Barron's Advisor

By Barron's AdvisorBusiness Investing

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Typical duration
39 min
per episode

Based on Podcast App listening data

Barron's Advisor episodes

May 13, 2025 Joe McLean: Winning Strategies for Advisors Who Serve Athletes
The managing partner at MAI Capital Management on his time as a professional basketball player and how that experience helps him create successful outcomes for clients. Host: Greg Bartalos.

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24 min
May 08, 2025 Dane Burkholder: 3 Key Skills for Advisors | Next Gen
The ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management.

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22 min
May 06, 2025 Samantha Russell: What Works Right Now in Financial Advisor Marketing
The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP.

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48 min
April 29, 2025 10 Time-Tested Investment Principles for Volatile Markets
Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stick with their investment plans. Host: Greg Bartalos.

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19 min
April 24, 2025 Eric Sontag: Solving for Intergenerational Challenges | Next Gen
“Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to start,” says the president of Wealthspire Advisors.

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23 min
April 22, 2025 Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years
Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP.

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38 min
April 15, 2025 Jennifer Wallace: Resilience and the Importance of Mattering at Work
“We talk a lot about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos.

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25 min
April 10, 2025 James Taylor: The Power of Process | Next Gen
“I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Group at Morgan Stanley. “That’s because every single aspect of our business has a process around it.”

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22 min
April 08, 2025 Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA
Inside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP.

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43 min
April 01, 2025 Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors
The Barron’s-ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos.

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18 min