Barron's Advisor Podcast By Barron's Advisor cover art

Barron's Advisor

Barron's Advisor

By: Barron's Advisor
Listen for free

About this listen

 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. Economics Management Management & Leadership Personal Finance
Episodes
  • Gina Thompson: Empowering Clients Through Education | Next Gen

    Gina Thompson: Empowering Clients Through Education | Next Gen
    Jun 18 2025
    “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.” Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    21 mins
  • Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained

    Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained
    Jun 17 2025
    Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    44 mins
  • Max Lane: Tech and the Future of Wealth Management

    Max Lane: Tech and the Future of Wealth Management
    Jun 10 2025
    Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    28 mins
adbl_web_global_use_to_activate_webcro805_stickypopup
No reviews yet