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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:

The Three W's Sep 29, 2020

Show notes

The best method to make flexible work arrangements a success is defining "Who will do What by When," says leadership consultant Fran Skinner.

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Living at Work Sep 22, 2020

Show notes

Aspiriant CEO Rob Francais explains how his firm avoids work-from-home burnout through new engagement strategies with colleagues and clients.

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The Longevity Economy Sep 15, 2020

Show notes

MIT AgeLab's Joe Coughlin explains how Covid has sharply accelerated changes in retirement planning and retirement itself.

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Beyond the Screens Sep 09, 2020

Show notes

Balentine's Brittain Prigge says her firm has prioritized different ways of getting to know people.

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Reset Client and Colleague Relationships Sep 01, 2020

Show notes

Katy Knox, president of Bank of America Private Bank, says this period is an opportunity to work differently.

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Find Your Signal in the Digital Noise Aug 25, 2020

Show notes

RIA executive David Armstrong elaborates on how to ensure your firm's digital media efforts generate real value.

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Why Self-Care is Job One Aug 18, 2020

Show notes

Clinical psychologist Melissa Milanak, who specializes in stress, anxiety and sleep disorders, offers ideas on prioritizing self-care.

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Think About Your Digital Engagement Aug 11, 2020

Show notes

Bill Crager, CEO of Envestnet, discusses how the pandemic has fueled tech disruption of the advisory industry.

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Convert Outsiders into Insiders Aug 04, 2020

Show notes

D.A. Abrams, managing director of the CFP Board's Center for Financial Planning, discusses how teams of the future will be more representative and what advisors can do now to promote diversity.

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Clients Can Take Their Business Anywhere Jul 29, 2020

Show notes

Kimberlee Orth, Barron's top-ranked woman advisor, tells me that her business is about much more than asset allocation. Find out why she's wearing office clothes every day, what she says to every client, and why she's not worried about the election.

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