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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Jon Foster: Multigenerational Planning and the Psychology of Wealth
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31:36
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.Par Barron's Advisor
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Andy Schell: Leadership Lessons From the High Seas
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36:16
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.Par Barron's Advisor
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Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent
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23:07
“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.Par Barron's Advisor
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Rick Buoncore: M&A Strategy and the Importance of Culture in Deals
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30:51
The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.Par Barron's Advisor
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Vinay Nair: Using AI to Personalize Wealth Management at Scale
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30:50
How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.Par Barron's Advisor
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Kay Lynn Mayhue: How to Create a Culture of Personal Development
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24:26
Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.Par Barron's Advisor
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Ron Carson: Lessons in Leadership for Financial Advisors
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23:06
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.Par Barron's Advisor
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Chloe Moore and Tracy Hutton: Talent Pipeline Secrets
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30:10
Par Barron's Advisor
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Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity
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19:41
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19:41
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 .Par Barron's Advisor
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Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It.
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18:39
Par Barron's Advisor
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Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership
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45:43
Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.Par Barron's Advisor
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Beverly Flaxington: The Art of Influence and Getting Results
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22:10
Par Barron's Advisor
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Kimberly Stewart: Improving Financial Literacy in the Black Community
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18:40
The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos.Par Barron's Advisor
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John Nersesian: 5% Cash Is Great. Don't Fall in Love With It.
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28:19
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28:19
Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos.Par Barron's Advisor
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Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow
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26:35
Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos.Par Barron's Advisor
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Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions
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27:05
Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.Par Barron's Advisor
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Jim Cahn: The 4 Pillars of Successful M&A
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10:14
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10:14
Wealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos.Par Barron's Advisor
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Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events
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37:20
Learn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski.Par Barron's Advisor
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Mary Ann Bartels: Bullish on Stocks, Bonds, Bitcoin in 2024
35:51
35:51
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35:51
Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos.Par Barron's Advisor
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Suzanne Peterson: How to Become an Effective and Admired Leader
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41:24
Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.Par Barron's Advisor
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Neela Hummel: On Hiring Women and Advising Female Clients
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15:13
The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos.Par Barron's Advisor
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Eric Becker: Cresset’s Bold 100-Year Vision
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50:47
The co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski.Par Barron's Advisor
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Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences
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21:44
Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.Par Barron's Advisor
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Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work
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45:40
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.Par Barron's Advisor
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Angela Osborne: Effective Lead Generation Strategies for Advisors
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18:21
The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos.Par Barron's Advisor
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Andrew Brzezinski: Separating AI Hype From Reality
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40:39
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.Par Barron's Advisor
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Kristie Edling-Day: How Advisors Can Harness the Power of Technology
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26:53
Advisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Bartalos.Par Barron's Advisor
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Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision
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1:07:29
An exploration of what money really means to people, what it represents, and how you can facilitate that discovery. Host: Steve Sanduski.Par Barron's Advisor
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Amy Parvaneh: Creative Compensation Structures That Motivate Teams
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25:55
The founder and CEO of Select Advisors Institute says practices should recognize, and cater to, what makes employees tick. Host: Greg Bartalos.Par Barron's Advisor
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Tom Morgan: What Is Your Curiosity Calling You to Do?
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52:21
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.Par Barron's Advisor
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Spuds Powell: How to Take a Mature Practice to the Next Level
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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.Par Barron's Advisor
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Ken Dychtwald: Navigating the Waves of Generational Change
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1:00:37
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.Par Barron's Advisor
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Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT
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23:44
The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos.Par Barron's Advisor
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Matt Crow: M&A Secrets, Revelations, and Ticking Time Bombs
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56:55
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.Par Barron's Advisor
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Jane Hanson: The Power of Vulnerability and Other Tips for Advisors
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32:41
The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos.Par Barron's Advisor
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Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing
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45:55
Step beyond standard referral methods to learn how "sphere of influence" marketing is redefining client acquisition for the modern age. Host: Steve Sanduski.Par Barron's Advisor
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Nancy Daoud: Why Women Will 'Take Over' Wealth Management
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18:35
The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos.Par Barron's Advisor
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Sammy Azzouz: Mastering Organic Growth as an Independent RIA
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46:03
Growth is coming from a strategic focus on employee engagement, business development, client retention, and operational excellence and efficiency. Host: Steve SanduskiPar Barron's Advisor
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Karen Altfest: Advising Women, Widows and 9/11 Families
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14:33
The principal advisor at family-owned Altfest Personal Wealth Management on four decades of advocating for women. Host: Greg Bartalos.Par Barron's Advisor
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Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM
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47:28
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.Par Barron's Advisor
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Kate Healy: Evangelizing for Financial Planning as a Career Choice
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19:28
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.Par Barron's Advisor
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Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity
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43:40
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.Par Barron's Advisor
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Barry Ritholtz: How Advisors Can Create Killer Content
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25:46
Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos.Par Barron's Advisor
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Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer
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46:46
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.Par Barron's Advisor
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Michael Nathanson: What Advisors Can Learn From Charles Darwin
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25:39
The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.Par Barron's Advisor
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Kate Murphy: How to Truly Hear and Understand Your Clients
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47:04
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.Par Barron's Advisor
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How to Build an Enduring Legacy and Secure Long-Lasting Wealth
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22:59
Robert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. Host: Greg Bartalos.Par Barron's Advisor
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Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management
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22:17
The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos.Par Barron's Advisor
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Mal Makin’s Underrated—and Understated—Ways to Gain Clients
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35:15
The founder of Professional Planning Group discusses the power of transparency and having a light touch. Host: Greg Bartalos.Par Barron's Advisor
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‘Failure Is Not an Option.’ Lessons Learned From High Expectations
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23:36
Wells Fargo advisor Nelrae Pasha Ali on how she overcame long odds as a Black woman to excel in sports and wealth management. Host: Greg Bartalos.Par Barron's Advisor
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