Name: How to Know if a Family Member Should Join Your Firm
Uploaded: 2025-05-27T19:59:00Z
Duration: 1 min 5 s
Description: “It has to be voluntary,” says Raj Bhatia, private wealth advisor with Merrill Private Wealth Management. “They should want to want to be in your business.”

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NYU Langone CEO Says This Can Help the U.S. Government Fix Healthcare

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How This Massive NYC Health System Changed Its Business Model

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Why Aon's CEO Is Betting on GLP-1 and Other Weight-Loss Meds

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Why Aon's CEO Thinks Volatility Isn't Going Anywhere

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4 Megatrends That Cause Volatility in the World: Aon CEO

Scott Bok, the former board chair of the University of Pennsylvania, breaks down the financial risks and implications that come with removing tax-exempt status from colleges and universities.

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Taking Away Tax-Exempt Status: A “Nuclear Weapon Against Universities”

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Saira Malik, chief investment officer of Nuveen, makes the case for more gains in 2023.

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David Bailin, chief investment officer of Citi Global Wealth, offers his take on the latest IPO activity and what it says about the strength of capital markets.

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IPOs: Making a Comeback

Chris Harvey, head of equity strategy at Wells Fargo Securities, explains what would make him more bullish on stocks and when he sees a Fed rate cut coming.

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Cuts on the Horizon?

Tom Kennedy, chief investment strategist for J.P. Morgan Global Wealth Management, explains why he thinks concerns around a slowdown in China are overblown.

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Evaluating China Risk

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Rate Hikes in the Rearview?

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September to Remember? 

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Time to be Skeptical?

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Hitting a Wall

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The Fed's Rate Pause, Explained

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Chinese tech company DiDi Global, which runs a ride-sharing app, has announced it plans to delist from the New York Stock Exchange. Investors are watching and waiting to see what other Chinese giants with U.S. listings, like Alibaba and JD.com, will do. Here's what delisting entails.

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What Happens When a Stock Delists?

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What's Next for Qualcomm?

On the Barron's Streetwise Podcast, Barron’s senior writer Al Root sits down with Jack Hough to discuss Toyota’s recent success with hybrids, the coolest cars at the New York Auto Show, and what’s ahead for Tesla stock.

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Is Electric Vehicle Demand Cooling Off? 

On the Barron’s Streetwise podcast, Rystad Energy’s Alexandre Ramos Peon discusses how U.S. oil producers have boosted profitability and production despite fewer wells.

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The Outlook for Oil

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Bitcoin as 'Digital Gold' 

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The $600,000 Case for Bitcoin

Kathy Jones, Chief Fixed Income Strategist at Schwab, says it might not matter. Plus, the outlook for yields and the national debt.

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Bond Funds or Individual Bonds?

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Chipotle's CEO on How He Plans to Double the Business. Again.

Jim Farley on competing with Tesla, and why Ford is favoring Level 3 autonomy over full self-driving capability.

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Ford CEO On the Outlook for EVs and Robo Cars

J.P. Morgan Asset Management's David Kelly says inflation is like a rollercoaster: It will come down again.

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Inflation, Attractive Bonds, and Value Abroad

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Stocks are expensive, risks abound, and AI is about to change the world. Other than that, building a calamity-proof retirement portfolio should be a cinch. Tune in as two veteran money managers size up the markets and share their investment ideas.

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Saving for a Sunny Day

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Are You Fiscally Fit?

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Not Your Father's Utility

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Ready for a Revamp?

The launch this year of Bitcoin ETFs has made it easier for investors to buy and trade the cryptocurrency. But is that a wise move, and if so, how much crypto should you own?

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Investing in Cryptocurrencies

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Is Crypto Really a Game-Changer?

Persistent inflation means retirement savings don't go as far as they once did. We discuss the best inflation hedges, and how retirees can benefit from higher-for-longer interest rates.

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Protecting Your Nest Egg from Rising Prices

The impact of inflation is felt unevenly across the economy and markets. Learn which industries, and companies do best in a “sticky” inflation era, and how fixed income, alternative assets, and gold can help investors hedge against further price growth.

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Don’t Trim Your Inflation Hedges

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“It has to be voluntary,” says Raj Bhatia, private wealth advisor with Merrill Private Wealth Management. “They should want to want to be in your business.”

https://m.wsj.net/video/20250527/3c705b87-b7e9-4e50-94ab-85d7c013891f/1/hls/manifest-hd-wifi.m3u8

How to Know if a Family Member Should Join Your Firm

If your adult son or daughter or any other member of the family has had work experience outside for three to five years, whereas they know what it is in terms of, you know, presenting yourself in and rising through the ranks elsewhere. And because they know your business growing up in the same household, they know what it is, what it takes with the father or the mother's practice. Now, given that, they are aware of the differences, and then if you solicit them that, I'm getting older, I need you. If they are okay and they express an interest, all they have to do is not express zero interest.

Got it.

So you can then begin to bring them in, show them, have them spend some time, have them talk to your team members. It has to be voluntarily. They want, they should want to be in your business.

Host: Got it.

If you get the slightest hint, jump at it.

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