Podcast
Barron's Advisor
Hosted by Barron's Advisor · EN
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
40episodes
Episodes
Newest firstAll episodes
Jill Zucker: Why AI Could Reprice Financial Advice
6d ago00:53:14Tap to summarizeThe McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Evan Vladem: How I Mix a Passion for Sports With Financial Advice
2w ago00:44:30Tap to summarizeThe Associated Investor Services advisor describes how building a team around a shared interest can establish trust and deepen relationships with clients and prospects. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
3w ago00:39:09Tap to summarizeThe Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations
4w ago00:39:28Tap to summarize“For a premium valuation in the independent space, you have to have an integrated model,” and organic growth's impact on valuation is “huge" says the CEO. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Bob Pisani: Why Great Advice Is About Behavior, Not Bets
Jun 1600:44:26Tap to summarizeThe former CNBC senior markets correspondent distills 35 years of reporting into what advisors need to know about client behavior and investment success. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent
Jun 900:38:51Tap to summarizeWealth management firms should provide mentorship opportunities and transparent career paths, says Merit Financial Advisors' executive vice president of financial planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Lisa Westermark: How to Seamlessly Hand Off Client Relationships
Jun 200:44:29Tap to summarizeThe Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know
May 2600:18:06Tap to summarizeThe founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients
May 1900:40:39Tap to summarizeThe founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves
May 1200:21:14Tap to summarizeThe CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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