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 26 Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know
The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos.

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16 min
May 19 Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients
The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP.

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38 min
May 12 Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves
The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos.

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19 min
May 05 Anthony Scaramucci: How Inflation and Populism Change Financial Advice
The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism and educate clients about AI and digital assets. Host: Steve Sanduski.

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48 min
April 28 State Street’s Yie-Hsin Hung: We’re Not Done Innovating
State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos.

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14 min
April 21 Rob Nelson: Nine Converging Forces in Financial Advice
The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani.

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1 hr
April 14 Omani Carson: What He Learned After ‘Winning’ the Game
Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP.

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57 min
April 07 Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’
Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host: Greg Bartalos.

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36 min
March 31 Jason Early: How Top Advisors Win Business Owner Clients
The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP.

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34 min
March 24 Michelle Magner: Powering Growth Through an Integrated Framework
A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani.

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52 min