The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Nayan Ranchhod: How Couples Are Thinking About Money and Retirement
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The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.By Barron's Advisor
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Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA
41:10
41:10
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41:10
Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.By Barron's Advisor
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Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture
45:21
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At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.By Barron's Advisor
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Leslie Zane: The New Rules of Persuasion for Financial Advisors
38:53
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38:53
Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.By Barron's Advisor
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Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
18:18
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18:18
Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.By Barron's Advisor
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'Resistance Money’: Decoding Bitcoin’s True Value Proposition
46:42
46:42
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The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.By Barron's Advisor
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Joe McQuaid: How to Build the Best Tech Stack for Your RIA
14:11
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14:11
Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.By Barron's Advisor
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Rick Kent: How I Scaled My RIA Into a $10 Billion Firm
36:57
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36:57
Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.By Barron's Advisor
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Cozy Wittman: Mastering the Brutal College Planning Process
36:27
36:27
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36:27
Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.By Barron's Advisor
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Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
40:22
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40:22
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.By Barron's Advisor
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Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’
37:51
37:51
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Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.By Barron's Advisor
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Jeff Brown: How to Successfully Transition From Advisor to CEO
19:12
19:12
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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.By Barron's Advisor
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Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth
35:29
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How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.By Barron's Advisor
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Jon Foster: Multigenerational Planning and the Psychology of Wealth
31:36
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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.By Barron's Advisor
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Andy Schell: Leadership Lessons From the High Seas
36:16
36:16
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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.By Barron's Advisor
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Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent
23:07
23:07
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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.By Barron's Advisor
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Rick Buoncore: M&A Strategy and the Importance of Culture in Deals
30:51
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The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.By Barron's Advisor
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Vinay Nair: Using AI to Personalize Wealth Management at Scale
30:50
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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.By Barron's Advisor
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Kay Lynn Mayhue: How to Create a Culture of Personal Development
24:26
24:26
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Merit Financial Advisors’ president says transparency, collaboration, and personality tests can spur growth for advisory firms. Host: Greg Bartalos.By Barron's Advisor
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Ron Carson: Lessons in Leadership for Financial Advisors
23:06
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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.By Barron's Advisor
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Chloe Moore and Tracy Hutton: Talent Pipeline Secrets
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By Barron's Advisor
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Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity
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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 .By Barron's Advisor
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Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It.
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By Barron's Advisor
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Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership
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Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.By Barron's Advisor
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Beverly Flaxington: The Art of Influence and Getting Results
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22:10
By Barron's Advisor
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Kimberly Stewart: Improving Financial Literacy in the Black Community
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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.By Barron's Advisor
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John Nersesian: 5% Cash Is Great. Don't Fall in Love With It.
28:19
28:19
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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.By Barron's Advisor
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Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow
26:35
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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.By Barron's Advisor
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Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions
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Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.By Barron's Advisor
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Jim Cahn: The 4 Pillars of Successful M&A
10:14
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Wealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos.By Barron's Advisor
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Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events
37:20
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Learn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski.By 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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Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos.By Barron's Advisor
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Suzanne Peterson: How to Become an Effective and Admired Leader
41:24
41:24
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Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.By Barron's Advisor
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Neela Hummel: On Hiring Women and Advising Female Clients
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The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos.By Barron's Advisor
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Eric Becker: Cresset’s Bold 100-Year Vision
50:47
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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.By Barron's Advisor
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Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences
21:44
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Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.By Barron's Advisor
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Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work
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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.By Barron's Advisor
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Angela Osborne: Effective Lead Generation Strategies for Advisors
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18:21
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The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos.By Barron's Advisor
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Andrew Brzezinski: Separating AI Hype From Reality
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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.By Barron's Advisor
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Kristie Edling-Day: How Advisors Can Harness the Power of Technology
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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.By Barron's Advisor
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Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision
1:07:29
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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.By Barron's Advisor
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Amy Parvaneh: Creative Compensation Structures That Motivate Teams
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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.By Barron's Advisor
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Tom Morgan: What Is Your Curiosity Calling You to Do?
52:21
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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.By 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.By Barron's Advisor
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Ken Dychtwald: Navigating the Waves of Generational Change
1:00:37
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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.By Barron's Advisor
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Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT
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The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos.By Barron's Advisor
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Matt Crow: M&A Secrets, Revelations, and Ticking Time Bombs
56:55
56:55
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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.By Barron's Advisor
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Jane Hanson: The Power of Vulnerability and Other Tips for Advisors
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The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos.By Barron's Advisor
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Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing
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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.By Barron's Advisor
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Nancy Daoud: Why Women Will 'Take Over' Wealth Management
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The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos.By Barron's Advisor
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