Advisory Firms: An Existential Challenge

12/01/2021 34 min

Listen "Advisory Firms: An Existential Challenge"

Episode Synopsis

Goldman Sachs financial planning executives Joe Duran and Larry Restieri discuss whether sustaining an advisory practice by growing independently is realistic.
Learn more about your ad choices. Visit megaphone.fm/adchoices

More episodes of the podcast Barron's Advisor

Jeff Gonyo: The Rise of the ‘Sell and Stay’ M&A Model 30/12/2025

Eric Leeper: Why Compensation Structure Is Vital to M&A Success 23/12/2025

Doug Messina: Be Yourself and Connect With Clients | Next Gen 18/12/2025

Mary Ann Bartels: Tech and International Stocks to Rise in 2026 16/12/2025

Troy Nelson: Building Strength Through Adversity 09/12/2025

Tony Carpentieri: The Keys to a Successful Practice | Next Gen 04/12/2025

John Furey: When RIAs Should Rebrand—and How to Make the Call 02/12/2025

Debra Brennan Tagg: Challenges and Opportunities for Women in Finance 25/11/2025

Heather Robison: Success in a Small Town | Next Gen 20/11/2025

Alison Dooher: Why Data Is the Engine Behind RIAs That Scale 18/11/2025

Ver todos los episodios

ZARZA We are Zarza, the prestigious firm behind major projects in information technology.

Advisory Firms: An Existential Challenge

Listen "Advisory Firms: An Existential Challenge"

Episode Synopsis

More episodes of the podcast Barron's Advisor

Internet as human right and its scope

Dot COM: The Internet’s dominant TLD

Bandwidth: Broadband or Narrowband?

Personnel recruitment via Web

Deep web or Invisible Internet

Subdomains, a glance with the experts!

Free Internet, a prediction in Nostradamus style

Educational Technology: From traditional to digital

Localhost, there’s no place like 127.0.0.1

Googling with breathtaking tricks you ignore

Gray Hat Hacking, those with ambiguous ethics…

Internet Predators on the prowl

Dot COM: The Internet’s dominant TLD