Podcast Episodes
Back to Search‘Failure Is Not an Option.’ Lessons Learned From High Expectations
Episode 140
Wells Fargo advisor Nelrae Pasha Ali on how she overcame long odds as a Black woman to excel in sports and wealth management. Host: Greg Bartalos.
H…
3 years, 8 months ago
How to Keep Clients From Acting on Fear and Greed
Episode 139
Scott Tiras, president of Tiras Wealth Management, shares evergreen lessons. Host: Greg Bartalos .
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3 years, 9 months ago
CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’
Episode 138
“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says the CMO. Host: G…
3 years, 9 months ago
A Candy Bar, a 10-Year Old, and a Successful RIA
Episode 137
Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos.
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3 years, 10 months ago
Using Stories to Connect with Clients and Prospects
Episode 136
Storytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clie…
3 years, 10 months ago
Why This Top Advisor Is Bullish on Muni Bonds, Value Stocks, and Alts
Episode 135
Holly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities. Host: Greg Bartalos.
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3 years, 10 months ago
Investing to Create a World You Would Like to Retire In
Episode 134
New investment vehicles make it possible to attain market-like returns while not compromising your values. Host: Steve Sanduski.
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3 years, 10 months ago
Teaming Is the Future. How One Advisory Firm Built a Dream Team.
Episode 133
Barron’s Hall of Fame advisor Kimberlee Orth describes how to get the most out of your team. Host: Greg Bartalos.
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3 years, 10 months ago
Transforming Your Relationship With Money
Episode 132
Rather than constantly striving for more, we can transform our relationship with money by deepening our experience with what we already have, says au…
3 years, 11 months ago
Goldman Sachs’ Joe Duran on Fixing America’s Retirement Savings Crisis
Episode 131
“The answers are not going to come from investing,” says the head of Goldman Sachs Personal Financial Management. Host: Greg Bartalos.
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3 years, 11 months ago