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Barron's Advisor | Wave AI Podcast Notes

Barron's Advisor cover

Barron's Advisor

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

300 episodes

Episodes

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Mollie Colavita: The Blueprint for Modern Advisory Success

00:19:183/10/2026

Nate Fisher: Stay Focused on the Client Relationship | Next Gen

00:21:373/5/2026

Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow

00:50:273/3/2026

Eleni Mavromati: What It Takes to Be a Great Wealth Management COO

00:28:572/24/2026

Katie Partridge: Financial Advice for Tech Founders | Next Gen

00:22:202/19/2026

Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million

00:49:502/17/2026

Nancy Daoud: The Changing Nature of Asset Allocation

00:24:532/10/2026

Frank McKiernan: ‘A Client Is a Client’ | Next Gen

00:21:432/5/2026

Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio

01:01:332/3/2026

Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning

00:28:081/27/2026

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