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Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations
Manage episode 466176632 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.
Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
252 episodes
Manage episode 466176632 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.
Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
252 episodes
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Barron's Advisor

1 Joe McLean: Winning Strategies for Advisors Who Serve Athletes 24:06
24:06
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The managing partner at MAI Capital Management discusses his time as a professional basketball player and how that experience helps him connect with and create successful outcomes for clients. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
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Barron's Advisor

1 Dane Burkholder: 3 Key Skills for Advisors | Next Gen 23:22
23:22
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The 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
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Barron's Advisor

1 Samantha Russell: What Works Right Now in Financial Advisor Marketing 48:34
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The 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
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Barron's Advisor

1 10 Time-Tested Investment Principles for Volatile Markets 19:09
19:09
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Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stay calm and stick with their investment plans amid whipsawing markets. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Barron's Advisor

1 Eric Sontag: Solving for Intergenerational Challenges | Next Gen 24:39
24:39
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“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
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Barron's Advisor

1 Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years 38:24
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Elson 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
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Barron's Advisor

1 Jennifer Wallace: Resilience and the Importance of Mattering at Work 25:28
25:28
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“We talk a lot in the workplace 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
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Barron's Advisor

1 James Taylor: The Power of Process | Next Gen 22:59
22:59
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“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…
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Barron's Advisor

1 Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA 43:30
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Inside 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
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Barron's Advisor

1 Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors 17:48
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The 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
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Barron's Advisor

1 Alanna Morey: Making Content and Connecting With Clients | Next Gen 21:33
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The 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
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Barron's Advisor

1 Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice 47:20
47:20
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Dennis 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
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Barron's Advisor

1 Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need 20:35
20:35
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The head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can respond to the priorities of clients and connect them with experts who “always deliver.” Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
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Barron's Advisor

1 Molly Townsend: Empowering Clients With Financial Literacy | Next Gen 19:14
19:14
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The 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
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Barron's Advisor

1 Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making 38:57
38:57
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How 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
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