Barron's Advisor

243 Episodes

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

   Published: 06/08/2024
2. Nayan Ranchhod: How Couples Are Thinking About Money and Retirement

   Published: 30/07/2024
3. Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA

   Published: 23/07/2024
4. Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture

   Published: 16/07/2024
5. Leslie Zane: The New Rules of Persuasion for Financial Advisors

   Published: 09/07/2024
6. Peter Mallouk: Why Demand for Financial Advisors Will Only Increase

   Published: 02/07/2024
7. 'Resistance Money’: Decoding Bitcoin’s True Value Proposition

   Published: 25/06/2024
8. Joe McQuaid: How to Build the Best Tech Stack for Your RIA

   Published: 18/06/2024
9. Rick Kent: How I Scaled My RIA Into a $10 Billion Firm

   Published: 11/06/2024
10. Cozy Wittman: Mastering the Brutal College Planning Process

    Published: 04/06/2024
11. Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed

    Published: 28/05/2024
12. Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’

    Published: 21/05/2024
13. Jeff Brown: How to Successfully Transition From Advisor to CEO

    Published: 14/05/2024
14. Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth

    Published: 07/05/2024
15. Jon Foster: Multigenerational Planning and the Psychology of Wealth

    Published: 30/04/2024
16. Andy Schell: Leadership Lessons From the High Seas

    Published: 23/04/2024
17. Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent

    Published: 16/04/2024
18. Rick Buoncore: M&A Strategy and the Importance of Culture in Deals

    Published: 09/04/2024
19. Vinay Nair: Using AI to Personalize Wealth Management at Scale

    Published: 02/04/2024
20. Kay Lynn Mayhue: How to Create a Culture of Personal Development

    Published: 26/03/2024