Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Player FM - Internet Radio Done Right
45 subscribers
Checked 6d ago
Added four years ago
Content provided by Barron's Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barron's Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Similar to Barron's Advisor
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
Podcasts Worth a Listen
SPONSORED
S
Squid Game: The Official Podcast
Squid Game is back—and this time, the knives are out. In the thrilling Season 3 premiere, Player 456 is spiraling and a brutal round of hide-and-seek forces players to kill or be killed. Hosts Phil Yu and Kiera Please break down Gi-hun’s descent into vengeance, Guard 011’s daring betrayal of the Game, and the shocking moment players are forced to choose between murdering their friends… or dying. Then, Carlos Juico and Gavin Ruta from the Jumpers Jump podcast join us to unpack their wild theories for the season. Plus, Phil and Kiera face off in a high-stakes round of “Hot Sweet Potato.” SPOILER ALERT! Make sure you watch Squid Game Season 3 Episode 1 before listening on. Play one last time. IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and the Jumpers Jump podcast Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…
David DeVoe: How to Maximize Your RIA Firm’s Valuation
Manage episode 486670712 series 2905227
Content provided by Barron's Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barron's Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices
267 episodes
ShareManage episode 486670712 series 2905227
Content provided by Barron's Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barron's Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices
267 episodes
All episodes
×
B
Barron's Advisor
1 How a Top Morgan Stanley Doctor Helps Clients Stay Healthy 24:40
24:40 
Play Later 
Play Later 
Lists 
Like 
Liked24:40
Play Later Play Later Lists Like LikedDr. Kim Henderson, the head of health and wellness education, discusses how she applies her medical expertise to help the firm’s advisors when clients face health-related challenges. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Tom Klingman: The Best Things About Independence | Next Gen 25:57
25:57 Play Later Play Later Lists Like Liked25:57
Play Later Play Later Lists Like LikedYounger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.” Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Edward Fishman: Weaponizing Finance and What It Means for Portfolios 45:28
45:28 Play Later Play Later Lists Like Liked45:28
Play Later Play Later Lists Like LikedThe economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business 41:48
41:48 Play Later Play Later Lists Like Liked41:48
Play Later Play Later Lists Like LikedThe founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Ryan Moran: Top Tips for Working With Younger Clients | Next Gen 18:13
18:13 Play Later Play Later Lists Like Liked18:13
Play Later Play Later Lists Like LikedThe Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices…
B
Barron's Advisor
1 Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis 31:28
31:28 Play Later Play Later Lists Like Liked31:28
Play Later Play Later Lists Like LikedA masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection 41:34
41:34 Play Later Play Later Lists Like Liked41:34
Play Later Play Later Lists Like LikedAdamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network college football analyst and filmmaker, discuss the importance of storytelling, curiosity, and culture. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Gina Thompson: Empowering Clients Through Education | Next Gen 21:47
21:47 Play Later Play Later Lists Like Liked21:47
Play Later Play Later Lists Like Liked“I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio director. “We aim to empower our clients through education.” Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained 43:46
43:46 Play Later Play Later Lists Like Liked43:46
Play Later Play Later Lists Like LikedOrion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Max Lane: Tech and the Future of Wealth Management 27:47
27:47 Play Later Play Later Lists Like Liked27:47
Play Later Play Later Lists Like LikedFlourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen 23:19
23:19 Play Later Play Later Lists Like Liked23:19
Play Later Play Later Lists Like LikedThe managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the company. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 David DeVoe: How to Maximize Your RIA Firm’s Valuation 54:29
54:29 Play Later Play Later Lists Like Liked54:29
Play Later Play Later Lists Like LikedTop consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Raj Bhatia: Don’t Shy Away From Hiring Your Own Child 19:39
19:39 Play Later Play Later Lists Like Liked19:39
Play Later Play Later Lists Like LikedThe long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Kaden Bernstein: Key Ingredients for Success | Next Gen 19:09
19:09 Play Later Play Later Lists Like Liked19:09
Play Later Play Later Lists Like LikedThe Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Peter Wilken: The Biggest Branding Mistake Financial Advisors Make 48:15
48:15 Play Later Play Later Lists Like Liked48:15
Play Later Play Later Lists Like LikedTop marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Joe McLean: Winning Strategies for Advisors Who Serve Athletes 24:06
24:06 Play Later Play Later Lists Like Liked24:06
Play Later Play Later Lists Like LikedThe managing partner at MAI Capital Management discusses his time as a professional basketball player and how that experience helps him create successful outcomes for clients. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Dane Burkholder: 3 Key Skills for Advisors | Next Gen 23:22
23:22 Play Later Play Later Lists Like Liked23:22
Play Later Play Later Lists Like LikedThe ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Samantha Russell: What Works Right Now in Financial Advisor Marketing 48:34
48:34 Play Later Play Later Lists Like Liked48:34
Play Later Play Later Lists Like LikedThe FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 10 Time-Tested Investment Principles for Volatile Markets 19:09
19:09 Play Later Play Later Lists Like Liked19:09
Play Later Play Later Lists Like LikedSchaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stick with their investment plans. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Eric Sontag: Solving for Intergenerational Challenges | Next Gen 24:39
24:39 Play Later Play Later Lists Like Liked24:39
Play Later Play Later Lists Like Liked“Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to start,” says the president of Wealthspire Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years 38:24
38:24 Play Later Play Later Lists Like Liked38:24
Play Later Play Later Lists Like LikedElson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Jennifer Wallace: Resilience and the Importance of Mattering at Work 25:28
25:28 Play Later Play Later Lists Like Liked25:28
Play Later Play Later Lists Like Liked“We talk a lot about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 James Taylor: The Power of Process | Next Gen 22:59
22:59 Play Later Play Later Lists Like Liked22:59
Play Later Play Later Lists Like Liked“I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Group at Morgan Stanley. “That’s because every single aspect of our business has a process around it.” Learn more about your ad choices. Visit megaphone.fm/adchoices…
B
Barron's Advisor
1 Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA 43:30
43:30 Play Later Play Later Lists Like Liked43:30
Play Later Play Later Lists Like LikedInside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors 17:48
17:48 Play Later Play Later Lists Like Liked17:48
Play Later Play Later Lists Like LikedThe Barron’s -ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Alanna Morey: Making Content and Connecting With Clients | Next Gen 21:33
21:33 Play Later Play Later Lists Like Liked21:33
Play Later Play Later Lists Like LikedThe Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice 47:20
47:20 Play Later Play Later Lists Like Liked47:20
Play Later Play Later Lists Like LikedDennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your advisory practice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need 20:35
20:35 Play Later Play Later Lists Like Liked20:35
Play Later Play Later Lists Like LikedThe head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can connect clients with experts who “always deliver.” Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Molly Townsend: Empowering Clients With Financial Literacy | Next Gen 19:14
19:14 Play Later Play Later Lists Like Liked19:14
Play Later Play Later Lists Like LikedThe senior wealth strategy associate at UBS says “I've become very passionate about employee education and making that part of each and every relationship that I work with.” Learn more about your ad choices. Visit megaphone.fm/adchoices
B
Barron's Advisor
1 Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making 38:57
38:57 Play Later Play Later Lists Like Liked38:57
Play Later Play Later Lists Like LikedHow financial advisors can help clients break free from societal scripts and set goals that truly align with their values. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Daily Deals
Daily Deals
Similar to Barron's Advisor
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
