Barron's Advisor

Wirtschaft Geldanlage

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304 Episoden

Bill Cates: How Financial Advisors Can Master Their Marketing Message
13.1.2026 | 36 Min.
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Cameron Rogers: Investing With Impact | Next Gen
08.1.2026 | 29 Min.
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Seth Levine: The Capitalism That Advisors Were Trained for Is Ending
06.1.2026 | 45 Min.
The co-founder of the Foundry VC fund discusses how to navigate uncertainty, complexity, and the future of capitalism. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jeff Gonyo: The Rise of the ‘Sell and Stay’ M&A Model
30.12.2025 | 22 Min.
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Eric Leeper: Why Compensation Structure Is Vital to M&A Success
23.12.2025 | 21 Min.
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. Learn more about your ad choices. Visit megaphone.fm/adchoices