درباره این اپیزود
The Barron’s-ranked managing director of Kayne Anderson Rudnick explains why “difficult” clients can be a gift to financial advisors and describes how lighthearted moments can build client relationships. Host: Greg Bartalos.
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اپیزودهای قبلی Barron's Advisor را جستجو کن.
قسمت های دیگر در این پادکست
The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life. Host: Steve Sanduski, CFP.
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The Head of BlackRock Business Consulting shares how growth-minded advisors can sharpen strategy, improve execution, and evolve from practitioners into enterprise leaders. Host: Steve Sanduski, CFP.
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Lee, a founding partner at Summit Trail Advisors, and Nickow, a principal and advisor, discuss how the RIA develops internal talent. Host: Greg Bartalos.
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To prevent panic selling, Cornerstone Alternatives’ managing partner says advisors should make sure clients understand liquidity constraints and that they should plan to hold the investment for a long time horizon. Host: Greg Bartalos.
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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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