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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:

Content is the Future Apr 28, 2020

Show notes

Josh Brown, CEO of Ritholtz Wealth Management, discusses portfolio construction, his anxiety around managing a team, and how he got a million Twitter followers.

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We're Stronger Together Apr 20, 2020

Show notes

Louise Gunderson whose UBS team manages about $1 billion for high-net-worth clients, talks about rethinking client portfolios.

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There's More Pain to Come Apr 13, 2020

Show notes

Lori Van Dusen, Founder and CEO of LVW Advisors, a registered investment advisory firm, discusses why she thinks stocks may retest the lows.

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Stay Strong, Stay Safe, and Stay Bullish Apr 06, 2020

Show notes

Andy Sieg, president of Merrill Lynch Wealth Management, on how his firm is navigating the challenges and current market volatility presented by COVID-19.

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Clients Pay Me to Be a Realist Mar 31, 2020

Show notes

Ron Carson, Barron's Hall of Fame Advisor and founder of Carson Group, on how he is managing client expectations and how the Coronavirus will reward quality advisors.

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