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Barron's Advisor | Wave AI Podcast Notes
Barron's Advisor
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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26 episodes
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Episodes
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Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’
00:36:11
4/7/2026
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Jason Early: How Top Advisors Win Business Owner Clients
00:35:36
3/31/2026
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Michelle Magner: Powering Growth Through an Integrated Framework
00:52:41
3/24/2026
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Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
00:24:02
3/19/2026
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Liz Ann Sonders: Inflation, AI, and the Next Market Cycle
00:55:43
3/17/2026
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Mollie Colavita: The Blueprint for Modern Advisory Success
00:19:18
3/10/2026
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Nate Fisher: Stay Focused on the Client Relationship | Next Gen
00:21:37
3/5/2026
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Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow
00:50:27
3/3/2026
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Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
00:28:57
2/24/2026
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Katie Partridge: Financial Advice for Tech Founders | Next Gen
00:22:20
2/19/2026
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