The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Publishes | Twice weekly | Episodes | 285 | Founded | 5 years ago |
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Number of Listeners | Categories | BusinessInvestingManagement |
The chief investment officer at Pence Wealth Management expects that strong earnings and lower interest rates will lift the S&P 500 next year and particularly benefit smaller stocks. Host: Greg Bartalos.
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The Morgan Stanley managing director explains how advisors can serve multigenerational clients and cater to their ever-changing priorities while helping them achieve their goals.
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What financial advisors and entrepreneurs can learn from Yvon Chouinard and Patagonia’s paradoxical approach to capitalism, profit, and purpose. Host: Steve Sanduski, CFP.
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The executive director of the Women's Leadership Alliance discusses the importance of providing a clear career path to employees and creating a company culture that prioritizes trust and belonging. Host: Greg Bartalos.
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The episode featuring Liz Nesvold on Barron's Advisor is a valuable discussion on attracting and retaining female talent in the financial sector. Liz's insights on career advancement and inclusivity provide practical advice for RIAs. Highly recommended for financial firms looking to foster a diverse and inclusive workplace.
Very little about actual investment planning. It’s basically an attempt to highlight how women and minorities are amazing but those white men are just bad.
First WSJ turns woke... then Barron's. I'm sorry, I don't need to hear from Barry Ritholtz, who developed his NYC firm with blogs that promoted anti-conservativism, Trump-hate, etc., to learn how to develop content. This May 2023 episode belongs in 2016 when Barry was in the business paying these people for their nonsense extra blogs that helped no one with their personal finances or investing issues.
really top notch. first class guy and interview.
I’ll listen to it a second time for sure
5-star rating in a ONE star rated neighborhood
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #191 |
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This series provides in-depth interviews with leading wealth management professionals, focusing on various critical areas such as hiring, compensation, marketing strategies, and the dynamics of next-generation advisors. Through engaging discussions, experts share their insights and experiences, highlighting the challenges and opportunities present in the financial advisory landscape. The content is especially tailored for financial advisors, wealth management firms, and professionals looking to stay informed on industry trends and establish meaningful connections with their clients and peers. The emphasis on mentorship, intergenerational conversations, and evolving client relationships sets this series apart as a valuable resource for both ... more
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These podcasts share a similar audience with Barron's Advisor:
1. Barron's Live
2. Barron's Streetwise
3. Investing Insights
4. The Perfect RIA
5. Kitces and Carl - Real Talk for Real Financial Advisors
Barron's Advisor launched 5 years ago and published 285 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Barron's Advisor include:
1. Stephanie Gularte
2. Michele Welsh
3. Michael Nathanson
4. Suzanne Siracuse
5. Emily Malone
6. Sandy Kaul
7. Riley Saunders
8. Sebastian Mallaby
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