Barron's Advisor
চ্যানেল বিস্তারিত
Barron's Advisor
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
সাম্প্রতিক এপিসোড
318 টি এপিসোড
Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable exper...
Liz Ann Sonders: Inflation, AI, and the Next Market Cycle
Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP.
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Mollie Colavita: The Blueprint for Modern Advisory Success
The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a...
Nate Fisher: Stay Focused on the Client Relationship | Next Gen
The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm'...
Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow
Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP.
Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
The 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...
Katie Partridge: Financial Advice for Tech Founders | Next Gen
The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creat...
Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that p...
Nancy Daoud: The Changing Nature of Asset Allocation
The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of...
Frank McKiernan: ‘A Client Is a Client’ | Next Gen
The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to tr...
Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio
The 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 chang...
Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario plan...
Emily Green: Women, Wealth, and Alternative Investments | Next Gen
Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works...
Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans inc...
Bill Cates: How Financial Advisors Can Master Their Marketing Message
The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal...
Cameron Rogers: Investing With Impact | Next Gen
The Angeles Wealth Management financial advisor discusses the importance of offering a customized, values-based approach to financial advice and impac...
Seth Levine: The Capitalism That Advisors Were Trained for Is Ending
The co-founder of the Foundry VC fund discusses how to navigate uncertainty, complexity, and the future of capitalism. Host: Steve Sanduski, CFP.
Jeff Gonyo: The Rise of the ‘Sell and Stay’ M&A Model
These deals offer operational relief to advisors and help them monetize their business while continuing to serve clients, says Steward Partners’ head...
Eric Leeper: Why Compensation Structure Is Vital to M&A Success
Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Tran...
Doug Messina: Be Yourself and Connect With Clients | Next Gen
The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with client...
Mary Ann Bartels: Tech and International Stocks to Rise in 2026
Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over sm...
Troy Nelson: Building Strength Through Adversity
The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence...
Tony Carpentieri: The Keys to a Successful Practice | Next Gen
The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI.
John Furey: When RIAs Should Rebrand—and How to Make the Call
Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski,...
Debra Brennan Tagg: Challenges and Opportunities for Women in Finance
The president of BFS Advisory Group shares tips to help women, particularly those in wealth management and business owners, advance in their careers....
Heather Robison: Success in a Small Town | Next Gen
Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strateg...
Alison Dooher: Why Data Is the Engine Behind RIAs That Scale
Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Host...
John Nersesian: Make These Tax Moves Before 2026 Arrives
Pimco’s head of advisor education offers guidance on recent tax changes, covering investments, income tax, retirement, and legacy planning. Host: Greg...
Nate Lenz: Key Wealth Management Trends | Next Gen
The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management...
Scott Sparks: How Starting in Insurance Gave His Firm an Advantage.
The founder and CEO of Sparks Financial discusses his firm's evolution from insurance to comprehensive wealth advisor, emphasizing multi-generational...
Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. Host:...
Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen
The UBS financial advisor shares her best advice for advising clients who are going through a divorce.
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Alisa Maute: Cracking the Organic Growth Code for RIAs
Mercer Advisors’ head of client development discusses how the firm built a data-driven client development machine that separates advice from acquisiti...
Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI
Pence Wealth Management's CIO expects strong earnings and lower interest rates to lift the S&P 500 and smaller stocks next year. Host: Greg Bartalos.<...
Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen
The Morgan Stanley managing director explains how advisors can serve multigenerational clients and cater to their ever-changing priorities while helpi...
David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire
What financial advisors and entrepreneurs can learn from Yvon Chouinard and Patagonia’s paradoxical approach to capitalism, profit, and purpose. Host:...
Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams
The executive director of the Women's Leadership Alliance discusses providing a clear career path to employees and creating a company culture of trust...
Ritik Malhotra: Independence, Culture, and AI | Next Gen
“There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealth...
Matt Reiner: Practical AI Use Cases for High-Growth RIAs
Capital Investment Advisors’ managing partner shares a clear-eyed look at what’s hype, what’s working, and how to experiment safely with AI. Host: Ste...
Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI
The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos.
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