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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:

Faster Pace of Consolidation May 25, 2021

Show notes

Many small advisory firms will fare well, but Kestra Financial CEO James Poer says those resistant to affiliation or acquisition will struggle.

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Facts Versus Emotions May 18, 2021

Show notes

An effective financial advisor needs to be a good psychotherapist, says NPR social science correspondent Shankar Vedantam.

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Strategies for Winning, and Losing May 11, 2021

Show notes

Perseverance helps improve the odds of success and makes setbacks easier to handle, says financial advisor and former Olympian Lauryn Williams.

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Inheritance is About a Lot More Than Money May 04, 2021

Show notes

Families often achieve better outcomes by shifting the focus away from dollars, says Matt Wesley of Merrill Lynch's Center for Family Wealth, Dynamics and Governance.

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Bitcoin's Value as an Asset Class Apr 27, 2021

Show notes

Cryptocurrencies are worthy alternatives to investments like bonds and gold, as well as real estate and art, says Bitcoin entrepreneur Dan Held.

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The Growing Potential of Cannabis Apr 20, 2021

Show notes

As industrial use grows, medicinal use expands, and laws are changed, the investment potential for cannabis merits serious attention, says Arcview Group CEO Kim Kovacs.

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Before You Make That Presentation Apr 13, 2021

Show notes

When you're speaking to an audience, "It's not about what you want to say. It's about what they need," says communications expert Matt Abrahams.

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Prepping Portfolios for Inflation Apr 06, 2021

Show notes

Chris Cordaro of RegentAtlantic identifies the choices he's recommending to clients amid growing momentum in the economy.

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Don't Be a Problem Solver Mar 31, 2021

Show notes

More is accomplished by focusing on outcomes rather than simply vanquishing problems, says organizational and management consultant Robert Fritz.

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No CEO? No problem. Mar 23, 2021

Show notes

Decisions might come more slowly, but consensus building creates a stronger company, says Jack Petersen of Summit Trail Advisors.

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