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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:

What It Takes to Run a Successful Multigenerational Team Oct 04, 2022

Show notes

Scott Wilson and Crystal Ho of the Atlas Group on the importance of hiring employees who share chemistry, dedication, and a desire to learn. Host: Greg Bartalos.

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Making the Shift From Entrepreneur to Leader Sep 27, 2022

Show notes

Your company’s success rises or falls based on your leadership ability. Here’s the playbook for leading in a post-pandemic world with Antonia Hock. Host: Steve Sanduski.

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Succession Planning, Next-Gen Talent, and What the Best Leaders Do Sep 20, 2022

Show notes

More advisors are getting serious about the future, says Ray Sclafani, the CEO and founder of ClientWise. Host: Greg Bartalos.

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4 Simple Tools to Help Your Clients Achieve Their Goals Sep 13, 2022

Show notes

Social psychologist and scientist Dr. Emily Balcetis explains how to use vision and brain science to overcome challenges and achieve our most important goals. Host: Steve Sanduski.

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How Advisors Can Manage Their Social-Media Presence Like Pros Sep 06, 2022

Show notes

Jeff Bradanini, financial advisor and director of marketing for Beirne Wealth Consulting, on how advisors can use social media and digital marketing to gain clients. 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.

The Complete Guide to Advisor Podcasting Aug 30, 2022

Show notes

Podcasting makes you a better advisor. It deepens your client relationships. You’ll meet new people and make intriguing connections. And it helps with client prospecting and recruiting new team members. Host: Steve Sanduski.

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Video Killed the Radio Star but Can Give New Life to Advisor Practices Aug 23, 2022

Show notes

Advisors must leverage technology or risk falling behind, says Mike Byrnes, founder and president of Byrnes Consulting. Host: Greg Bartalos.

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The Business Case for Cultivating Empathy Aug 16, 2022

Show notes

Far from “soft,” empathy is an important business skill that fuels great businesses and brands, increases retention, drives profits, and supports employees’ wellbeing. Host: Steve Sanduski.

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What It Takes to Be a Great COO Aug 09, 2022

Show notes

Allison Felix, who rose from executive assistant to chief operating officer at Cassaday & Co., on what it takes to succeed. Host: Greg Bartalos.

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Salesforce's Tiffani Bova on the 5 Keys to Driving Faster Growth Aug 02, 2022

Show notes

Employee experience drives customer experience and that leads to faster sales growth. Bova shares the core elements of employee experience you should focus on to drive that growth. Host: Steve Sanduski.

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