Kandungan disediakan oleh Barron's Advisor. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Barron's Advisor atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/peak-travel">Peak Travel</a></span>


Travel can do amazing things: broaden horizons, build relationships, and rejuvenate the soul. But often, those experiences come at a cost. This is Peak Travel, a new podcast from WHYY about how travel shapes communities in hot-spots around the world. We’ll share the wonder that comes with exploring new places, as well as the harm that our worst travel habits can cause. And we’ll try to figure out how we can do it better. Each episode transports you to a new destination. You’ll meet the people who call that place home, hear their stories, and come to understand how tourism has changed their everyday lives. Supported by rich, on-location sound from around the world, Peak Travel unpacks the $1.9 trillion travel industry and its impact on people and the planet.
Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations
Manage episode 466176632 series 2905227
Kandungan disediakan oleh Barron's Advisor. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Barron's Advisor atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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.
245 episod
Manage episode 466176632 series 2905227
Kandungan disediakan oleh Barron's Advisor. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Barron's Advisor atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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.
245 episod
Semua episod
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Barron's Advisor

1 James Taylor: The Power of Process | Next Gen 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.”
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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.
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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 .
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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.
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Barron's Advisor

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

1 Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need 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 .
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Barron's Advisor

1 Molly Townsend: Empowering Clients With Financial Literacy | Next Gen 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.”
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Barron's Advisor

1 Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making 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.
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Barron's Advisor

1 Jill Williams: Advice for Clients Facing Unexpected Retirement 20:07
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The Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope. Host: Greg Bartalos .
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Barron's Advisor

1 Max Winthrop: 'Quirkiness Matters' | Next Gen 24:25
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“I think people inherently have quirks and sometimes we seek to hide those quirks because we want to put up a professional facade,” says Max Winthrop, CEO of Winthrop. “I like to joke around and I think that also makes me approachable.”
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Barron's Advisor

1 Geri Eisenman Pell: Succession Planning Tips for Financial Advisors 43:10
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Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.
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Barron's Advisor

1 Tom Ruggie: What Financial Advisors Should Know About Collectibles 29:58
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The CEO of Destiny Family Office discusses practical steps to help your clients value, protect, and pass on their collections. Host: Steve Sanduski, CFP.
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Barron's Advisor

1 Unexpected Lessons Learned While Navigating Challenges | Next Gen 19:54
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Hollis Montgomery, a financial advisor at Morgan Stanley Wealth Management, discusses her maternity leave and how it made her team more efficient and brought members “so much closer.”
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Barron's Advisor

1 Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations 13:23
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Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos .
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Barron's Advisor

1 Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun 30:19
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Steward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP.
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