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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:

Michael Nathanson: What Advisors Can Learn From Charles Darwin Apr 18, 2023

Show notes

The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.

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Kate Murphy: How to Truly Hear and Understand Your Clients Apr 04, 2023

Show notes

When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet in short supply. Host: Steve Sanduski.

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How to Build an Enduring Legacy and Secure Long-Lasting Wealth Mar 21, 2023

Show notes

Robert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. 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.

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

Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management Mar 07, 2023

Show notes

The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. 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.

Mal Makin’s Underrated—and Understated—Ways to Gain Clients Feb 21, 2023

Show notes

The founder of Professional Planning Group discusses the power of transparency and having a light touch. Host: Greg Bartalos.

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‘Failure Is Not an Option.’ Lessons Learned From High Expectations Feb 07, 2023

Show notes

Wells Fargo advisor Nelrae Pasha Ali on how she overcame long odds as a Black woman to excel in sports and wealth management. Host: Greg Bartalos.

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How to Keep Clients From Acting on Fear and Greed Jan 24, 2023

Show notes

Scott Tiras, president of Tiras Wealth Management, shares evergreen lessons. 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.

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

CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’ Jan 10, 2023

Show notes

“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says the CMO. Host: Greg Bartalos.

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A Candy Bar, a 10-Year Old, and a Successful RIA Dec 27, 2022

Show notes

Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos.

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Using Stories to Connect with Clients and Prospects Dec 20, 2022

Show notes

Storytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clients. Host: Steve Sanduski.

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