Episódios

  • The Promise—and Peril—of Working With Family Members | Next Gen

    The Promise—and Peril—of Working With Family Members | Next Gen
    Jan 30 2025
    Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA.
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    24 minutos
  • Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs

    Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs
    Jan 28 2025
    The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos.
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    25 minutos
  • Gary Roth and Mike Capelle: Blueprint for RIA M&A Success

    Gary Roth and Mike Capelle: Blueprint for RIA M&A Success
    Jan 21 2025
    The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP.
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    43 minutos
  • Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen

    Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen
    Jan 16 2025
    “I'm very willing to admit what my strengths and my weaknesses are and hire around that to bring in people whose strengths are my weaknesses,” says Matthew Somberg, co-founder of Gottfried & Somberg Wealth Management.
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    23 minutos
  • Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change

    Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change
    Jan 14 2025
    The Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Host: Greg Bartalos.
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    26 minutos
  • How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen

    How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen
    Jan 14 2025
    Every other Thursday on Barron’s Advisor: The Way Forward: Next Generation, we speak with successful advisors who share their best advice for getting ahead and making an impact.
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    2 minutos
  • David Newson: Proven RIA Marketing Strategies for 15% Organic Growth

    David Newson: Proven RIA Marketing Strategies for 15% Organic Growth
    Jan 7 2025
    The founder of XNW Digital provides a step-by-step roadmap to help advisors accelerate growth at their firms. Host: Steve Sanduski, CFP.
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    1 hora e 6 minutos
  • Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity

    Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity
    Dec 31 2024
    The founder of Eleven Eleven Wellness and author of several books focused on health discusses how integrative medicine can help people live longer. Host: Greg Bartalos.
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    32 minutos