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Barron's Advisor

Barron's Advisor

Auteur(s): 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. Développement commercial et entrepreneuriat Entrepreneurship Finances personnelles Gestion et leadership Économie
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  • Mary Ann Bartels: Tech and International Stocks to Rise in 2026

    Mary Ann Bartels: Tech and International Stocks to Rise in 2026
    Dec 16 2025
    Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    53 min
  • Troy Nelson: Building Strength Through Adversity

    Troy Nelson: Building Strength Through Adversity
    Dec 9 2025
    The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    52 min
  • Tony Carpentieri: The Keys to a Successful Practice | Next Gen

    Tony Carpentieri: The Keys to a Successful Practice | Next Gen
    Dec 4 2025
    The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 min
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