos.

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Tom Morgan: What Is Your Curiosity Calling You to Do? Sep 26, 2023

Show notes

Wealth is not just about security. It creates the freedom to pursue what’s at the intersection of your curiosity and what the world needs. Host: Steve Sanduski.

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Spuds Powell: How to Take a Mature Practice to the Next Level Sep 19, 2023

Show notes

The Barron’s-ranked managing director of Kayne Anderson Rudnick explains how advisors can keep clients happy while expanding their businesses. Host: Greg Bartalos.

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Ken Dychtwald: Navigating the Waves of Generational Change Sep 12, 2023

Show notes

The dynamics surrounding generational change, longevity, and an evolving society require a rethinking of what it means to be a financial advisor. Host: Steve Sanduski.

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Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT Sep 05, 2023

Show notes

The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos.

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Matt Crow: M&A Secrets, Revelations, and Ticking Time Bombs Aug 29, 2023

Show notes

Mercer Capital's CEO offers a candid insider's perspective on the RIA M&A playbook and what’s really driving deals. 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.

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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