The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.
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The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.Por Barron's Advisor
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How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.Por Barron's Advisor
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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.Por Barron's Advisor
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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.Por Barron's Advisor
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“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.Por Barron's Advisor
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The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.Por Barron's Advisor
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How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.Por Barron's Advisor
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Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.Por Barron's Advisor
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The CEO and founder of Carson Group shares what he's learned building his $35 billion wealth management firm over four decades. Host: Greg Bartalos.Por Barron's Advisor
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The managing director and wealth manager at Cresset explains how advisors can help clients through a divorce, death, sale of a company, or other important transition. Host: Greg Bartalos .Por Barron's Advisor
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Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.Por Barron's Advisor
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The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos.Por Barron's Advisor
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Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos.Por Barron's Advisor
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Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos.Por Barron's Advisor
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Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.Por Barron's Advisor
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Wealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos.Por Barron's Advisor
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Learn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski.Por Barron's Advisor
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Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos.Por Barron's Advisor
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Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.Por Barron's Advisor
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The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos.Por Barron's Advisor
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The co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski.Por Barron's Advisor
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Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.Por Barron's Advisor
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As big as mobile a decade ago and the internet in the late '90s, voice is the next big thing in technology, says the president of WillowTree. Host: Steve Sanduski.Por Barron's Advisor
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The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos.Por Barron's Advisor
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There's been a lot of hype around AI since the release of ChatGPT. Fidelity's head of data strategy describes what’s real, what's not, and what financial advisors should be doing with it right now. Host: Steve Sanduski.Por Barron's Advisor
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Advisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Bartalos.Por Barron's Advisor
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Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision
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An exploration of what money really means to people, what it represents, and how you can facilitate that discovery. Host: Steve Sanduski.Por Barron's Advisor
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The founder and CEO of Select Advisors Institute says practices should recognize, and cater to, what makes employees tick. Host: Greg Bartalos.Por Barron's Advisor
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Wealth is not just about security. It creates the freedom to pursue what’s at the intersection of your curiosity and what the world needs. Host: Steve Sanduski.Por Barron's Advisor
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The Barron’s-ranked managing director of Kayne Anderson Rudnick explains how advisors can keep clients happy while expanding their businesses. Host: Greg Bartalos.Por Barron's Advisor
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Ken Dychtwald: Navigating the Waves of Generational Change
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The dynamics surrounding generational change, longevity, and an evolving society require a rethinking of what it means to be a financial advisor. Host: Steve Sanduski.Por Barron's Advisor
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The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos.Por Barron's Advisor
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Mercer Capital's CEO offers a candid insider's perspective on the RIA M&A playbook and what’s really driving deals. Host: Steve Sanduski.Por Barron's Advisor
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The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos.Por Barron's Advisor
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Step beyond standard referral methods to learn how "sphere of influence" marketing is redefining client acquisition for the modern age. Host: Steve Sanduski.Por Barron's Advisor
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The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos.Por Barron's Advisor
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Growth is coming from a strategic focus on employee engagement, business development, client retention, and operational excellence and efficiency. Host: Steve SanduskiPor Barron's Advisor
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The principal advisor at family-owned Altfest Personal Wealth Management on four decades of advocating for women. Host: Greg Bartalos.Por Barron's Advisor
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Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-founder covers it all. Host: Steve Sanduski.Por Barron's Advisor
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Dedicated to driving awareness of the profession to younger and more diverse applicants, Healy shares tips for advisors looking to hire new talent. Host: Greg Bartalos.Por Barron's Advisor
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Through the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change. Host: Steve Sanduski.Por Barron's Advisor
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Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos.Por Barron's Advisor
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The high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how they apply at sea level. Host: Steve Sanduski.Por Barron's Advisor
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The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.Por Barron's Advisor
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When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet in short supply. Host: Steve Sanduski.Por Barron's Advisor
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Robert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. Host: Greg Bartalos.Por Barron's Advisor
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The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos.Por Barron's Advisor
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