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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:

Lean into Your Business Now... Hard Jul 14, 2020

Show notes

Frank Marzano & Steve Raneri, GM Advisory Group, discuss why you should invest in your business now, take a hard look at gold, and protect clients from themselves.

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Don't Compromise Your Family Life Jul 07, 2020

Show notes

Spuds Powell, Barron's top-rated RIA, shares his view on the market, when to turn away a client and the importance of keeping work/life balance.

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The Big Get Bigger. The Strong Get Stronger. Jun 23, 2020

Show notes

Jim Hays, President of Wells Fargo Advisors, discusses the evolution of advisory teams, the impact of RegBI and how to tackle the industry's diversity challenge.

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Don't Confuse Activity for Progress Jun 16, 2020

Show notes

Marty Bicknell, founder of $28b national RIA firm Mariner, discusses diversity, what he's telling clients and why his firm is onboarding new clients at a record pace.

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The Industry's Diversity Challenge Jun 10, 2020

Show notes

TD Ameritrade's Kate Healy discusses the lack of diversity in financial services, how advisors can attract young talent and engage young clients.

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When the Phone's the Heaviest... Jun 03, 2020

Show notes

Colleen O'Callaghan from JP Morgan Securities, whose team manages $2b in assets, thinks volatility is a learning opportunity for the next generation.

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Be Agile, Innovative and Resilient May 26, 2020

Show notes

Beacon Pointe's Shannon Eusey and Matt Cooper discuss the M&A landscape, the value of face to face connection, and the fundamental change facing the industry.

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Transparency and Alignment May 19, 2020

Show notes

Morgan Stanley's Lyon Polk and partner Deborah Montaperto talk about a Covid close call, lending for HNW clients, the municipal-bond selloff and recent rally.

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How to Lose a Client in 9 Days May 12, 2020

Show notes

Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, on why the challenges from the coronavirus can only be solved by strengthening relationships.

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Adversity Reveals True Character May 05, 2020

Show notes

Andy Saperstein, Head of Morgan Stanley Wealth Management discusses the value of advice and how the pandemic will change the industry for the better.

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