Barron's Advisor

By: Barron's Advisor
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  • Summary

  • The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
    Copyright © Dow Jones & Company, Inc. All rights reserved.
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Economics Management Management & Leadership Personal Finance
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Episodes
  • 10 Time-Tested Investment Principles for Volatile Markets

    10 Time-Tested Investment Principles for Volatile Markets
    Apr 29 2025
    Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stay calm and stick with their investment plans amid whipsawing markets. Host: Greg Bartalos.
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    19 mins
  • Eric Sontag: Solving for Intergenerational Challenges | Next Gen

    Eric Sontag: Solving for Intergenerational Challenges | Next Gen
    Apr 24 2025
    “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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    25 mins
  • Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years

    Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years
    Apr 22 2025
    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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    38 mins
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