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

September 16, 2025 Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI
The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos.

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28 min
September 11, 2025 Ariana Bhatia: Investing for Multigenerational Families | Next Gen
The Merrill Lynch private advisor discusses how different generations approach their investment portfolios, why private investments are often misunderstood, and why they are so important to offer clients.

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19 min
September 09, 2025 Michael Nathanson: Scaling Your Firm From Practice to Enterprise
Focus Financial Partners' CEO shares the mindset and required shifts in structure to turn a billion-dollar AUM firm into a lasting 100-year enterprise. Host: Steve Sanduski, CFP.

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1 hr 7 min
September 02, 2025 Suzanne Siracuse: How to Reinvent Yourself and Your Career
The former publisher turned wealth management consultant discusses authentic relationships, lessons from her career change, and why advisors should “give back.” Host: Greg Bartalos.

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35 min
August 28, 2025 Emily Malone: It’s Never too Late to Become an Advisor | Next Gen
The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients.

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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
23 min
August 28, 2025 Emily Malone: It’s Never too Late to Become an Advisor | Next Gen
The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients.

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22 min
August 26, 2025 Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook
The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP.

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55 min
August 19, 2025 Josh Bronstein: ‘Playing the Long Game Is Key’
“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani.

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51 min
August 14, 2025 Riley Saunders: The Psychology of Financial Planning | Next Gen
“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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22 min
August 14, 2025 Riley Saunders: The Psychology of Financial Planning | Next Gen
“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
21 min