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Barron's Advisor

Barron's Advisor

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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.Copyright © Dow Jones & Company, Inc. All rights reserved. Management & Leadership Persönliche Finanzen Ökonomie
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  • Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams

    Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams
    Jul 21 2026

    The firm's head of practice strategy discusses the rise of mega-teams and how advisors can maximize growth. Host: Ray Sclafani.


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    48 Min.
  • Nate Fisher: Stay Focused on the Client Relationship | Next Gen

    Nate Fisher: Stay Focused on the Client Relationship | Next Gen
    Mar 5 2026

    The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson..


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    20 Min.
  • Jill Zucker: Why AI Could Reprice Financial Advice

    Jill Zucker: Why AI Could Reprice Financial Advice
    Jul 14 2026

    The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growth. Host: Steve Sanduski, CFP.


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    51 Min.
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