Barron's Advisor

Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves

Tue, 12 May 2026 18:17:00 -0000

The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos.

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Anthony Scaramucci: How Inflation and Populism Change Financial Advice

Tue, 05 May 2026 15:52:00 -0000

The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism and educate clients about AI and digital assets. Host: Steve Sanduski.

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State Street’s Yie-Hsin Hung: We’re Not Done Innovating

Tue, 28 Apr 2026 15:58:00 -0000

State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos.

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Rob Nelson: Nine Converging Forces in Financial Advice

Tue, 21 Apr 2026 14:00:00 -0000

The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani.

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Omani Carson: What He Learned After ‘Winning’ the Game

Tue, 14 Apr 2026 15:18:00 -0000

Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP.

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Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’

Tue, 07 Apr 2026 16:18:00 -0000

Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host: Greg Bartalos.

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Jason Early: How Top Advisors Win Business Owner Clients

Tue, 31 Mar 2026 14:54:00 -0000

The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP.

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Michelle Magner: Powering Growth Through an Integrated Framework

Tue, 24 Mar 2026 15:56:00 -0000

A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani.

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Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen

Thu, 19 Mar 2026 15:00:00 -0000

The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity.

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Liz Ann Sonders: Inflation, AI, and the Next Market Cycle

Tue, 17 Mar 2026 17:53:00 -0000

Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP.

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Mollie Colavita: The Blueprint for Modern Advisory Success

Tue, 10 Mar 2026 18:28:00 -0000

The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos.

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Nate Fisher: Stay Focused on the Client Relationship | Next Gen

Thu, 05 Mar 2026 16:00:00 -0000

The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson..

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Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow

Tue, 03 Mar 2026 16:32:00 -0000

Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP.

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Eleni Mavromati: What It Takes to Be a Great Wealth Management COO

Tue, 24 Feb 2026 16:29:00 -0000

The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive in the future. Host: Greg Bartalos.

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Katie Partridge: Financial Advice for Tech Founders | Next Gen

Thu, 19 Feb 2026 22:59:00 -0000

The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer.

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Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million

Tue, 17 Feb 2026 17:13:00 -0000

Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP.

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Nancy Daoud: The Changing Nature of Asset Allocation

Tue, 10 Feb 2026 17:10:00 -0000

The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos.

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Frank McKiernan: ‘A Client Is a Client’ | Next Gen

Thu, 05 Feb 2026 20:18:00 -0000

The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions.

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Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio

Tue, 03 Feb 2026 17:08:00 -0000

The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve Sanduski, CFP.

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Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning

Tue, 27 Jan 2026 16:36:00 -0000

Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos.

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Emily Green: Women, Wealth, and Alternative Investments | Next Gen

Thu, 22 Jan 2026 20:06:00 -0000

Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments.

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Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors

Tue, 20 Jan 2026 18:04:00 -0000

The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans increases. Host: Steve Sanduski, CFP.

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Bill Cates: How Financial Advisors Can Master Their Marketing Message

Tue, 13 Jan 2026 17:13:00 -0000

The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal clients. Host: Greg Bartalos.

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Cameron Rogers: Investing With Impact | Next Gen

Thu, 08 Jan 2026 15:31:00 -0000

The Angeles Wealth Management financial advisor discusses the importance of offering a customized, values-based approach to financial advice and impact investing, particularly for women and younger generations.

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Seth Levine: The Capitalism That Advisors Were Trained for Is Ending

Tue, 06 Jan 2026 15:57:00 -0000

The co-founder of the Foundry VC fund discusses how to navigate uncertainty, complexity, and the future of capitalism. Host: Steve Sanduski, CFP.

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Jeff Gonyo: The Rise of the ‘Sell and Stay’ M&A Model

Tue, 30 Dec 2025 16:38:00 -0000

These deals offer operational relief to advisors and help them monetize their business while continuing to serve clients, says Steward Partners’ head of wealth management. Host: Greg Bartalos.

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Eric Leeper: Why Compensation Structure Is Vital to M&A Success

Tue, 23 Dec 2025 17:08:00 -0000

Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions. Host: Greg Bartalos.

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Doug Messina: Be Yourself and Connect With Clients | Next Gen

Thu, 18 Dec 2025 16:00:00 -0000

The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with clients and discusses the shift to holistic planning.

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Mary Ann Bartels: Tech and International Stocks to Rise in 2026

Tue, 16 Dec 2025 16:04:00 -0000

Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos.

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Troy Nelson: Building Strength Through Adversity

Tue, 09 Dec 2025 18:44:00 -0000

The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani.

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Tony Carpentieri: The Keys to a Successful Practice | Next Gen

Thu, 04 Dec 2025 16:00:00 -0000

The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI.

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John Furey: When RIAs Should Rebrand—and How to Make the Call

Tue, 02 Dec 2025 19:26:00 -0000

Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski, CFP.

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Debra Brennan Tagg: Challenges and Opportunities for Women in Finance

Tue, 25 Nov 2025 17:21:00 -0000

The president of BFS Advisory Group shares tips to help women, particularly those in wealth management and business owners, advance in their careers. Host: Greg Bartalos.

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Heather Robison: Success in a Small Town | Next Gen

Thu, 20 Nov 2025 15:33:00 -0000

Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations.

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Alison Dooher: Why Data Is the Engine Behind RIAs That Scale

Tue, 18 Nov 2025 16:29:00 -0000

Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Host: Steve Sanduski, CFP.

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John Nersesian: Make These Tax Moves Before 2026 Arrives

Tue, 11 Nov 2025 17:38:00 -0000

Pimco’s head of advisor education offers guidance on recent tax changes, covering investments, income tax, retirement, and legacy planning. Host: Greg Bartalos.

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Nate Lenz: Key Wealth Management Trends | Next Gen

Thu, 06 Nov 2025 16:20:00 -0000

The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors.

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Scott Sparks: How Starting in Insurance Gave His Firm an Advantage.

Tue, 04 Nov 2025 16:45:00 -0000

The founder and CEO of Sparks Financial discusses his firm's evolution from insurance to comprehensive wealth advisor, emphasizing multi-generational planning, tax mitigation, and a unique "second opinion" service. Host: Ray Sclafani.

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Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth

Tue, 28 Oct 2025 16:40:00 -0000

The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. Host: Greg Bartalos.

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Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen

Thu, 23 Oct 2025 15:00:00 -0000

The UBS financial advisor shares her best advice for advising clients who are going through a divorce.

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Alisa Maute: Cracking the Organic Growth Code for RIAs

Tue, 21 Oct 2025 16:18:00 -0000

Mercer Advisors’ head of client development discusses how the firm built a data-driven client development machine that separates advice from acquisition and drives measurable, repeatable growth. Host: Steve Sanduski, CFP.

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Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI

Tue, 14 Oct 2025 18:09:00 -0000

Pence Wealth Management's CIO expects strong earnings and lower interest rates to lift the S&P 500 and smaller stocks next year. Host: Greg Bartalos.

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Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen

Thu, 09 Oct 2025 17:52:00 -0000

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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David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire

Tue, 07 Oct 2025 14:00:00 -0000

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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Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams

Tue, 30 Sep 2025 14:43:00 -0000

The executive director of the Women's Leadership Alliance discusses providing a clear career path to employees and creating a company culture of trust and belonging. Host: Greg Bartalos.

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Ritik Malhotra: Independence, Culture, and AI | Next Gen

Thu, 25 Sep 2025 17:54:00 -0000

“There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealth, who also discusses how to establish a strong team culture and effectively use AI.

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Matt Reiner: Practical AI Use Cases for High-Growth RIAs

Tue, 23 Sep 2025 19:05:00 -0000

Capital Investment Advisors’ managing partner shares a clear-eyed look at what’s hype, what’s working, and how to experiment safely with AI. Host: Steve Sanduski, CFP.

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Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI

Tue, 16 Sep 2025 16:48:00 -0000

The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos.

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Ariana Bhatia: Investing for Multigenerational Families | Next Gen

Thu, 11 Sep 2025 17:07:00 -0000

The Merrill Lynch private advisor discusses how different generations approach their investment portfolios, why private investments are often misunderstood, and why they are so important to offer clients.

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Michael Nathanson: Scaling Your Firm From Practice to Enterprise

Tue, 09 Sep 2025 16:38:00 -0000

Focus Financial Partners' CEO shares the mindset and required shifts in structure to turn a billion-dollar AUM firm into a lasting 100-year enterprise. Host: Steve Sanduski, CFP.

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Suzanne Siracuse: How to Reinvent Yourself and Your Career

Tue, 02 Sep 2025 15:34:00 -0000

The former publisher turned wealth management consultant discusses authentic relationships, lessons from her career change, and why advisors should “give back.” Host: Greg Bartalos.

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Emily Malone: It’s Never too Late to Become an Advisor | Next Gen

Thu, 28 Aug 2025 15:00:00 -0000

The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients.

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Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook

Tue, 26 Aug 2025 16:05:00 -0000

The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP.

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Josh Bronstein: ‘Playing the Long Game Is Key’

Tue, 19 Aug 2025 16:31:00 -0000

“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani.

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Riley Saunders: The Psychology of Financial Planning | Next Gen

Thu, 14 Aug 2025 15:46:00 -0000

“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor.

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Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors

Tue, 12 Aug 2025 15:10:00 -0000

The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP.

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Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut

Tue, 05 Aug 2025 16:12:00 -0000

Welling discusses Mercer’s aggressive acquisition strategy, which grew assets under management seven-fold since 2017. Host: Greg Bartalos.

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Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen

Thu, 31 Jul 2025 15:16:00 -0000

The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients.

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Evan Osnos: What Advisors Need to Know About the New Gilded Age

Tue, 29 Jul 2025 15:23:00 -0000

The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP.

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How a Top Morgan Stanley Doctor Helps Clients Stay Healthy

Tue, 22 Jul 2025 19:32:00 -0000

Dr. Kim Henderson, head of health and wellness education, applies her medical expertise to help advisors when clients face health challenges. Host: Greg Bartalos.

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Tom Klingman: The Best Things About Independence | Next Gen

Thu, 17 Jul 2025 15:00:00 -0000

Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.”

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Edward Fishman: Weaponizing Finance and What It Means for Portfolios

Tue, 15 Jul 2025 15:23:00 -0000

The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP.

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Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business

Tue, 08 Jul 2025 14:44:00 -0000

The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani.

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Ryan Moran: Top Tips for Working With Younger Clients | Next Gen

Thu, 03 Jul 2025 15:00:00 -0000

The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more.

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Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis

Tue, 01 Jul 2025 15:34:00 -0000

A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP.

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Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection

Tue, 24 Jun 2025 16:25:00 -0000

Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network analyst and filmmaker, discuss the importance of storytelling, curiosity, and culture. Host: Greg Bartalos.

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Gina Thompson: Empowering Clients Through Education | Next Gen

Wed, 18 Jun 2025 15:00:00 -0000

“I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio director. “We aim to empower our clients through education.”

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Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained

Tue, 17 Jun 2025 14:54:00 -0000

Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP.

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Max Lane: Tech and the Future of Wealth Management

Tue, 10 Jun 2025 18:35:00 -0000

Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos.

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Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen

Thu, 05 Jun 2025 15:00:00 -0000

The managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the company.

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David DeVoe: How to Maximize Your RIA Firm’s Valuation

Tue, 03 Jun 2025 15:21:00 -0000

Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP.

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Raj Bhatia: Don’t Shy Away From Hiring Your Own Child

Tue, 27 May 2025 14:55:00 -0000

The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos.

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Kaden Bernstein: Key Ingredients for Success | Next Gen

Thu, 22 May 2025 15:00:00 -0000

The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits.

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Peter Wilken: The Biggest Branding Mistake Financial Advisors Make

Tue, 20 May 2025 16:07:00 -0000

Top marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, CFP.

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Joe McLean: Winning Strategies for Advisors Who Serve Athletes

Tue, 13 May 2025 15:54:00 -0000

The managing partner at MAI Capital Management on his time as a professional basketball player and how that experience helps him create successful outcomes for clients. Host: Greg Bartalos.

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Dane Burkholder: 3 Key Skills for Advisors | Next Gen

Thu, 08 May 2025 15:00:00 -0000

The ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management.

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Samantha Russell: What Works Right Now in Financial Advisor Marketing

Tue, 06 May 2025 17:24:00 -0000

The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP.

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10 Time-Tested Investment Principles for Volatile Markets

Tue, 29 Apr 2025 14:47:00 -0000

Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stick with their investment plans. Host: Greg Bartalos.

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Eric Sontag: Solving for Intergenerational Challenges | Next Gen

Thu, 24 Apr 2025 15:00:00 -0000

“Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to start,” says the president of Wealthspire Advisors.

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Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years

Tue, 22 Apr 2025 18:33:00 -0000

Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP.

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Jennifer Wallace: Resilience and the Importance of Mattering at Work

Tue, 15 Apr 2025 14:40:00 -0000

“We talk a lot about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos.

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James Taylor: The Power of Process | Next Gen

Thu, 10 Apr 2025 15:00:00 -0000

“I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Group at Morgan Stanley. “That’s because every single aspect of our business has a process around it.”

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Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA

Tue, 08 Apr 2025 16:03:00 -0000

Inside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP.

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Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors

Tue, 01 Apr 2025 15:37:00 -0000

The Barron’s-ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos.

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Alanna Morey: Making Content and Connecting With Clients | Next Gen

Thu, 27 Mar 2025 15:00:00 -0000

The Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media.

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Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice

Tue, 25 Mar 2025 15:02:00 -0000

Dennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your advisory practice. Host: Steve Sanduski, CFP.

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Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need

Tue, 18 Mar 2025 16:16:00 -0000

The head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can connect clients with experts who “always deliver.” Host: Greg Bartalos.

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Molly Townsend: Empowering Clients With Financial Literacy | Next Gen

Thu, 13 Mar 2025 15:00:00 -0000

The senior wealth strategy associate at UBS says “I've become very passionate about employee education and making that part of each and every relationship that I work with.”

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Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making

Tue, 11 Mar 2025 17:27:00 -0000

How financial advisors can help clients break free from societal scripts and set goals that truly align with their values. Host: Steve Sanduski, CFP.

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Jill Williams: Advice for Clients Facing Unexpected Retirement

Tue, 04 Mar 2025 15:56:00 -0000

The Ameriprise private wealth advisor discusses working with clients who fall on hard times and the importance of instilling them with hope. Host: Greg Bartalos.

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Max Winthrop: 'Quirkiness Matters' | Next Gen

Thu, 27 Feb 2025 15:53:00 -0000

“I think people inherently have quirks and sometimes we seek to hide those quirks because we want to put up a professional facade,” says Max Winthrop, CEO of Winthrop. “I like to joke around and I think that also makes me approachable.”

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Geri Eisenman Pell: Succession Planning Tips for Financial Advisors

Tue, 25 Feb 2025 19:01:00 -0000

Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.

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Tom Ruggie: What Financial Advisors Should Know About Collectibles

Tue, 18 Feb 2025 17:17:00 -0000

The CEO of Destiny Family Office discusses practical steps to help your clients value, protect, and pass on their collections. Host: Steve Sanduski, CFP.

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Unexpected Lessons Learned While Navigating Challenges | Next Gen

Thu, 13 Feb 2025 16:00:00 -0000

Hollis Montgomery, a financial advisor at Morgan Stanley Wealth Management, discusses her maternity leave and how it made her team more efficient and brought members “so much closer.”

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Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations

Tue, 11 Feb 2025 17:26:00 -0000

Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos.

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Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun

Tue, 04 Feb 2025 17:28:00 -0000

Steward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP.

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The Promise—and Peril—of Working With Family Members | Next Gen

Thu, 30 Jan 2025 16:00:00 -0000

Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA.

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Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs

Tue, 28 Jan 2025 16:25:00 -0000

The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos.

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Gary Roth and Mike Capelle: Blueprint for RIA M&A Success

Tue, 21 Jan 2025 17:19:00 -0000

The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP.

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Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen

Thu, 16 Jan 2025 16:20:00 -0000

“I'm very willing to admit what my strengths and my weaknesses are and hire around that to bring in people whose strengths are my weaknesses,” says Matthew Somberg, co-founder of Gottfried & Somberg Wealth Management.

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Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change

Tue, 14 Jan 2025 17:40:00 -0000

The Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Host: Greg Bartalos.

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How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen

Tue, 14 Jan 2025 14:06:00 -0000

Every other Thursday on Barron’s Advisor: The Way Forward: Next Generation, we speak with successful advisors who share their best advice for getting ahead and making an impact.

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David Newson: Proven RIA Marketing Strategies for 15% Organic Growth

Tue, 07 Jan 2025 18:04:00 -0000

The founder of XNW Digital provides a step-by-step roadmap to help advisors accelerate growth at their firms. Host: Steve Sanduski, CFP.

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Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity

Tue, 31 Dec 2024 19:53:00 -0000

The founder of Eleven Eleven Wellness and author of several books focused on health discusses how integrative medicine can help people live longer. Host: Greg Bartalos.

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Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025

Tue, 17 Dec 2024 18:07:00 -0000

Sanctuary Wealth’s chief investment strategist explains why she thinks we’re in the “golden age of investing.” Host: Greg Bartalos.

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Nikolee Turner: Mastering the Three-Phase Framework for M&A Success

Tue, 10 Dec 2024 16:06:00 -0000

Schwab’s head of business consulting shares actionable strategies to help you maximize value and minimize regret when buying, selling, and integrating a firm. Host: Steve Sanduski, CFP.

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Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea’

Tue, 03 Dec 2024 16:23:00 -0000

The world’s most recognized brands didn’t begin as large companies. Advisors should take note, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.

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Melinda Bremley: How to Assess and Hire Top Talent for Your RIA

Tue, 26 Nov 2024 16:17:00 -0000

The Chapman & Co. Leadership Institute partner demystifies the keys to assessing and developing effective leaders at all levels of your organization. Host: Steve Sanduski, CFP.

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Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors

Tue, 19 Nov 2024 17:44:00 -0000

The senior advice strategist at Vanguard’s Investment Advisory Research Center discusses how advisors can best serve next-gen clients amid a $84 trillion wealth transfer. Host: Greg Bartalos.

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Carley Dillon: How We Consistently Deliver Over 15% Organic Growth

Tue, 12 Nov 2024 16:35:00 -0000

Brighton Jones’ chief experience officer details how individual accountability and a focus on metrics consistently drive rapid growth. Host: Steve Sanduski, CFP.

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Keith Jacoby: How to Build and Lead a Large Wealth Management Firm

Tue, 05 Nov 2024 16:11:00 -0000

With 30 years of industry experience, the CEO of Clarity Wealth—and “self-confessed process geek”— shares his best advice for advisors in leadership positions. Host: Ray Sclafani.

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Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race

Tue, 29 Oct 2024 15:21:00 -0000

How meticulous planning, trust in his team, and a commitment to shared values enabled a legendary sailor to overcome unimaginable challenges. Host: Steve Sanduski.

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Jackie Insinger: Positive Psychology Is the Key to Motivate Employees

Tue, 22 Oct 2024 15:44:00 -0000

The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive. Host: Greg Bartalos.

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Ramesh Srinivasan: The Power of Purpose-Driven Leadership

Tue, 15 Oct 2024 15:14:00 -0000

The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP.

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Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025

Tue, 08 Oct 2024 15:13:00 -0000

State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos.

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Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year

Tue, 01 Oct 2024 14:35:00 -0000

Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP.

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Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth

Tue, 24 Sep 2024 15:40:00 -0000

The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos and discusses RFG Advisory’s initiatives to help women. Host: Greg Bartalos.

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Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients

Tue, 17 Sep 2024 14:54:00 -0000

Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP.

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Nelrae Pasha Ali: How to Teach Teens About Money and Investing

Tue, 10 Sep 2024 16:08:00 -0000

The managing principal at Array Private Investment Advisory Group of Wells Fargo Financial Network discusses deferred gratification, budgeting, and what motivates teens. Host: Greg Bartalos.

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Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM

Tue, 03 Sep 2024 14:54:00 -0000

SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.

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Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients

Tue, 27 Aug 2024 16:28:00 -0000

The Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos.

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Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms

Tue, 20 Aug 2024 15:12:00 -0000

Cresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP.

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Michael Schaffer: Long-Term Investing in a Short-Term World

Tue, 13 Aug 2024 15:09:00 -0000

The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament. Host: Greg Bartalos.

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Matt Cooper: Driving Growth With M&A and Private Equity

Tue, 06 Aug 2024 15:08:00 -0000

How Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP.

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Nayan Ranchhod: How Couples Are Thinking About Money and Retirement

Tue, 30 Jul 2024 14:46:00 -0000

The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.

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Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA

Tue, 23 Jul 2024 13:40:00 -0000

Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.

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Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture

Tue, 16 Jul 2024 17:04:00 -0000

At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.

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Leslie Zane: The New Rules of Persuasion for Financial Advisors

Tue, 09 Jul 2024 14:35:00 -0000

Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.

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Peter Mallouk: Why Demand for Financial Advisors Will Only Increase

Tue, 02 Jul 2024 16:44:00 -0000

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.

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'Resistance Money’: Decoding Bitcoin’s True Value Proposition

Tue, 25 Jun 2024 13:59:00 -0000

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.

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Joe McQuaid: How to Build the Best Tech Stack for Your RIA

Tue, 18 Jun 2024 15:15:00 -0000

Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.

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Rick Kent: How I Scaled My RIA Into a $10 Billion Firm

Tue, 11 Jun 2024 14:31:00 -0000

Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.

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Cozy Wittman: Mastering the Brutal College Planning Process

Tue, 04 Jun 2024 15:40:00 -0000

Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.

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Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed

Tue, 28 May 2024 15:04:00 -0000

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.

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

Tue, 21 May 2024 15:30:00 -0000

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

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Jeff Brown: How to Successfully Transition From Advisor to CEO

Tue, 14 May 2024 16:13:00 -0000

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

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

Tue, 07 May 2024 15:23:00 -0000

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

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Jon Foster: Multigenerational Planning and the Psychology of Wealth

Tue, 30 Apr 2024 15:35:00 -0000

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

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Andy Schell: Leadership Lessons From the High Seas

Tue, 23 Apr 2024 16:10:00 -0000

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.

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

Tue, 16 Apr 2024 15:15:00 -0000

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.

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

Tue, 09 Apr 2024 14:41:00 -0000

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

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Vinay Nair: Using AI to Personalize Wealth Management at Scale

Tue, 02 Apr 2024 16:49:00 -0000

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

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

Tue, 26 Mar 2024 14:23:00 -0000

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

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Ron Carson: Lessons in Leadership for Financial Advisors

Tue, 19 Mar 2024 13:52:00 -0000

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.

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Chloe Moore and Tracy Hutton: Talent Pipeline Secrets

Tue, 12 Mar 2024 17:11:00 -0000

How to create a successful internship program with diverse talent to foster firm growth . Host: Steve Sanduski.

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Angela Raitzin: Life Changes, Ted Lasso, and the Power of Curiosity

Tue, 05 Mar 2024 18:03:00 -0000

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 .

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Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It.

Tue, 27 Feb 2024 17:42:00 -0000

The founding partner and advisor at Summit Trail Advisors discusses what most advisors get wrong, prenuptial agreements, and the importance of full financial disclosure in a marriage. Host: Greg Bartalos.

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Lisa Lutoff-Perlo: The CEO’s Guide to High-Performance Leadership

Tue, 20 Feb 2024 16:31:00 -0000

Discover the strategies CEOs employ to balance compassionate leadership with competitive excellence. Host: Steve Sanduski.

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Beverly Flaxington: The Art of Influence and Getting Results

Tue, 13 Feb 2024 16:52:00 -0000

The practice management consultant describes how financial advisors can effectively engage and motivate employees. Host: Greg Bartalos.

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Kimberly Stewart: Improving Financial Literacy in the Black Community

Tue, 06 Feb 2024 16:10:00 -0000

The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos.

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John Nersesian: 5% Cash Is Great. Don't Fall in Love With It.

Tue, 23 Jan 2024 15:55:00 -0000

Pimco’s head of advisor education explains how advisors can ensure that clients hold an appropriate amount of cash. Host: Greg Bartalos.

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Ray Sclafani: How Advisors Can Gain an Edge Today—and Tomorrow

Tue, 09 Jan 2024 16:06:00 -0000

Next generation team members will only become more important, says the CEO and founder of ClientWise. Host: Greg Bartalos.

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Mona Sobhani: Reinventing Self-identity Through Life’s Big Transitions

Tue, 02 Jan 2024 15:58:00 -0000

Discover how significant life events can serve as catalysts for profound personal transformation and self-discovery. Host: Steve Sanduski, CFP.

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Jim Cahn: The 4 Pillars of Successful M&A

Tue, 26 Dec 2023 14:44:00 -0000

Wealth Enhancement Group’s chief investments and business development officer provides a roadmap for successful dealmaking. Host: Greg Bartalos.

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Rian Hill: The Advisor’s Guide to Hosting High-End Wine Events

Tue, 19 Dec 2023 16:25:00 -0000

Learn how memorable wine events can deepen client relationships and engage prospects. Host: Steve Sanduski.

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Mary Ann Bartels: Bullish on Stocks, Bonds, Bitcoin in 2024

Tue, 12 Dec 2023 16:59:00 -0000

Sanctuary Wealth’s chief investment strategist sees more gains ahead. Host: Greg Bartalos.

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Suzanne Peterson: How to Become an Effective and Admired Leader

Tue, 05 Dec 2023 16:39:00 -0000

Explore the powerful behaviors that set top leaders apart and how to implement them. Host: Steve Sanduski.

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Neela Hummel: On Hiring Women and Advising Female Clients

Tue, 28 Nov 2023 15:56:00 -0000

The co-CEO of Abacus Wealth Partners describes a landscape in which women control ever more wealth. Host: Greg Bartalos.

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Eric Becker: Cresset’s Bold 100-Year Vision

Tue, 21 Nov 2023 18:12:00 -0000

The co-founder and co-chairman explains how the multi-family office is blending tradition with modern financial dynamics. Host: Steve Sanduski.

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Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences

Tue, 14 Nov 2023 16:56:00 -0000

Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.

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Tobias Dengel: Voice Tech Will Profoundly Change How We Live and Work

Tue, 07 Nov 2023 19:36:00 -0000

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.

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Angela Osborne: Effective Lead Generation Strategies for Advisors

Tue, 31 Oct 2023 15:41:00 -0000

The COO of Bluespring Wealth Partners explains how advisors can implement lead gen strategies to boost growth. Host: Greg Bartalos.

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Andrew Brzezinski: Separating AI Hype From Reality

Tue, 24 Oct 2023 16:09:00 -0000

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.

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Kristie Edling-Day: How Advisors Can Harness the Power of Technology

Tue, 17 Oct 2023 15:10:00 -0000

Advisors adapted to portfolio management technology and robo-advisors. They also will they adapt to AI, says the LPL Financial exec. Host: Greg Bartalos.

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Saundra Davis: Using Money to Honor Your Values and Fuel Your Vision

Tue, 10 Oct 2023 15:21:00 -0000

An exploration of what money really means to people, what it represents, and how you can facilitate that discovery. Host: Steve Sanduski.

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Amy Parvaneh: Creative Compensation Structures That Motivate Teams

Tue, 03 Oct 2023 14:56:00 -0000

The founder and CEO of Select Advisors Institute says practices should recognize, and cater to, what makes employees tick. Host: Greg Bartalos.

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Tom Morgan: What Is Your Curiosity Calling You to Do?

Tue, 26 Sep 2023 14:45:00 -0000

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.

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Spuds Powell: How to Take a Mature Practice to the Next Level

Tue, 19 Sep 2023 16:13:00 -0000

The Barron’s-ranked managing director of Kayne Anderson Rudnick explains how advisors can keep clients happy while expanding their businesses. Host: Greg Bartalos.

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Ken Dychtwald: Navigating the Waves of Generational Change

Tue, 12 Sep 2023 13:43:00 -0000

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.

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Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT

Tue, 05 Sep 2023 17:27:00 -0000

The Warren Buffett disciple discusses how advisors can grow client wealth amid accelerating technological disruption. Host: Greg Bartalos.

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Matt Crow: M&A Secrets, Revelations, and Ticking Time Bombs

Tue, 29 Aug 2023 16:17:00 -0000

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.

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Jane Hanson: The Power of Vulnerability and Other Tips for Advisors

Tue, 22 Aug 2023 15:47:00 -0000

The Emmy Award-winning television journalist and coach explains how advisors can improve their communication skills. Host: Greg Bartalos.

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Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing

Tue, 15 Aug 2023 16:15:00 -0000

Step beyond standard referral methods to learn how "sphere of influence" marketing is redefining client acquisition for the modern age. Host: Steve Sanduski.

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Nancy Daoud: Why Women Will 'Take Over' Wealth Management

Tue, 08 Aug 2023 15:05:00 -0000

The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos.

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Sammy Azzouz: Mastering Organic Growth as an Independent RIA

Tue, 01 Aug 2023 16:02:00 -0000

Growth is coming from a strategic focus on employee engagement, business development, client retention, and operational excellence and efficiency. Host: Steve Sanduski

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Karen Altfest: Advising Women, Widows and 9/11 Families

Tue, 11 Jul 2023 14:47:00 -0000

The principal advisor at family-owned Altfest Personal Wealth Management on four decades of advocating for women. Host: Greg Bartalos.

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Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM

Tue, 27 Jun 2023 15:09:00 -0000

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.

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Kate Healy: Evangelizing for Financial Planning as a Career Choice

Tue, 13 Jun 2023 15:32:00 -0000

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.

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Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity

Tue, 30 May 2023 17:17:00 -0000

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.

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Barry Ritholtz: How Advisors Can Create Killer Content

Tue, 16 May 2023 16:16:00 -0000

Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos.

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Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer

Tue, 02 May 2023 17:40:00 -0000

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.

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Michael Nathanson: What Advisors Can Learn From Charles Darwin

Tue, 18 Apr 2023 15:54:00 -0000

The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.

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Kate Murphy: How to Truly Hear and Understand Your Clients

Tue, 04 Apr 2023 14:54:00 -0000

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.

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How to Build an Enduring Legacy and Secure Long-Lasting Wealth

Tue, 21 Mar 2023 16:50:00 -0000

Robert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. Host: Greg Bartalos.

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Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management

Tue, 07 Mar 2023 16:25:00 -0000

The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos.

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Mal Makin’s Underrated—and Understated—Ways to Gain Clients

Tue, 21 Feb 2023 18:29:00 -0000

The founder of Professional Planning Group discusses the power of transparency and having a light touch. Host: Greg Bartalos.

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‘Failure Is Not an Option.’ Lessons Learned From High Expectations

Tue, 07 Feb 2023 17:20:00 -0000

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.

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How to Keep Clients From Acting on Fear and Greed

Tue, 24 Jan 2023 16:42:00 -0000

Scott Tiras, president of Tiras Wealth Management, shares evergreen lessons. Host: Greg Bartalos .

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CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’

Tue, 10 Jan 2023 16:59:00 -0000

“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says the CMO. Host: Greg Bartalos.

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A Candy Bar, a 10-Year Old, and a Successful RIA

Tue, 27 Dec 2022 20:00:00 -0000

Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos.

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Using Stories to Connect with Clients and Prospects

Tue, 20 Dec 2022 17:52:00 -0000

Storytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clients. Host: Steve Sanduski.

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Why This Top Advisor Is Bullish on Muni Bonds, Value Stocks, and Alts

Tue, 13 Dec 2022 19:47:00 -0000

Holly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities. Host: Greg Bartalos.

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Investing to Create a World You Would Like to Retire In

Tue, 06 Dec 2022 16:07:00 -0000

New investment vehicles make it possible to attain market-like returns while not compromising your values. Host: Steve Sanduski.

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Teaming Is the Future. How One Advisory Firm Built a Dream Team.

Tue, 29 Nov 2022 18:58:00 -0000

Barron’s Hall of Fame advisor Kimberlee Orth describes how to get the most out of your team. Host: Greg Bartalos.

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Transforming Your Relationship With Money

Tue, 22 Nov 2022 20:02:00 -0000

Rather than constantly striving for more, we can transform our relationship with money by deepening our experience with what we already have, says author Lynne Twist. Host: Steve Sanduski.

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Goldman Sachs’ Joe Duran on Fixing America’s Retirement Savings Crisis

Tue, 15 Nov 2022 16:05:00 -0000

“The answers are not going to come from investing,” says the head of Goldman Sachs Personal Financial Management. Host: Greg Bartalos.

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The Power of Client Communities

Tue, 08 Nov 2022 16:15:00 -0000

Yes, we’re in a relationship business. And what better way to create a sense of trust, connection, and belonging than through building client communities. Host: Steve Sanduski.

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Jim Stack Stays Bearish But Spies Opportunity

Tue, 01 Nov 2022 14:52:00 -0000

Uncannily accurate with recent stock market calls, the Stack Financial Management founder offers a bittersweet forecast. Host: Greg Bartalos.

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Helping Women Face Their Financial Fears

Tue, 25 Oct 2022 18:00:00 -0000

Our relationship to money is complicated, especially for women who have an added cultural history layered on top. Sarah Carlson untangles this challenge. Host: Steve Sanduski.

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Are Stocks Facing a Lost Decade?

Tue, 18 Oct 2022 14:32:00 -0000

Risk management expert Rick Bookstaber makes the case against complacency. Host: Greg Bartalos.

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When Women Lead, What Happens?

Tue, 11 Oct 2022 13:15:00 -0000

The women who have been disrupting industries often share key commonalities that make them uniquely equipped to lead, grow businesses, and navigate crises. Here’s their story. Host: Steve Sanduski.

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What It Takes to Run a Successful Multigenerational Team

Tue, 04 Oct 2022 18:40:00 -0000

Scott Wilson and Crystal Ho of the Atlas Group on the importance of hiring employees who share chemistry, dedication, and a desire to learn. Host: Greg Bartalos.

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Making the Shift From Entrepreneur to Leader

Tue, 27 Sep 2022 16:03:00 -0000

Your company’s success rises or falls based on your leadership ability. Here’s the playbook for leading in a post-pandemic world with Antonia Hock. Host: Steve Sanduski.

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Succession Planning, Next-Gen Talent, and What the Best Leaders Do

Tue, 20 Sep 2022 14:52:00 -0000

More advisors are getting serious about the future, says Ray Sclafani, the CEO and founder of ClientWise. Host: Greg Bartalos.

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4 Simple Tools to Help Your Clients Achieve Their Goals

Tue, 13 Sep 2022 15:56:00 -0000

Social psychologist and scientist Dr. Emily Balcetis explains how to use vision and brain science to overcome challenges and achieve our most important goals. Host: Steve Sanduski.

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How Advisors Can Manage Their Social-Media Presence Like Pros

Tue, 06 Sep 2022 16:35:00 -0000

Jeff Bradanini, financial advisor and director of marketing for Beirne Wealth Consulting, on how advisors can use social media and digital marketing to gain clients. Host: Greg Bartalos.

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The Complete Guide to Advisor Podcasting

Tue, 30 Aug 2022 14:58:00 -0000

Podcasting makes you a better advisor. It deepens your client relationships. You’ll meet new people and make intriguing connections. And it helps with client prospecting and recruiting new team members. Host: Steve Sanduski.

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Video Killed the Radio Star but Can Give New Life to Advisor Practices

Tue, 23 Aug 2022 16:39:00 -0000

Advisors must leverage technology or risk falling behind, says Mike Byrnes, founder and president of Byrnes Consulting. Host: Greg Bartalos.

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The Business Case for Cultivating Empathy

Tue, 16 Aug 2022 15:42:00 -0000

Far from “soft,” empathy is an important business skill that fuels great businesses and brands, increases retention, drives profits, and supports employees’ wellbeing. Host: Steve Sanduski.

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What It Takes to Be a Great COO

Tue, 09 Aug 2022 15:45:00 -0000

Allison Felix, who rose from executive assistant to chief operating officer at Cassaday & Co., on what it takes to succeed. Host: Greg Bartalos.

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Salesforce's Tiffani Bova on the 5 Keys to Driving Faster Growth

Tue, 02 Aug 2022 16:16:00 -0000

Employee experience drives customer experience and that leads to faster sales growth. Bova shares the core elements of employee experience you should focus on to drive that growth. Host: Steve Sanduski.

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How One RIA Created a Path for Next-Gen Talent to Become Partners

Tue, 26 Jul 2022 16:12:00 -0000

David Armstrong and Jessica Gibbs of Monument Wealth Management on how their firm helps employees advance and the power of “opinionated” content. Host: Greg Bartalos.

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The Art and Science of a High-Performing Advisor Website

Tue, 19 Jul 2022 17:31:00 -0000

Andy Crestodina, Orbit Media co-founder, has built more than 1,000 websites. He lays out what it takes to design one that attracts and converts the right prospects. Host: Steve Sanduski.

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Why Finding Young Workers Is Easy for This RIA

Tue, 12 Jul 2022 19:03:00 -0000

Sequoia Financial Group's Kevin Myeroff and Elizabeth Scheiderer discuss the success of their internship program. Host: Greg Bartalos.

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How to Attract and Retain Top Talent in a Tight Market

Tue, 05 Jul 2022 15:37:00 -0000

One reason why the big advisory firms keep getting bigger is they do a better job of creating a culture that attracts and retains top talent. Gartner's Brian Kropp shows how. Host: Steve Sanduski.

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How to Earn Guaranteed Income in a Time of Heightened Volatility

Tue, 28 Jun 2022 16:40:00 -0000

David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider commission-free annuities. Host: Greg Bartalos.

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Clinical Psychologist Shares the Science Behind Behavior Change

Tue, 21 Jun 2022 17:03:00 -0000

Dr. Joy Lere discusses how the mind works, how our beliefs are formed, and the tools and techniques we can use to guide positive behavior change for our clients. Host: Steve Sanduski.

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Chris Davis Picks Stocks, Praises Buffett, Rips Politicians

Tue, 14 Jun 2022 17:04:00 -0000

The chairman and portfolio manager of Davis Advisors on the importance of long-term investing and buying "durable, growing businesses at value prices." Host: Greg Bartalos.

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Former Yum! Brands CEO on Leadership, Talent, and Self-Coaching

Tue, 07 Jun 2022 15:56:00 -0000

David Novak distills decades of success into practical "dynasty drivers" that led to double-digit growth for 13 consecutive years. Host: Steve Sanduski.

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Shirl Penney on the 10 Things Elite Advisory Teams Do Best

Tue, 31 May 2022 18:47:00 -0000

Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos.

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Don't 'Follow Your Bliss.' Instead, Find Love in Your Work.

Tue, 24 May 2022 17:36:00 -0000

Love, the most powerful of human emotions, has been systematically drained from our lives - our work, teams, and classrooms. Marcus Buckingham says it's time we brought love back in. Host: Steve Sanduski.

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Charles Zhang on Efficiency, Community, and Caring for Animals

Tue, 17 May 2022 17:50:00 -0000

"We donate roughly 20% of our profit every year to our community and other places," says the founder and president of Zhang Financial. Host: Greg Bartalos.

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There Is No Such Thing as 'Apolitical' Leadership Anymore

Tue, 10 May 2022 17:47:00 -0000

Eric Pliner, who counsels top CEOs on how to make difficult decisions, says that you won't please everyone but there is a framework to help you make informed, effective decisions. Host: Steve Sanduski.

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Multigenerational Planning and 'The Most Important Thing to Parents'

Tue, 03 May 2022 15:57:00 -0000

Mariner Wealth Advisors' Valerie Newell describes how advisors should work with multigenerational families. Host: Greg Bartalos.

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How a Founder Can Step Down as CEO Yet Remain Pivotal in a New Role

Tue, 26 Apr 2022 18:28:00 -0000

Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives. Host: Steve Sanduski.

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Brian Hamburger on RIA's Biggest M&A Mistakes

Tue, 19 Apr 2022 15:48:00 -0000

"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos.

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How Scott Hanson Grew Allworth Financial From $10M Into a $15B RIA

Tue, 12 Apr 2022 15:49:00 -0000

Hanson describes his evolution as a leader and the steps he took to ensure success. Host: Steve Sanduski.

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Jim Stack Warns About the Fed, Tech Stocks, and Real Estate

Tue, 05 Apr 2022 15:07:00 -0000

"It's conceivable that the blue chip indexes could drop 35 to 40%," says the founder of Stack Financial Management. Host: Greg Bartalos.

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Making Your Mark as CEO in Your First 100 Days

Tue, 29 Mar 2022 19:14:00 -0000

After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of how she hit the ground running. Host: Steve Sanduski.

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Patrick O'Shaughnessy on Custom Indexing and the Portfolio of You

Tue, 22 Mar 2022 13:22:00 -0000

The founder of Canvas on the evolution of the index fund to direct indexing and now custom indexing. Host: Greg Bartalos.

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The Mindsets That Define CEO Excellence

Tue, 15 Mar 2022 19:40:00 -0000

McKinsey & Company Senior Partners Scott Keller and Vik Malhotra discuss the six responsibilities of the CEO role and the associated mindsets that distinguish the best leaders from the rest. Host: Steve Sanduski.

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How to Attract Affluent Next-Gen Clients

Tue, 08 Mar 2022 18:04:00 -0000

"The vast majority of this demographic wants to feel more in control," says David Snider, founder and CEO of Harness Wealth. Host: Greg Bartalos.

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Decoding the Information in Emotions to Unlock Performance

Tue, 01 Mar 2022 16:16:00 -0000

Performance coach Denise Shull says don't fight the feeling. Instead, your performance will soar when you effectively answer, "What am I feeling and why am I feeling it?" Host: Steve Sanduski.

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How 2 Black Advisors Are Working to Change the 'Complexion of Wealth'

Tue, 22 Feb 2022 19:37:00 -0000

Dasarte Yarnway and Emlen Miles-Mattingly explain how they're helping underrepresented advisors. Host: Greg Bartalos.

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Exposing Generational Myths

Tue, 15 Feb 2022 15:58:00 -0000

Many of today's popular ideas around generational differences are superficial stereotypes that miss the majority of what's actually happening among generations. Host: Steve Sanduski.

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Financial Planning for Children With Special Needs

Tue, 08 Feb 2022 17:33:00 -0000

"This is a field that's going to give you a lot of emotional satisfaction when you know you've really helped a family," says Ken Van Leeuwen. Host: Greg Bartalos.

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Building an Employee Value Proposition With Schwab's Benchmarking Data

Tue, 01 Feb 2022 15:49:00 -0000

Cash compensation is just one of many factors that you have to get right if you want to attract and retain the best talent in the industry. Host: Steve Sanduski.

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Envestnet's Bill Crager on the Future of Financial Planning

Tue, 25 Jan 2022 19:57:00 -0000

Clients are "looking to get information at their fingertips whenever they want it." Host: Greg Bartalos.

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Harnessing the Energy of Money

Tue, 18 Jan 2022 18:34:00 -0000

Dr. Maria Nemeth discusses how to develop a healthy and powerful relationship with money that ultimately leads to living a fulfilling life as a hero's journey. Host: Steve Sanduski.

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Sports Memorabilia Offer 'Immense' Upside for Wealth Management Firms

Tue, 11 Jan 2022 17:43:00 -0000

Advisors can help themselves, their firms, and their clients, says Howard Epstein, a wealth management advisor and sports memorabilia expert. Host: Greg Bartalos.

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15 Top Insights From 2021's Actionable Intelligence Podcast

Tue, 04 Jan 2022 19:30:00 -0000

Steve Sanduski shares key insights from Season 1 of The Way Forward: Actionable Intelligence podcast and how you can apply them to your practice.

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Michael Kitces on Fees, M&A, and the RIA Model's 'Compounding Growth'

Tue, 21 Dec 2021 21:16:00 -0000

The co-founder of the XY Planning Network says the growth trend for registered investment advisor firms is "almost inevitable." Hosts: Jack Otter and Ray Sclafani.

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Ric Edelman Talks Bitcoin, Digital Assets and Wealth Management

Tue, 14 Dec 2021 21:19:00 -0000

Historically, advisors were routinely asked "why are you recommending Bitcoin?" says the founder of the Digital Assets Council of Financial Professionals. "The question is now becoming, why aren't you?" Host: Jack Otter.

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Practical Ways to Build a More Diverse and Inclusive Organization

Tue, 07 Dec 2021 23:12:00 -0000

Rohit Bhargava, founder of the Non-Obvious Company and Ideapress Publishing, also discusses how to host and participate in events that exemplify diversity and inclusion. Host: Steve Sanduski.

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Why Advisors Keep Screwing Up Their Marketing and How to Get it Right

Tue, 30 Nov 2021 15:58:00 -0000

"You have to figure out who you are, who you are meant to serve, why you want to serve them and everything else will flow out of that," says Patrick Brewer, president and CMO of WealthSource. Host: Greg Bartalos.

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Strategies for Turning Difficult Clients Into Favorites

Tue, 23 Nov 2021 17:51:00 -0000

"If I've got a client with very low emotional intelligence, this is going to make my job as an advisor much more challenging," says Beverly Flaxington, cofounder of The Collaborative. Host: Greg Bartalos.

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The Art and Science of Cultivating Influence

Tue, 16 Nov 2021 18:53:00 -0000

Influence is a byproduct of who we are connected to, how much our connections trust us, and the sense of community that we share, according to author and behaviorist Jon Levy. Host: Steve Sanduski.

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Advisors Keep Missing Client Cues. How More Self Awareness Can Help.

Tue, 09 Nov 2021 15:51:00 -0000

"Advisors are in a way in a therapeutic sort of relationship that requires staying with curiosity longer than maybe they'd like to," says author and management consultant Beverly Flaxington. Host: Greg Bartalos.

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Using Pressure to Your Advantage

Tue, 02 Nov 2021 17:05:00 -0000

Dane Jensen, CEO of Third Factor, says pressure, when understood correctly, can be a catalyst for peak performance. He details how to turn pressure into your ally using the "Pressure Equation." Host: Steve Sanduski.

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Spuds Powell on Fear, Confirmation Bias and the Modern Media

Tue, 26 Oct 2021 19:53:00 -0000

Kayne Anderson Rudnick's managing director discusses alts and the firm's defensive market posture. Host: Greg Bartalos.

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Victoria Song: A Meta-Framework to 'Bending Reality'

Tue, 19 Oct 2021 19:04:00 -0000

Only by facing fear head-on is it possible to quiet your "impending doom generator" and realize your full potential, says Victoria Song, author and leadership advisor to successful founders and CEOs. Host: Steve Sanduski.

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How Organic Growth Is Powering a Pioneering RIA

Tue, 12 Oct 2021 20:43:00 -0000

"You've got to figure out how to grow organically. We've done it largely by overwhelming our clients with service," says Homrich Berg cofounder Andy Berg. Host: Greg Bartalos.

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How to Maximize Your Firm's Long-Term Value

Tue, 05 Oct 2021 20:48:00 -0000

Allen Darby, CEO of Alaris Acquisitions, on M&A and how to analyze your profit and loss statement to uncover ways to enhance your firm's worth. Host: Steve Sanduski.

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Clients Are 'Exhausted' and Want to Retire Early. Advisors Can Help.

Tue, 28 Sep 2021 20:42:00 -0000

People are recognizing that "life is not forever and they want to bring more purpose and intentionality to it," says Julie Kelly, a financial advisor with Edward Jones. Host: Greg Bartalos.

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Legendary Coach's Leadership Lessons Apply to Advisors, Too

Tue, 21 Sep 2021 18:32:00 -0000

Valorie Kondos Field, who never was an athlete, led the UCLA Bruins gymnastics team to seven national titles. "A coach's job isn't to dictate change in someone. It's to motivate them to want to make consistent change." Host: Steve Sanduski.

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Going the Extra Mile for Wealthy Clients

Tue, 14 Sep 2021 20:59:00 -0000

Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Host: Ross Snel.

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What Advisors Can Learn From a Decorated US Navy SEAL Veteran

Tue, 07 Sep 2021 18:02:00 -0000

Building trust happens over time yet "it doesn't take a lot to destroy that trust," says David Sears who retired from the Navy after serving for 20 years. Host: Steve Sanduski.

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Today's Art Market, Next-Gen Collectors, and NFTs

Tue, 31 Aug 2021 19:09:00 -0000

"All of wealth management and banking is trying to wrap their head around" the ecosystem of NFTs and digital art, says Evan Beard of Bank of America Private Bank. Host: Greg Bartalos.

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Demetri Kofinas on 'Financial Nihilism'

Tue, 24 Aug 2021 21:11:00 -0000

"People have increasingly lost faith in the models, frameworks, and moral codes that they grew up with," says the host of a popular podcast. Host: Steve Sanduski.

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YOLO as Policy and Why EQ Is More Important Than IQ

Tue, 17 Aug 2021 20:19:00 -0000

Brighton Jones CEO Jon Jones, who visited 35 countries with his family over a year, insists his employees achieve balance in their lives. Host: Greg Bartalos.

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The Relentless Rise of Intangible Assets

Tue, 10 Aug 2021 22:16:00 -0000

"Assets that you can't touch or feel are been becoming more and more important," says Stian Westlake, coauthor of Capitalism Without Capital. Host: Steve Sanduski.

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Morgan Stanley's Audrey Choi: Focus on this macro trend

Tue, 03 Aug 2021 20:37:00 -0000

Some of the firm's fastest-growing teams and products are emphasizing ESG investing, she says. Host: Ross Snel.

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The Customer Isn't Always Right

Tue, 27 Jul 2021 19:12:00 -0000

"One of the key elements in a trusted advisor relationship is the willingness to challenge the client," management consultant John Hagel says. Host: Steve Sanduski.

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Engine No. 1 Emphasizes Investor Values

Tue, 20 Jul 2021 20:30:00 -0000

There's new attention on the power of shareholder voting, says the firm's ETF lead, Yasmin Dahya Bilger. Host: Greg Bartalos.

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Beyond Stubborn: Strategies for Changing Closed Minds

Tue, 13 Jul 2021 22:08:27 -0000

Ask questions, be patient, and embrace incrementalism, says Wharton School Professor Jonah Berger.

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Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'

Tue, 06 Jul 2021 20:35:02 -0000

The top-ranked advisor says enabling all of her team to share in her firm's success has powered results.

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Morningstar's Sarah Newcomb on Helping Clients Break Bad Money Habits

Tue, 29 Jun 2021 20:33:21 -0000

One key is listening to the stories clients tell about money and determining whether they see themselves as personally in control of their finances, says Sarah Newcomb, Morningstar's behavioral economist.

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Wells Fargo's Heather Hunt-Ruddy on Making Good Advisors Great

Tue, 22 Jun 2021 20:56:46 -0000

The best athletes in the world have coaches, and the top advisors should as well, says Wells' head of wealth management business development.

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What Second City Improv Can Teach Advisors

Tue, 15 Jun 2021 19:35:24 -0000

Emphasizing the cohesive role of each member of an advisory team should enhance meetings with clients, Kelly Leonard says.

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UBS Advisor Adam Epstein on Unexpected ESG Investments

Tue, 08 Jun 2021 19:15:29 -0000

A private market real estate deal-plans to convert a New York City apartment tower to a homeless shelter-appealed to clients because the results could be seen locally and also offered outsized yield.

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What's Former LPL Chief Mark Casady Up To Now? Breaking Fintech Apart.

Tue, 01 Jun 2021 22:45:41 -0000

Old concepts must be disrupted to create "new solutions in the marketplace," says Mark Casady, who's now running a venture capital firm.

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Faster Pace of Consolidation

Tue, 25 May 2021 20:18:10 -0000

Many small advisory firms will fare well, but Kestra Financial CEO James Poer says those resistant to affiliation or acquisition will struggle.

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Facts Versus Emotions

Tue, 18 May 2021 21:45:13 -0000

An effective financial advisor needs to be a good psychotherapist, says NPR social science correspondent Shankar Vedantam.

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Strategies for Winning, and Losing

Tue, 11 May 2021 21:49:00 -0000

Perseverance helps improve the odds of success and makes setbacks easier to handle, says financial advisor and former Olympian Lauryn Williams.

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Inheritance is About a Lot More Than Money

Tue, 04 May 2021 20:06:28 -0000

Families often achieve better outcomes by shifting the focus away from dollars, says Matt Wesley of Merrill Lynch's Center for Family Wealth, Dynamics and Governance.

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Bitcoin's Value as an Asset Class

Tue, 27 Apr 2021 20:01:40 -0000

Cryptocurrencies are worthy alternatives to investments like bonds and gold, as well as real estate and art, says Bitcoin entrepreneur Dan Held.

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The Growing Potential of Cannabis

Tue, 20 Apr 2021 22:06:05 -0000

As industrial use grows, medicinal use expands, and laws are changed, the investment potential for cannabis merits serious attention, says Arcview Group CEO Kim Kovacs.

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Before You Make That Presentation

Tue, 13 Apr 2021 23:12:12 -0000

When you're speaking to an audience, "It's not about what you want to say. It's about what they need," says communications expert Matt Abrahams.

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Prepping Portfolios for Inflation

Tue, 06 Apr 2021 19:43:17 -0000

Chris Cordaro of RegentAtlantic identifies the choices he's recommending to clients amid growing momentum in the economy.

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Don't Be a Problem Solver

Wed, 31 Mar 2021 14:11:01 -0000

More is accomplished by focusing on outcomes rather than simply vanquishing problems, says organizational and management consultant Robert Fritz.

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No CEO? No problem.

Tue, 23 Mar 2021 20:57:31 -0000

Decisions might come more slowly, but consensus building creates a stronger company, says Jack Petersen of Summit Trail Advisors.

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Being like Bezos

Tue, 16 Mar 2021 20:50:01 -0000

Best practices learned while working with Amazon's CEO can be adopted at many firms, says former Amazon executive Bill Carr.

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The Customer Service Dimension

Tue, 09 Mar 2021 20:32:21 -0000

Unlike investment returns or interest rates, advisors can fully control the quality of service they provide to clients, says Cassaday & Co. CEO Stephan Cassaday.

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The Power of Stories

Tue, 02 Mar 2021 21:22:21 -0000

"It's very tough to get through just with information," says journalist and author Trish Hall.

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Love at First Sight? No, but ...

Tue, 23 Feb 2021 22:37:00 -0000

UBS advisors Rachel Gottlieb and Will Rose weren't interested initially in becoming business partners, but then recruited a new client together.

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Invest in the Mind

Tue, 16 Feb 2021 22:18:40 -0000

Developing better skills centered on awareness and concentration can lead to high performance, psychologist Michael Gervais says.

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The Experience Factor

Tue, 09 Feb 2021 20:30:04 -0000

Prospects like professional athletes should be wary of advisory firms with short track records, says Rockefeller Capital Management's Michael Bapis.

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Tell Me a Story

Tue, 02 Feb 2021 22:44:35 -0000

Advisors who are successful at recruiting have a strong sense of how to talk about themselves, author Annette Simmons says.

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It's All About Growth

Wed, 27 Jan 2021 00:28:23 -0000

"Every meeting that we go to, it's the same type of narrative," says Ben Harrison, the head of Pershing's RIA custody business.

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Examining Modern Monetary Theory

Tue, 19 Jan 2021 23:13:39 -0000

Author Stephanie Kelton says the nation should reject "myths" about government deficits and spend even more aggressively to bolster the economy.

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Advisory Firms: An Existential Challenge

Tue, 12 Jan 2021 23:25:50 -0000

Goldman Sachs financial planning executives Joe Duran and Larry Restieri discuss whether sustaining an advisory practice by growing independently is realistic.

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Affording the Extra Years

Tue, 05 Jan 2021 23:51:13 -0000

Longevity expert Andrew Scott says financial advisors should focus on helping clients invest in their future selves.

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Becoming an Elite Performer

Wed, 16 Dec 2020 17:02:48 -0000

In our new podcast series, coaching expert Tim Kight explains how average performers can become elite performers.

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Telewealth Reshapes Advisor Priorities

Tue, 01 Dec 2020 21:54:14 -0000

Advisors will benefit by offering "more meaningful remote-first experiences," Fidelity Institutional's Mike Durbin says.

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The Branch of the Future

Tue, 17 Nov 2020 22:29:39 -0000

Raymond James is considering how to remake its office space, particularly for a post-Covid world, Raymond James & Associates President and CEO Tash Elwyn says.

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You Can Make Me Poor

Wed, 11 Nov 2020 23:06:13 -0000

Drew Freides of UBS tells Sterling Shea how he's maximizing growth in his ultra high-net-worth practice during the pandemic, and what will change once it's behind us.

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Bridging the Political Divide

Tue, 03 Nov 2020 21:10:17 -0000

In an acrid political climate, it's vital to keep clients' family ties from fraying, say Michael Tiedemann and Jill Shipley of Tiedemann Advisors.

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Emotionally Overwhelmed

Wed, 28 Oct 2020 21:11:16 -0000

Sterling Shea interviews Tim Gerend and Aditi Javeri Gokhale, from Northwestern Mutual, on their response to the pandemic, hiring, reinvesting in technology and helping advisors improve their practices in order to serve an increasingly anxious public.

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Evolution, Beyond Technology

Tue, 20 Oct 2020 21:34:24 -0000

The pandemic has accelerated many changes, but some of the most vital go beyond technology, says Colony Group Chairman Michael Nathanson.

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Gay Money, Straight Advice

Wed, 14 Oct 2020 00:52:22 -0000

Jennifer Hatch, President of Christopher Street Financial, discusses how she's handling client relations, volatility and onboarding clients.

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X-ray Your Practice

Tue, 06 Oct 2020 19:55:11 -0000

With the routines and expectations of advisors everywhere upended, Merrill Private Wealth Advisor Peter Rohr says it's an unparalleled time to review your business inside and out.

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The Three W's

Tue, 29 Sep 2020 20:46:04 -0000

The best method to make flexible work arrangements a success is defining "Who will do What by When," says leadership consultant Fran Skinner.

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Living at Work

Tue, 22 Sep 2020 21:38:31 -0000

Aspiriant CEO Rob Francais explains how his firm avoids work-from-home burnout through new engagement strategies with colleagues and clients.

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The Longevity Economy

Tue, 15 Sep 2020 16:39:27 -0000

MIT AgeLab's Joe Coughlin explains how Covid has sharply accelerated changes in retirement planning and retirement itself.

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Beyond the Screens

Wed, 09 Sep 2020 20:06:08 -0000

Balentine's Brittain Prigge says her firm has prioritized different ways of getting to know people.

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Reset Client and Colleague Relationships

Tue, 01 Sep 2020 21:27:45 -0000

Katy Knox, president of Bank of America Private Bank, says this period is an opportunity to work differently.

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Find Your Signal in the Digital Noise

Tue, 25 Aug 2020 22:25:40 -0000

RIA executive David Armstrong elaborates on how to ensure your firm's digital media efforts generate real value.

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Why Self-Care is Job One

Tue, 18 Aug 2020 22:23:33 -0000

Clinical psychologist Melissa Milanak, who specializes in stress, anxiety and sleep disorders, offers ideas on prioritizing self-care.

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Think About Your Digital Engagement

Tue, 11 Aug 2020 21:58:34 -0000

Bill Crager, CEO of Envestnet, discusses how the pandemic has fueled tech disruption of the advisory industry.

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Convert Outsiders into Insiders

Tue, 04 Aug 2020 21:46:15 -0000

D.A. Abrams, managing director of the CFP Board's Center for Financial Planning, discusses how teams of the future will be more representative and what advisors can do now to promote diversity.

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Clients Can Take Their Business Anywhere

Wed, 29 Jul 2020 00:16:17 -0000

Kimberlee Orth, Barron's top-ranked woman advisor, tells me that her business is about much more than asset allocation. Find out why she's wearing office clothes every day, what she says to every client, and why she's not worried about the election.

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Lean into Your Business Now... Hard

Tue, 14 Jul 2020 16:03:55 -0000

Frank Marzano & Steve Raneri, GM Advisory Group, discuss why you should invest in your business now, take a hard look at gold, and protect clients from themselves.

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Don't Compromise Your Family Life

Tue, 07 Jul 2020 18:49:15 -0000

Spuds Powell, Barron's top-rated RIA, shares his view on the market, when to turn away a client and the importance of keeping work/life balance.

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The Big Get Bigger. The Strong Get Stronger.

Tue, 23 Jun 2020 20:02:24 -0000

Jim Hays, President of Wells Fargo Advisors, discusses the evolution of advisory teams, the impact of RegBI and how to tackle the industry's diversity challenge.

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Don't Confuse Activity for Progress

Tue, 16 Jun 2020 19:39:22 -0000

Marty Bicknell, founder of $28b national RIA firm Mariner, discusses diversity, what he's telling clients and why his firm is onboarding new clients at a record pace.

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The Industry's Diversity Challenge

Wed, 10 Jun 2020 02:32:53 -0000

TD Ameritrade's Kate Healy discusses the lack of diversity in financial services, how advisors can attract young talent and engage young clients.

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When the Phone's the Heaviest...

Wed, 03 Jun 2020 03:19:58 -0000

Colleen O'Callaghan from JP Morgan Securities, whose team manages $2b in assets, thinks volatility is a learning opportunity for the next generation.

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Be Agile, Innovative and Resilient

Tue, 26 May 2020 23:47:41 -0000

Beacon Pointe's Shannon Eusey and Matt Cooper discuss the M&A landscape, the value of face to face connection, and the fundamental change facing the industry.

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Transparency and Alignment

Tue, 19 May 2020 23:01:22 -0000

Morgan Stanley's Lyon Polk and partner Deborah Montaperto talk about a Covid close call, lending for HNW clients, the municipal-bond selloff and recent rally.

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How to Lose a Client in 9 Days

Tue, 12 May 2020 20:58:53 -0000

Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, on why the challenges from the coronavirus can only be solved by strengthening relationships.

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Adversity Reveals True Character

Tue, 05 May 2020 16:42:21 -0000

Andy Saperstein, Head of Morgan Stanley Wealth Management discusses the value of advice and how the pandemic will change the industry for the better.

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Content is the Future

Tue, 28 Apr 2020 14:34:41 -0000

Josh Brown, CEO of Ritholtz Wealth Management, discusses portfolio construction, his anxiety around managing a team, and how he got a million Twitter followers.

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We're Stronger Together

Mon, 20 Apr 2020 19:17:13 -0000

Louise Gunderson whose UBS team manages about $1 billion for high-net-worth clients, talks about rethinking client portfolios.

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There's More Pain to Come

Mon, 13 Apr 2020 19:57:01 -0000

Lori Van Dusen, Founder and CEO of LVW Advisors, a registered investment advisory firm, discusses why she thinks stocks may retest the lows.

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Stay Strong, Stay Safe, and Stay Bullish

Mon, 06 Apr 2020 18:19:57 -0000

Andy Sieg, president of Merrill Lynch Wealth Management, on how his firm is navigating the challenges and current market volatility presented by COVID-19.

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Clients Pay Me to Be a Realist

Tue, 31 Mar 2020 00:51:38 -0000

Ron Carson, Barron's Hall of Fame Advisor and founder of Carson Group, on how he is managing client expectations and how the Coronavirus will reward quality advisors.

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