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.
37episodes
Episodes
Newest firstAll episodes
Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations
6d 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
2w ago00:44:26Tap 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
3w ago00:38:51Tap 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
4w ago00:44:29Tap 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
Transcribe →Anthony Scaramucci: How Inflation and Populism Change Financial Advice
May 500:50:22Tap to summarizeThe SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism and educate clients about AI and digital assets. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →State Street’s Yie-Hsin Hung: We’re Not Done Innovating
Apr 2800:16:12Tap to summarizeState Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Rob Nelson: Nine Converging Forces in Financial Advice
Apr 2101:00:55Tap to summarizeThe CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
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