Barron's Advisor Podcast Por Barron's Advisor capa

Barron's Advisor

Barron's Advisor

De: Barron's Advisor
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 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. Economia Finanças Pessoais Gestão e Liderança
Episódios
  • Josh Bronstein: ‘Playing the Long Game Is Key’

    Josh Bronstein: ‘Playing the Long Game Is Key’
    Aug 19 2025
    “I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    51 minutos
  • Riley Saunders: The Psychology of Financial Planning | Next Gen

    Riley Saunders: The Psychology of Financial Planning | Next Gen
    Aug 14 2025
    “You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 minutos
  • Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors

    Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors
    Aug 12 2025
    The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    54 minutos
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