Leader Interviews

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Tom Morgan on Curiosity, the Hero’s Journey, and Following Your Bliss

Tom Morgan discusses curiosity, right-hemisphere thinking, and the need for transformation in the world and in financial services.

2023-09-27T10:47:24-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Tom Morgan on Curiosity, the Hero’s Journey, and Following Your Bliss

Louis Barajas on Transforming Mindsets and Navigating Money’s Complexities in the Latino Community

Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services.

2023-09-13T13:26:22-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Louis Barajas on Transforming Mindsets and Navigating Money’s Complexities in the Latino Community

Age Wave’s Ken Dychtwald on Radical Curiosity and How Boomers are Reshaping Retirement

Ken Dychtwald and I discuss how the rules of retirement are being rewritten and the implications for financial advisors.

2023-09-13T06:29:30-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Age Wave’s Ken Dychtwald on Radical Curiosity and How Boomers are Reshaping Retirement

Matt Crow on the RIA M&A Playbook and What’s Really Driving Deals

Matt Crow surveys the state of M&A including how deal structures are evolving and why RIA consolidation might just be getting started.

2023-08-29T13:42:27-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Matt Crow on the RIA M&A Playbook and What’s Really Driving Deals

John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

John Furey and I discuss how large firms are impacting financial advisory and how advisors and RIA CEOs should prepare for the future.

2023-08-22T08:25:50-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing

Alex Miele of The Andriole Group discusses the "sphere of influence" referral program that generates 90% of her firm's new business.

2023-08-21T16:29:15-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing

Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition

Sammy Azzouz discusses how Heritage Financial has grown to about $2 billion in AUM -- with no acquisitions.

2023-08-03T08:18:46-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition

Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual

Tim Gerend and I discuss the five components of Northwestern Mutual's client experience and how the firm recruits and trains advisors.

2023-08-02T11:08:18-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual

Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles

Cheryl Strauss Einhorn explains the AREA Method and the five "problem solver profiles" that will help you make big decisions.

2023-07-11T14:02:01-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles

Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM

Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.

2023-06-27T22:07:03-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM