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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 Organic Growth Is Powering a Pioneering RIA Oct 12, 2021

Show notes

"You've got to figure out how to grow organically. We've done it largely by overwhelming our clients with service," says Homrich Berg cofounder Andy Berg. Host: Greg Bartalos.

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How to Maximize Your Firm's Long-Term Value Oct 05, 2021

Show notes

Allen Darby, CEO of Alaris Acquisitions, on M&A and how to analyze your profit and loss statement to uncover ways to enhance your firm's worth. Host: Steve Sanduski.

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Clients Are 'Exhausted' and Want to Retire Early. Advisors Can Help. Sep 28, 2021

Show notes

People are recognizing that "life is not forever and they want to bring more purpose and intentionality to it," says Julie Kelly, a financial advisor with Edward Jones. 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.

Legendary Coach's Leadership Lessons Apply to Advisors, Too Sep 21, 2021

Show notes

Valorie Kondos Field, who never was an athlete, led the UCLA Bruins gymnastics team to seven national titles. "A coach's job isn't to dictate change in someone. It's to motivate them to want to make consistent change." Host: Steve Sanduski.

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Going the Extra Mile for Wealthy Clients Sep 14, 2021

Show notes

Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Host: Ross Snel.

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What Advisors Can Learn From a Decorated US Navy SEAL Veteran Sep 07, 2021

Show notes

Building trust happens over time yet "it doesn't take a lot to destroy that trust," says David Sears who retired from the Navy after serving for 20 years. 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.

Today's Art Market, Next-Gen Collectors, and NFTs Aug 31, 2021

Show notes

"All of wealth management and banking is trying to wrap their head around" the ecosystem of NFTs and digital art, says Evan Beard of Bank of America Private Bank. 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.

Demetri Kofinas on 'Financial Nihilism' Aug 24, 2021

Show notes

"People have increasingly lost faith in the models, frameworks, and moral codes that they grew up with," says the host of a popular podcast. 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.

YOLO as Policy and Why EQ Is More Important Than IQ Aug 17, 2021

Show notes

Brighton Jones CEO Jon Jones, who visited 35 countries with his family over a year, insists his employees achieve balance in their lives. Host: Greg Bartalos.

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The Relentless Rise of Intangible Assets Aug 10, 2021

Show notes

"Assets that you can't touch or feel are been becoming more and more important," says Stian Westlake, coauthor of Capitalism Without Capital. Host: Steve Sanduski.

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