Barron's Advisor - TopPodcast.com

Latest Episodes:

Being like Bezos Mar 16, 2021

Show notes

Best practices learned while working with Amazon's CEO can be adopted at many firms, says former Amazon executive Bill Carr.

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The Customer Service Dimension Mar 09, 2021

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Unlike investment returns or interest rates, advisors can fully control the quality of service they provide to clients, says Cassaday & Co. CEO Stephan Cassaday.

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The Power of Stories Mar 02, 2021

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"It's very tough to get through just with information," says journalist and author Trish Hall.

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Love at First Sight? No, but ... Feb 23, 2021

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UBS advisors Rachel Gottlieb and Will Rose weren't interested initially in becoming business partners, but then recruited a new client together.

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Invest in the Mind Feb 16, 2021

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Developing better skills centered on awareness and concentration can lead to high performance, psychologist Michael Gervais says.

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The Experience Factor Feb 09, 2021

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Prospects like professional athletes should be wary of advisory firms with short track records, says Rockefeller Capital Management's Michael Bapis.

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Tell Me a Story Feb 02, 2021

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Advisors who are successful at recruiting have a strong sense of how to talk about themselves, author Annette Simmons says.

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It's All About Growth Jan 27, 2021

Show notes

"Every meeting that we go to, it's the same type of narrative," says Ben Harrison, the head of Pershing's RIA custody business.

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Examining Modern Monetary Theory Jan 19, 2021

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Author Stephanie Kelton says the nation should reject "myths" about government deficits and spend even more aggressively to bolster the economy.

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Advisory Firms: An Existential Challenge Jan 12, 2021

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Goldman Sachs financial planning executives Joe Duran and Larry Restieri discuss whether sustaining an advisory practice by growing independently is realistic.

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