Barron's Advisor

• Troy Nelson: Building Strength Through Adversity

  The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices

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  52:24

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  52:24
• Tony Carpentieri: The Keys to a Successful Practice | Next Gen

  The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI. Learn more about your ad choices. Visit megaphone.fm/adchoices

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  20:47

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  20:47
• John Furey: When RIAs Should Rebrand—and How to Make the Call

  Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

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  32:58

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  32:58
• Debra Brennan Tagg: Challenges and Opportunities for Women in Finance

  The president of BFS Advisory Group shares tips to help women, particularly those in wealth management and business owners, advance in their careers. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

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  39:24

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  39:24
• Heather Robison: Success in a Small Town | Next Gen

  Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations. Learn more about your ad choices. Visit megaphone.fm/adchoices

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  18:23

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  18:23

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