About this podcast
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
343 episodes · Investeren
Barron's Advisor
About this podcast
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Recent episodes
- Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap6 Oct · 16 min
- Jennifer Marcontell: How to Scale Your Practice With a Human Touch29 Sept · 46 min
- Jeff McMillan: Inside the RIA of 203022 Sept · 50 min
- Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades15 Sept · 33 min
- Barbara Trautlein: Bad Change Leadership Will Kill Good AI8 Sept · 41 min
- Scott Danner: How to Manage the Emotional Toll of Succession Planning1 Sept · 28 min
- Andrei Pop: Using an AI Workforce to Scale Your RIA25 Aug · 1 h 01 min
- Andrew Goldberg: Solving for Liquidity Concerns in Private Investments18 Aug · 22 min
- Carolyn McClanahan: Why Advisors Must Discuss Health With Clients11 Aug · 39 min
- Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors4 Aug · 24 min
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