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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:

Morgan Stanley's Audrey Choi: Focus on this macro trend Aug 03, 2021

Show notes

Some of the firm's fastest-growing teams and products are emphasizing ESG investing, she says. Host: Ross Snel.

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The Customer Isn't Always Right Jul 27, 2021

Show notes

"One of the key elements in a trusted advisor relationship is the willingness to challenge the client," management consultant John Hagel says. Host: Steve Sanduski.

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Engine No. 1 Emphasizes Investor Values Jul 20, 2021

Show notes

There's new attention on the power of shareholder voting, says the firm's ETF lead, Yasmin Dahya Bilger. Host: Greg Bartalos.

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Beyond Stubborn: Strategies for Changing Closed Minds Jul 13, 2021

Show notes

Ask questions, be patient, and embrace incrementalism, says Wharton School Professor Jonah Berger.

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Key Financial's Patti Brennan on Emphasizing 'Skin in the Game' Jul 06, 2021

Show notes

The top-ranked advisor says enabling all of her team to share in her firm's success has powered results.

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Morningstar's Sarah Newcomb on Helping Clients Break Bad Money Habits Jun 29, 2021

Show notes

One key is listening to the stories clients tell about money and determining whether they see themselves as personally in control of their finances, says Sarah Newcomb, Morningstar's behavioral economist.

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Wells Fargo's Heather Hunt-Ruddy on Making Good Advisors Great Jun 22, 2021

Show notes

The best athletes in the world have coaches, and the top advisors should as well, says Wells' head of wealth management business development.

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What Second City Improv Can Teach Advisors Jun 15, 2021

Show notes

Emphasizing the cohesive role of each member of an advisory team should enhance meetings with clients, Kelly Leonard says.

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UBS Advisor Adam Epstein on Unexpected ESG Investments Jun 08, 2021

Show notes

A private market real estate deal-plans to convert a New York City apartment tower to a homeless shelter-appealed to clients because the results could be seen locally and also offered outsized yield.

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What's Former LPL Chief Mark Casady Up To Now? Breaking Fintech Apart. Jun 01, 2021

Show notes

Old concepts must be disrupted to create "new solutions in the marketplace," says Mark Casady, who's now running a venture capital firm.

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