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.
44episodes
Episodes
Newest firstAll episodes
Michelle Magner: Powering Growth Through an Integrated Framework
Mar 2400:52:41Tap to summarizeA 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 investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
Mar 1900:24:02Tap to summarizeThe Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Liz Ann Sonders: Inflation, AI, and the Next Market Cycle
Mar 1700:55:43Tap to summarizeCharles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Mollie Colavita: The Blueprint for Modern Advisory Success
Mar 1000:19:18Tap to summarizeThe CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Nate Fisher: Stay Focused on the Client Relationship | Next Gen
Mar 500:21:37Tap to summarizeThe Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson.. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow
Mar 300:50:27Tap to summarizeFranklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
Feb 2400:28:57Tap to summarizeThe 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 in the future. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Katie Partridge: Financial Advice for Tech Founders | Next Gen
Feb 1900:22:20Tap to summarizeThe Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
Feb 1700:49:50Tap to summarizeSummit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Nancy Daoud: The Changing Nature of Asset Allocation
Feb 1000:24:53Tap to summarizeThe Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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