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Barron's Advisor

Barron's Advisor
Barron's Advisor
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5 de 258
  • Max Lane: Tech and the Future of Wealth Management
    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
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    27:47
  • Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22:19
  • David DeVoe: How to Maximize Your RIA Firm’s Valuation
    Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    54:29
  • Raj Bhatia: Don’t Shy Away From Hiring Your Own Child
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19:39
  • Kaden Bernstein: Key Ingredients for Success | Next Gen
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19:09

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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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