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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:

How One RIA Created a Path for Next-Gen Talent to Become Partners Jul 26, 2022

Show notes

David Armstrong and Jessica Gibbs of Monument Wealth Management on how their firm helps employees advance and the power of “opinionated” content. Host: Greg Bartalos.

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The Art and Science of a High-Performing Advisor Website Jul 19, 2022

Show notes

Andy Crestodina, Orbit Media co-founder, has built more than 1,000 websites. He lays out what it takes to design one that attracts and converts the right prospects. Host: Steve Sanduski.

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Why Finding Young Workers Is Easy for This RIA Jul 12, 2022

Show notes

Sequoia Financial Group's Kevin Myeroff and Elizabeth Scheiderer discuss the success of their internship program. Host: Greg Bartalos.

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How to Attract and Retain Top Talent in a Tight Market Jul 05, 2022

Show notes

One reason why the big advisory firms keep getting bigger is they do a better job of creating a culture that attracts and retains top talent. Gartner's Brian Kropp shows how. Host: Steve Sanduski.

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How to Earn Guaranteed Income in a Time of Heightened Volatility Jun 28, 2022

Show notes

David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider commission-free annuities. Host: Greg Bartalos.

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Clinical Psychologist Shares the Science Behind Behavior Change Jun 21, 2022

Show notes

Dr. Joy Lere discusses how the mind works, how our beliefs are formed, and the tools and techniques we can use to guide positive behavior change for our clients. 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.

Chris Davis Picks Stocks, Praises Buffett, Rips Politicians Jun 14, 2022

Show notes

The chairman and portfolio manager of Davis Advisors on the importance of long-term investing and buying "durable, growing businesses at value prices." Host: Greg Bartalos.

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Former Yum! Brands CEO on Leadership, Talent, and Self-Coaching Jun 07, 2022

Show notes

David Novak distills decades of success into practical "dynasty drivers" that led to double-digit growth for 13 consecutive years. Host: Steve Sanduski.

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Shirl Penney on the 10 Things Elite Advisory Teams Do Best May 31, 2022

Show notes

Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos.

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Don't 'Follow Your Bliss.' Instead, Find Love in Your Work. May 24, 2022

Show notes

Love, the most powerful of human emotions, has been systematically drained from our lives - our work, teams, and classrooms. Marcus Buckingham says it's time we brought love back in. Host: Steve Sanduski.

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