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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:

Charles Zhang on Efficiency, Community, and Caring for Animals May 17, 2022

Show notes

"We donate roughly 20% of our profit every year to our community and other places," says the founder and president of Zhang Financial. Host: Greg Bartalos.

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There Is No Such Thing as 'Apolitical' Leadership Anymore May 10, 2022

Show notes

Eric Pliner, who counsels top CEOs on how to make difficult decisions, says that you won't please everyone but there is a framework to help you make informed, effective decisions. Host: Steve Sanduski.

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Multigenerational Planning and 'The Most Important Thing to Parents' May 03, 2022

Show notes

Mariner Wealth Advisors' Valerie Newell describes how advisors should work with multigenerational families. Host: Greg Bartalos.

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How a Founder Can Step Down as CEO Yet Remain Pivotal in a New Role Apr 26, 2022

Show notes

Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives. Host: Steve Sanduski.

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Brian Hamburger on RIA's Biggest M&A Mistakes Apr 19, 2022

Show notes

"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos.

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

How Scott Hanson Grew Allworth Financial From $10M Into a $15B RIA Apr 12, 2022

Show notes

Hanson describes his evolution as a leader and the steps he took to ensure success. Host: Steve Sanduski.

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Jim Stack Warns About the Fed, Tech Stocks, and Real Estate Apr 05, 2022

Show notes

"It's conceivable that the blue chip indexes could drop 35 to 40%," says the founder of Stack Financial Management. Host: Greg Bartalos.

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Making Your Mark as CEO in Your First 100 Days Mar 29, 2022

Show notes

After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of how she hit the ground running. Host: Steve Sanduski.

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Patrick O'Shaughnessy on Custom Indexing and the Portfolio of You Mar 22, 2022

Show notes

The founder of Canvas on the evolution of the index fund to direct indexing and now custom indexing. Host: Greg Bartalos.

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The Mindsets That Define CEO Excellence Mar 15, 2022

Show notes

McKinsey & Company Senior Partners Scott Keller and Vik Malhotra discuss the six responsibilities of the CEO role and the associated mindsets that distinguish the best leaders from the rest. Host: Steve Sanduski.

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