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

February 13, 2025 Unexpected Lessons Learned While Navigating Challenges | Next Gen
Hollis Montgomery, a financial advisor at Morgan Stanley Wealth Management, discusses her maternity leave and how it made her team more efficient and brought members “so much closer.”

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19 min
February 11, 2025 Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations
Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos.

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13 min
February 04, 2025 Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun
Steward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP.

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30 min
January 30, 2025 The Promise—and Peril—of Working With Family Members | Next Gen
Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA.

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23 min
January 28, 2025 Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs
The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos.

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25 min
January 21, 2025 Gary Roth and Mike Capelle: Blueprint for RIA M&A Success
The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP.

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43 min
January 16, 2025 Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen
“I'm very willing to admit what my strengths and my weaknesses are and hire around that to bring in people whose strengths are my weaknesses,” says Matthew Somberg, co-founder of Gottfried & Somberg Wealth Management.

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22 min
January 14, 2025 Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change
The Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Host: Greg Bartalos.

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25 min
January 14, 2025 How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen
Every other Thursday on Barron’s Advisor: The Way Forward: Next Generation, we speak with successful advisors who share their best advice for getting ahead and making an impact.

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1 min
January 07, 2025 David Newson: Proven RIA Marketing Strategies for 15% Organic Growth
The founder of XNW Digital provides a step-by-step roadmap to help advisors accelerate growth at their firms. Host: Steve Sanduski, CFP.

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1 hr 6 min