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Barron's Advisor

By: Barron's Advisor
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  • Summary

  • The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.
    Copyright © Dow Jones & Company, Inc. All rights reserved.
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Episodes
  • Jon Foster: Multigenerational Planning and the Psychology of Wealth

    Jon Foster: Multigenerational Planning and the Psychology of Wealth
    Apr 30 2024
    The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos.
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    32 mins
  • Andy Schell: Leadership Lessons From the High Seas

    Andy Schell: Leadership Lessons From the High Seas
    Apr 23 2024
    The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.
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    36 mins
  • Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent

    Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent
    Apr 16 2024
    “A tremendous war for talent” means that RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.
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    23 mins
Management Economics Personal Finance
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