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

December 18, 2025 Doug Messina: Be Yourself and Connect With Clients | Next Gen
The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with clients and discusses the shift to holistic planning.

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23 min
December 16, 2025 Mary Ann Bartels: Tech and International Stocks to Rise in 2026
Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos.

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52 min
December 09, 2025 Troy Nelson: Building Strength Through Adversity
The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani.

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52 min
December 04, 2025 Tony Carpentieri: The Keys to a Successful Practice | Next Gen
The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI.

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20 min
December 02, 2025 John Furey: When RIAs Should Rebrand—and How to Make the Call
Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski, CFP.

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32 min
November 25, 2025 Debra Brennan Tagg: Challenges and Opportunities for Women in Finance
The president of BFS Advisory Group shares tips to help women, particularly those in wealth management and business owners, advance in their careers. Host: Greg Bartalos.

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38 min
November 20, 2025 Heather Robison: Success in a Small Town | Next Gen
Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations.

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17 min
November 18, 2025 Alison Dooher: Why Data Is the Engine Behind RIAs That Scale
Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Host: Steve Sanduski, CFP.

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36 min
November 11, 2025 John Nersesian: Make These Tax Moves Before 2026 Arrives
Pimco’s head of advisor education offers guidance on recent tax changes, covering investments, income tax, retirement, and legacy planning. Host: Greg Bartalos.

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29 min
November 06, 2025 Nate Lenz: Key Wealth Management Trends | Next Gen
The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors.

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29 min