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

February 22, 2022 How 2 Black Advisors Are Working to Change the 'Complexion of Wealth'
Dasarte Yarnway and Emlen Miles-Mattingly explain how they're helping underrepresented advisors. Host: Greg Bartalos.

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35 min
February 15, 2022 Exposing Generational Myths
Many of today's popular ideas around generational differences are superficial stereotypes that miss the majority of what's actually happening among generations. Host: Steve Sanduski.

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45 min
February 08, 2022 Financial Planning for Children With Special Needs
"This is a field that's going to give you a lot of emotional satisfaction when you know you've really helped a family," says Ken Van Leeuwen. Host: Greg Bartalos.

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27 min
February 01, 2022 Building an Employee Value Proposition With Schwab's Benchmarking Data
Cash compensation is just one of many factors that you have to get right if you want to attract and retain the best talent in the industry. Host: Steve Sanduski.

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44 min
January 25, 2022 Envestnet's Bill Crager on the Future of Financial Planning
Clients are "looking to get information at their fingertips whenever they want it." Host: Greg Bartalos.

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23 min
January 18, 2022 Harnessing the Energy of Money
Dr. Maria Nemeth discusses how to develop a healthy and powerful relationship with money that ultimately leads to living a fulfilling life as a hero's journey. Host: Steve Sanduski.

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43 min
January 11, 2022 Sports Memorabilia Offer 'Immense' Upside for Wealth Management Firms
Advisors can help themselves, their firms, and their clients, says Howard Epstein, a wealth management advisor and sports memorabilia expert. Host: Greg Bartalos.

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44 min
January 04, 2022 15 Top Insights From 2021's Actionable Intelligence Podcast
Steve Sanduski shares key insights from Season 1 of The Way Forward: Actionable Intelligence podcast and how you can apply them to your practice.

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51 min
December 21, 2021 Michael Kitces on Fees, M&A, and the RIA Model's 'Compounding Growth'
The co-founder of the XY Planning Network says the growth trend for registered investment advisor firms is "almost inevitable." Hosts: Jack Otter and Ray Sclafani.

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36 min
December 14, 2021 Ric Edelman Talks Bitcoin, Digital Assets and Wealth Management
Historically, advisors were routinely asked "why are you recommending Bitcoin?" says the founder of the Digital Assets Council of Financial Professionals. "The question is now becoming, why aren't you?" Host: Jack Otter.

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47 min