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 311 episodes available.

Barron's Advisor episodes:

February 17, 2026 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 plateau. Host: Steve Sanduski, CFP.

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50min
February 10, 2026 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 asset allocation. Host: Greg Bartalos.

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25min
February 05, 2026 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 treating individuals and family clients like institutions.

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22min
February 03, 2026 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 changing world. Host: Steve Sanduski, CFP.

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1h 2min
January 27, 2026 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 planning. Host: Greg Bartalos.

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29min
January 22, 2026 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 with alternative investments.

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29min
January 20, 2026 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 increases. Host: Steve Sanduski, CFP.

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40min
January 13, 2026 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 clients. Host: Greg Bartalos.

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37min
January 08, 2026 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 impact investing, particularly for women and younger generations.

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30min
January 06, 2026 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.

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46min

FAQs about Barron's Advisor:

How many episodes does Barron's Advisor have?

The podcast currently has 311 episodes available.

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