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

4.2

109109 ratings

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FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 332 episodes available.

Barron's Advisor episodes:

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
May 05, 2026 Anthony Scaramucci: How Inflation and Populism Change Financial Advice
The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism and educate clients about AI and digital assets. Host: Steve Sanduski.

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51min
April 28, 2026 State Street’s Yie-Hsin Hung: We’re Not Done Innovating
State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos.

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17min
April 21, 2026 Rob Nelson: Nine Converging Forces in Financial Advice
The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani.

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1h 1min

FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 332 episodes available.

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