Barron's Advisor

By Barron's AdvisorBusiness Investing

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Typical duration
39 min
per episode

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Barron's Advisor episodes

March 19 Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity.

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23 min
March 17 Liz Ann Sonders: Inflation, AI, and the Next Market Cycle
Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP.

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54 min
March 10 Mollie Colavita: The Blueprint for Modern Advisory Success
The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos.

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18 min
March 05 Nate Fisher: Stay Focused on the Client Relationship | Next Gen
The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson..

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22 min
March 05 Nate Fisher: Stay Focused on the Client Relationship | Next Gen
The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson..

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20 min
March 03 Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow
Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP.

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50 min
February 24 Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive in the future. Host: Greg Bartalos.

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28 min
February 19 Katie Partridge: Financial Advice for Tech Founders | Next Gen
The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer.

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21 min
February 17 Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP.

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49 min
February 10 Nancy Daoud: The Changing Nature of Asset Allocation
The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos.

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24 min