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
Frank McKiernan: ‘A Client Is a Client’ | Next Gen
Feb 500:21:43Tap to summarizeThe co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio
Feb 301:01:33Tap to summarizeThe Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
Jan 2700:28:08Tap to summarizeMorgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Emily Green: Women, Wealth, and Alternative Investments | Next Gen
Jan 2200:28:39Tap to summarizeEllevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors
Apr 1, 202500:17:48Tap to summarizeThe Barron’s-ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos.
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Alanna Morey: Making Content and Connecting With Clients | Next Gen
Mar 27, 202500:21:33Tap to summarizeThe Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media.
Transcribe →Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice
Mar 25, 202500:47:20Tap to summarizeDennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your advisory practice. Host: Steve Sanduski, CFP.
Transcribe →Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need
Mar 18, 202500:20:35Tap to summarizeThe head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can respond to the priorities of clients and connect them with experts who “always deliver.” Host: Greg Bartalos.
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Molly Townsend: Empowering Clients With Financial Literacy | Next Gen
Mar 13, 202500:19:14Tap to summarizeThe senior wealth strategy associate at UBS says “I've become very passionate about employee education and making that part of each and every relationship that I work with.”
Transcribe →Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making
Mar 11, 202500:38:57Tap to summarizeHow financial advisors can help clients break free from societal scripts and set goals that truly align with their values. Host: Steve Sanduski, CFP.
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