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

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

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

Barron's Advisor

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Greg Bartalus
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Greg Bartalus:我认为年轻一代的理财顾问们正处于一个绝佳的时机,可以对行业产生深远的影响。未来十年,这个行业无疑会经历翻天覆地的变化。而培养和扶持年轻一代,也成为了我们团队工作中不可或缺的一部分。我们应该鼓励创新和尝试,即使失败了也不要惩罚团队成员,从失败中学习,并不断改进策略,才能在竞争激烈的市场中脱颖而出,取得成功。

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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.