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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 Kitces on Fees, M&A, and the RIA Model's 'Compounding Growth' Dec 21, 2021

Show notes

The co-founder of the XY Planning Network says the growth trend for registered investment advisor firms is "almost inevitable." Hosts: Jack Otter and Ray Sclafani.

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Ric Edelman Talks Bitcoin, Digital Assets and Wealth Management Dec 14, 2021

Show notes

Historically, advisors were routinely asked "why are you recommending Bitcoin?" says the founder of the Digital Assets Council of Financial Professionals. "The question is now becoming, why aren't you?" Host: Jack Otter.

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Practical Ways to Build a More Diverse and Inclusive Organization Dec 07, 2021

Show notes

Rohit Bhargava, founder of the Non-Obvious Company and Ideapress Publishing, also discusses how to host and participate in events that exemplify diversity and inclusion. Host: Steve Sanduski.

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Why Advisors Keep Screwing Up Their Marketing and How to Get it Right Nov 30, 2021

Show notes

"You have to figure out who you are, who you are meant to serve, why you want to serve them and everything else will flow out of that," says Patrick Brewer, president and CMO of WealthSource. Host: Greg Bartalos.

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Strategies for Turning Difficult Clients Into Favorites Nov 23, 2021

Show notes

"If I've got a client with very low emotional intelligence, this is going to make my job as an advisor much more challenging," says Beverly Flaxington, cofounder of The Collaborative. Host: Greg Bartalos.

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The Art and Science of Cultivating Influence Nov 16, 2021

Show notes

Influence is a byproduct of who we are connected to, how much our connections trust us, and the sense of community that we share, according to author and behaviorist Jon Levy. Host: Steve Sanduski.

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Advisors Keep Missing Client Cues. How More Self Awareness Can Help. Nov 09, 2021

Show notes

"Advisors are in a way in a therapeutic sort of relationship that requires staying with curiosity longer than maybe they'd like to," says author and management consultant Beverly Flaxington. Host: Greg Bartalos.

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Using Pressure to Your Advantage Nov 02, 2021

Show notes

Dane Jensen, CEO of Third Factor, says pressure, when understood correctly, can be a catalyst for peak performance. He details how to turn pressure into your ally using the "Pressure Equation." Host: Steve Sanduski.

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Spuds Powell on Fear, Confirmation Bias and the Modern Media Oct 26, 2021

Show notes

Kayne Anderson Rudnick's managing director discusses alts and the firm's defensive market posture. Host: Greg Bartalos.

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Victoria Song: A Meta-Framework to 'Bending Reality' Oct 19, 2021

Show notes

Only by facing fear head-on is it possible to quiet your "impending doom generator" and realize your full potential, says Victoria Song, author and leadership advisor to successful founders and CEOs. Host: Steve Sanduski.

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