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

February 05 Frank McKiernan: ‘A Client Is a Client’ | Next Gen
The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions.

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20 min
February 03 Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio
The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve Sanduski, CFP.

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1 hr
January 27 Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos.

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27 min
January 22 Emily Green: Women, Wealth, and Alternative Investments | Next Gen
Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments.

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27 min
January 20 Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans increases. Host: Steve Sanduski, CFP.

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38 min
January 13 Bill Cates: How Financial Advisors Can Master Their Marketing Message
The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal clients. Host: Greg Bartalos.

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35 min
January 08 Cameron Rogers: Investing With Impact | Next Gen
The Angeles Wealth Management financial advisor discusses the importance of offering a customized, values-based approach to financial advice and impact investing, particularly for women and younger generations.

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28 min
January 06 Seth Levine: The Capitalism That Advisors Were Trained for Is Ending
The co-founder of the Foundry VC fund discusses how to navigate uncertainty, complexity, and the future of capitalism. Host: Steve Sanduski, CFP.

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44 min
December 30, 2025 Jeff Gonyo: The Rise of the ‘Sell and Stay’ M&A Model
These deals offer operational relief to advisors and help them monetize their business while continuing to serve clients, says Steward Partners’ head of wealth management. Host: Greg Bartalos.

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21 min
December 23, 2025 Eric Leeper: Why Compensation Structure Is Vital to M&A Success
Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions. Host: Greg Bartalos.

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20 min