Barron's Advisor
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Barron's Advisor
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Recent Episodes
341 episodes
Andrei Pop: Using an AI Workforce to Scale Your RIA
Humanity Labs’ founder discusses what happens when AI takes over the machine work and advisors are left to focus on the work only humans can do. Host:...
Andrew Goldberg: Solving for Liquidity Concerns in Private Investments
To prevent panic selling, Cornerstone Alternatives’ managing partner says advisors should make sure clients understand liquidity constraints and that...
Carolyn McClanahan: Why Advisors Must Discuss Health With Clients
The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life....
Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors
Lee, a founding partner at Summit Trail Advisors, and Nickow, a principal and advisor, discuss how the RIA develops internal talent. Host: Greg Bartal...
Katie Cullen: What High-Growth RIAs Do Differently
The Head of BlackRock Business Consulting shares how growth-minded advisors can sharpen strategy, improve execution, and evolve from practitioners int...
Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams
The firm's head of practice strategy discusses the rise of mega-teams and how advisors can maximize growth. Host: Ray Sclafani.
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Jill Zucker: Why AI Could Reprice Financial Advice
The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growt...
Evan Vladem: How I Mix a Passion for Sports With Financial Advice
The Associated Investor Services advisor describes how building a team around a shared interest can establish identity-based trust and deepen relation...
Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident...
Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations
“If you're looking for a premium valuation in the independent space, you have to have an integrated model,” says the RIA’s CEO, who adds that organic...
Bob Pisani: Why Great Advice Is About Behavior, Not Bets
The former CNBC senior markets correspondent distills 35 years of reporting into what advisors need to know about client behavior and investment succe...
Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent
Wealth management firms should provide mentorship opportunities and transparent career paths, says the executive vice president of financial planning...
Lisa Westermark: How to Seamlessly Hand Off Client Relationships
The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: S...
Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know
The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transacti...
Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients
The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families....
Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves
The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos.
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Anthony Scaramucci: How Inflation and Populism Change Financial Advice
The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic dis...
State Street’s Yie-Hsin Hung: We’re Not Done Innovating
State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" re...
Rob Nelson: Nine Converging Forces in Financial Advice
The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digita...
Omani Carson: What He Learned After ‘Winning’ the Game
Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP....
Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’
Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduc...
Jason Early: How Top Advisors Win Business Owner Clients
The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP.<...
Michelle Magner: Powering Growth Through an Integrated Framework
A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from invest...
Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable exper...
Liz Ann Sonders: Inflation, AI, and the Next Market Cycle
Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP.
H...
Mollie Colavita: The Blueprint for Modern Advisory Success
The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a...
Nate Fisher: Stay Focused on the Client Relationship | Next Gen
The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm'...
Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow
Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP.
Hos...
Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive...
Katie Partridge: Financial Advice for Tech Founders | Next Gen
The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creat...
Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that p...
Nancy Daoud: The Changing Nature of Asset Allocation
The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of...
Frank McKiernan: ‘A Client Is a Client’ | Next Gen
The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to tr...
Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio
The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast chang...
Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario plan...
Emily Green: Women, Wealth, and Alternative Investments | Next Gen
Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works...
Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans inc...
Bill Cates: How Financial Advisors Can Master Their Marketing Message
The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal...
Cameron Rogers: Investing With Impact | Next Gen
The Angeles Wealth Management financial advisor discusses the importance of offering a customized, values-based approach to financial advice and impac...
Seth Levine: The Capitalism That Advisors Were Trained for Is Ending
The co-founder of the Foundry VC fund discusses how to navigate uncertainty, complexity, and the future of capitalism. Host: Steve Sanduski, CFP.