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Drew Freides of UBS tells Sterling Shea how he's maximizing growth in his ultra high-net-worth practice during the pandemic, and what will change once it's behind us.
Sterling Shea interviews Tim Gerend and Aditi Javeri Gokhale, from Northwestern Mutual, on their response to the pandemic, hiring, reinvesting in technology and helping advisors improve their practices in order to serve an increasingly anxious public.
Hey S****y Dog Moms! We have another awesome collaboration for you this week. We interview Sterling Shea from the Arts District Pod and chat about what its like to run a podcast and have a blind acting dog. Sterling gives great tips for dog moms with blind babies and for those dogs who were just born for the spot light!
Dear David, you are creepy. Sincerely, Sterling Shea and Camille. This week actor, podcaster, and stage mom, Sterling Shae, shares the story of the haunting of Adam Ellis. Is this a true tale of terror or a clever viral hoax? Either way, it is a spooky story that bears repeating. If you would like to support our guests on social media, you can find Sterling at @sterling.shea and her podcast, Arts District Pod at @artsdistrictpod on Instagram. Follow the podcast @BoosedPod on Instagram, Twitter, and Facebook. You can also support the show on Patreon at patreon.com/boosedpod Show Credits: Host & Sound Engineering by Camille Monae @TheCamille Monae Theme by Vincent Parish
Kevin and Matt are joined by Sterling Shea of the Arts District podcast and Emily Faith of Lily + Joan to talk about everyone’s favorite activity, cancelling plans at the last minute with no notice!
Sterling Shea, Global Head of Wealth Management for Barron's and Dow Jones, continues his discussion with Patti regarding the industry trends he is seeing. What differentiates the nation's Top Advisors from others? What is the client experience that is to be expected in today's market? Is the economy heading towards the bear market everyone seems to be talking about and if so, how does he see Top Advisors navigating these waters for their clients? In part two of the two-part series, Patti and Sterling break down the industry trends that he is seeing and what investors should be looking for in 2020.
Sterling Shea, Global Head of Wealth Management for Barron's, sits down with Patti to discuss the industry trends he is seeing at Barron's and Dow Jones. In his 22 years at Dow Jones, he has seen the financial advisory industry evolve and he reveals what he believes to be the most impactful practices that the top ranked advisors are doing on behalf of their clients. Patti and Sterling also discuss how these advisors are ranked by Barron's and the importance of the rankings lists for the investor.
Actor and recent graduate of UC Irvine's MFA Acting program, Aaron Mateo Arroyo, sits down with our host, Sterling Shea, and talks all things URTAs, callbacks, money, picking the right school for you, what ensues during training, and how post grad life is going.
In this episode, Jeff and Sterling discuss:• How Sterling got his start with Barron's over 20 years ago.• What to do to outpace your peers in organic growth.• The evolution of the advisors lists Barron's has provided to the industry.• Future opportunities and evolutions at Barron's. Key Takeaways:•Think more about it as a business, not a practice.•Reducing your responsibilities and bringing on talent will allow your business to grow and thrive rather than just continue as it has been.•Diversification can help your firm and your clients be less tied to the market fluctuations.•Your business starts dying the moment you stop thinking about how it needs to change. "The future is going to be brightest for those advisors who have moved away from, or evolved beyond, an investment-centric focused business. I would want to be with a firm or a team that is trying to position itself as the trusted family counselor." — Sterling Shea
Deepen your knowledge of ETFs to help you make informed fund selections and allocation decisions. Hear from Jillian DelSignore, Head of U.S. ETF Distribution at J.P. Morgan Asset Management, and Sterling Shea of Barron’s Group.
A master class from Sterling Shea on how to revamp your business and thrive as a world-class financial advisor, taught by someone who literally writes the book on where our industry is going and how the best of the best stay at the top.
If you ever wanted to know what it takes to get on Barron’s list of Top Advisors, here it is. Sterling Shea opens the kimono and takes us behind the scenes as he shares the criteria Barron's uses to rank its top advisors. From his perch as the Managing Director and Head of Advisor Programs at Barron's, Sterling is a leading authority on financial advisor practice management and one of the most plugged-in experts on the best practices of the country's top advisors.
- Sterling Shea discusses the Barrons Top 100 Advisors Survey - Please call 1-800-388-9700 for a free review of your financial portfolio
- Sterling Shea, Managing Director at Barron's discusses Top Independent Advisors' Summit - Please call 1-800-388-9700 for a free review for your financial portfolio
The client of the future will look very different from the client of today. What exactly does this mean for advisors? Watch as Dr. David Kelly and two influential industry leaders, Randy Conner and Kate Healy, discuss with Sterling Shea of Barron’s.