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Barron's Advisor

Barron's Advisor
InvestimentosNegócios
Barron's Advisor
Último episódio

318 episódios

  • Barron's Advisor

    Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen

    19/03/2026 | 24min
    The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity.

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  • Barron's Advisor

    Liz Ann Sonders: Inflation, AI, and the Next Market Cycle

    17/03/2026 | 55min
    Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP.

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  • Barron's Advisor

    Mollie Colavita: The Blueprint for Modern Advisory Success

    10/03/2026 | 19min
    The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos.

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  • Barron's Advisor

    Nate Fisher: Stay Focused on the Client Relationship | Next Gen

    05/03/2026 | 21min
    The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson..

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  • Barron's Advisor

    Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow

    03/03/2026 | 50min
    Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP.

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Sobre Barron's Advisor

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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