Barron's Advisor

With 30 years of industry experience, the CEO of Clarity Wealth—and “self-confessed process geek”— shares his best advice for advisors in leadership positions. Host: Ray Sclafani.

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Keith Jacoby: How to Build and Lead a Large Wealth Management Firm

Jill Williams: Advice for Clients Facing Unexpected Retirement

With 30 years of industry experience, the CEO of Clarity Wealth—and “self-confessed process geek”— shares his best advice for advisors in leadership positions. 