Barron's Advisor

By Barron's Advisor

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.... more

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109109 ratings

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FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 335 episodes available.

Barron's Advisor episodes:

July 14, 2026 Jill Zucker: Why AI Could Reprice Financial Advice
The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growth. Host: Steve Sanduski, CFP.

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54min
July 07, 2026 Evan Vladem: How I Mix a Passion for Sports With Financial Advice
The Associated Investor Services advisor describes how building a team around a shared interest can establish trust and deepen relationships with clients and prospects. Host: Greg Bartalos.

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45min
June 30, 2026 Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions. Host: Steve Sanduski, CFP.

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40min
June 23, 2026 Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations
“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.

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40min
June 16, 2026 Bob Pisani: Why Great Advice Is About Behavior, Not Bets
The 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.

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45min
June 09, 2026 Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent
Wealth management firms should provide mentorship opportunities and transparent career paths, says Merit Financial Advisors' executive vice president of financial planning. Host: Greg Bartalos.

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39min
June 02, 2026 Lisa Westermark: How to Seamlessly Hand Off Client Relationships
The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP.

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45min
May 26, 2026 Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know
The 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.

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19min
May 19, 2026 Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients
The 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.

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41min
May 12, 2026 Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves
The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos.

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22min

FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 335 episodes available.

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