Barron's Advisor

by Barron's Advisor

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

Episodes

Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed

40m · Published 28 May 15:04

The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.

Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’

37m · Published 21 May 15:30

Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.

Jeff Brown: How to Successfully Transition From Advisor to CEO

19m · Published 14 May 16:13

The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.

Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth

35m · Published 07 May 15:23

How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.

Jon Foster: Multigenerational Planning and the Psychology of Wealth

31m · Published 30 Apr 15:35

The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos.

Andy Schell: Leadership Lessons From the High Seas

36m · Published 23 Apr 16:10

The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.

Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent

23m · Published 16 Apr 15:15

“A tremendous war for talent” means that RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.

Rick Buoncore: M&A Strategy and the Importance of Culture in Deals

30m · Published 09 Apr 14:41

The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.

Vinay Nair: Using AI to Personalize Wealth Management at Scale

30m · Published 02 Apr 16:49

How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.

Kay Lynn Mayhue: How to Create a Culture of Personal Development

24m · Published 26 Mar 14:23

Merit Financial Advisors’ president says that transparency, collaboration, and personality tests can spur growth throughout advisory firms. Host: Greg Bartalos.

Barron's Advisor has 209 episodes in total of non- explicit content. Total playtime is 121:19:25. The language of the podcast is English. This podcast has been added on August 20th 2022. It might contain more episodes than the ones shown here. It was last updated on May 31st, 2024 18:11.