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cover of episode How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen

How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen

2025/1/14
logo of podcast Barron's Advisor

Barron's Advisor

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Greg Bartalus: 我认为年轻一代的金融顾问正处于一个绝佳的时机,可以对行业产生重大影响。未来十年,金融行业将发生翻天覆地的变化,而你们是推动这些变化的关键力量。我的工作职责之一就是与年轻一代的从业者们紧密合作,帮助他们提升职业技能,实现职业目标。 我们不应害怕尝试新的方法和策略,即使这些尝试可能会失败。重要的是,我们要保持积极进取的心态,不断学习和改进。我们不应该因为失败而惩罚团队成员,而应该将失败视为宝贵的学习经验,从中吸取教训,不断完善我们的工作流程和策略。只有这样,我们才能在激烈的市场竞争中脱颖而出,取得最终的成功。

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Looking for fresh ideas and actionable insights? Tune into Conversations with Mike Gitlin, brought to you by Capital Group. Join us as investment professionals share our distinctive investment approach. Each 30-minute episode dives deep inside one of the world's largest investment managers, offering stories and insights to help guide your investment decisions. Invest 30 minutes in an episode today. Subscribe now wherever you get your podcasts. Capital Client Group, Inc.

Hi, it's Greg Bartalus, host of the Barron's Advisor, The Way Forward podcast. This week, we'll be launching a special series focused on the next generation of financial advisors. It's called Barron's Advisor, The Way Forward, Next Generation.

If you're in this business and you're young, you're really well positioned to make an impact. I think there's some drastic changes in the next decade for sure. Engaging the next generation is really part of my job on the team. Twice a month, host Allison Tucci will speak with emerging leaders and financial advice to draw out the insights, observations, and guidance that will help you take your practice to the next level.

I don't think we knew what we were doing, which is probably why we were successful at it. And you can be so much more efficient and so much more tactical. They might not work, but we're going to try it. And we're not going to punish our team for failing. You can find new episodes on the Barron's Advisor, The Way Forward podcast feed, wherever you listen.

Looking for fresh ideas and actionable insights? Tune into Conversations with Mike Gitlin, brought to you by Capital Group. Join us as investment professionals share our distinctive investment approach. Each 30-minute episode dives deep inside one of the world's largest investment managers, offering stories and insights to help guide your investment decisions. Invest 30 minutes in an episode today. Subscribe now wherever you get your podcasts. Capital Client Group, Inc.