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Barron's Advisor

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. Economía Finanzas Personales
Episodios
  • Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades

    Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades
    Sep 15 2026

    The Barron’s-ranked managing director of Kayne Anderson Rudnick explains why “difficult” clients can be a gift to financial advisors and describes how lighthearted moments can build client relationships. Host: Greg Bartalos.


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    33 m
  • Barbara Trautlein: Bad Change Leadership Will Kill Good AI

    Barbara Trautlein: Bad Change Leadership Will Kill Good AI
    Sep 8 2026

    The founder of Change Catalysts explains how leaders can turn resistance, uncertainty, and disruption into successful AI adoption. Host: Steve Sanduski, CFP.


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    41 m
  • Scott Danner: How to Manage the Emotional Toll of Succession Planning

    Scott Danner: How to Manage the Emotional Toll of Succession Planning
    Sep 1 2026

    The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg Bartalos.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    28 m
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