Barron's Advisor

By Barron's AdvisorBusiness Investing

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Typical duration
37 min
per episode

Based on Podcast App listening data

Barron's Advisor episodes

October 27 Erin Moriarity: How I Generated More Than 100 Million YouTube Views
The YouTube financial content creator shares how she built her channel to more than 400,000 subscribers and attracted a huge inflow of prospects seeking a financial advisor. Host: Steve Sanduski, CFP.

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37 min
October 20 Patrick Kilbane: How Financial Advisors Can Find Their Niche
The general counsel and wealth advisor at Ullmann Wealth Partners explains how advisors can differentiate themselves and hone their value proposition. Host: Greg Bartalos.

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34 min
October 13 Breanna Rae Blaney: The Advisor’s Role When AI Knows the Answers
The founder of the Anya Institute explains why tomorrow’s best advisors may be defined by their ability to help clients transform their relationship with money and themselves. Host: Steve Sanduski, CFP.

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47 min
October 06 Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap
The firm’s head of wealth management and field management describes how its advisors are using artificial intelligence, technology, and teaming to build trust with clients and help them reach their goals. Host: Greg Bartalos.

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17 min
September 29 Jennifer Marcontell: How to Scale Your Practice With a Human Touch
The Ameriprise financial advisor shares strategies for growing a financial advisory firm into an enduring organization while preserving core values and maintaining deep client connections. Host: Ray Sclafani.

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46 min
September 22 Jeff McMillan: Inside the RIA of 2030
Morgan Stanley’s former head of firmwide artificial intelligence looks inside the AI-powered advisory firm of 2030 and discusses what humans may still be uniquely needed to do. Host: Steve Sanduski.

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51 min
September 15 Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades
The Barron’s-ranked managing director of Kayne Anderson Rudnick explains why “difficult” clients can be a gift to financial advisors and describes how lighthearted moments can build client relationships. Host: Greg Bartalos.

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33 min
September 08 Barbara Trautlein: Bad Change Leadership Will Kill Good AI
The founder of Change Catalysts explains how leaders can turn resistance, uncertainty, and disruption into successful AI adoption. Host: Steve Sanduski, CFP.

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41 min
September 01 Scott Danner: How to Manage the Emotional Toll of Succession Planning
The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg Bartalos.

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28 min
August 25 Andrei Pop: Using an AI Workforce to Scale Your RIA
Humanity Labs’ founder discusses what happens when AI takes over the machine work and advisors are left to focus on the work only humans can do. Host: Steve Sanduski, CFP.

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1 hr 1 min