Barron's Advisor

By Barron's AdvisorBusiness Investing

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Typical duration
36 min
per episode

Based on Podcast App listening data

Barron's Advisor episodes

April 26, 2022 How a Founder Can Step Down as CEO Yet Remain Pivotal in a New Role
Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives. Host: Steve Sanduski.

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50 min
April 19, 2022 Brian Hamburger on RIA's Biggest M&A Mistakes
"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos.

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23 min
April 19, 2022 Brian Hamburger on RIA's Biggest M&A Mistakes
"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos.

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22 min
April 12, 2022 How Scott Hanson Grew Allworth Financial From $10M Into a $15B RIA
Hanson describes his evolution as a leader and the steps he took to ensure success. Host: Steve Sanduski.

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49 min
April 05, 2022 Jim Stack Warns About the Fed, Tech Stocks, and Real Estate
"It's conceivable that the blue chip indexes could drop 35 to 40%," says the founder of Stack Financial Management. Host: Greg Bartalos.

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47 min
March 29, 2022 Making Your Mark as CEO in Your First 100 Days
After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of how she hit the ground running. Host: Steve Sanduski.

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51 min
March 22, 2022 Patrick O'Shaughnessy on Custom Indexing and the Portfolio of You
The founder of Canvas on the evolution of the index fund to direct indexing and now custom indexing. Host: Greg Bartalos.

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31 min
March 15, 2022 The Mindsets That Define CEO Excellence
McKinsey & Company Senior Partners Scott Keller and Vik Malhotra discuss the six responsibilities of the CEO role and the associated mindsets that distinguish the best leaders from the rest. Host: Steve Sanduski.

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51 min
March 08, 2022 How to Attract Affluent Next-Gen Clients
"The vast majority of this demographic wants to feel more in control," says David Snider, founder and CEO of Harness Wealth. Host: Greg Bartalos.

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25 min
March 01, 2022 Decoding the Information in Emotions to Unlock Performance
Performance coach Denise Shull says don't fight the feeling. Instead, your performance will soar when you effectively answer, "What am I feeling and why am I feeling it?" Host: Steve Sanduski.

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49 min