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Barron's Advisor

Barron's Advisor

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

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Episodis

352 episodis

  1. James Taylor: Advisors Who Don’t Embrace AI Will Be Left Behind 14:25
  2. Matt Ludmer: When Success Stops Feeling Like Success 48:22
  3. Erin Moriarity: How I Generated More Than 100 Million YouTube Views 36:05
  4. Patrick Kilbane: How Financial Advisors Can Find Their Niche 33:29
  5. Breanna Rae Blaney: The Advisor’s Role When AI Knows the Answers 46:53
  6. Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap 16:20
  7. Jennifer Marcontell: How to Scale Your Practice With a Human Touch 45:49
  8. Jeff McMillan: Inside the RIA of 2030 50:15
  9. Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades 32:49
  10. Barbara Trautlein: Bad Change Leadership Will Kill Good AI 40:43
  11. Scott Danner: How to Manage the Emotional Toll of Succession Planning 27:44
  12. Andrei Pop: Using an AI Workforce to Scale Your RIA 1:00:51
  13. Andrew Goldberg: Solving for Liquidity Concerns in Private Investments 21:43
  14. Carolyn McClanahan: Why Advisors Must Discuss Health With Clients 39:16
  15. Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors 24:05
  16. Katie Cullen: What High-Growth RIAs Do Differently 49:01
  17. Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams 47:45
  18. Jill Zucker: Why AI Could Reprice Financial Advice 50:30
  19. Evan Vladem: How I Mix a Passion for Sports With Financial Advice 42:44
  20. Mary Beth Franklin: Social Security, Medicare, and Smarter Planning 36:24
  21. Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations 36:43
  22. Bob Pisani: Why Great Advice Is About Behavior, Not Bets 43:38
  23. Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent 36:06
  24. Lisa Westermark: How to Seamlessly Hand Off Client Relationships 41:44
  25. Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know 15:21
  26. Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients 37:54
  27. Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves 18:29
  28. Anthony Scaramucci: How Inflation and Populism Change Financial Advice 47:37
  29. State Street’s Yie-Hsin Hung: We’re Not Done Innovating 13:27
  30. Rob Nelson: Nine Converging Forces in Financial Advice 59:10
  31. Omani Carson: What He Learned After ‘Winning’ the Game 56:17
  32. Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’ 35:28
  33. Jason Early: How Top Advisors Win Business Owner Clients 33:51
  34. Michelle Magner: Powering Growth Through an Integrated Framework 51:56
  35. Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen 22:17
  36. Liz Ann Sonders: Inflation, AI, and the Next Market Cycle 53:58
  37. Mollie Colavita: The Blueprint for Modern Advisory Success 17:34
  38. Nate Fisher: Stay Focused on the Client Relationship | Next Gen 21:21
  39. Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow 49:42
  40. Eleni Mavromati: What It Takes to Be a Great Wealth Management COO 27:12
  41. Katie Partridge: Financial Advice for Tech Founders | Next Gen 20:35
  42. Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million 48:05
  43. Nancy Daoud: The Changing Nature of Asset Allocation 23:08
  44. Frank McKiernan: ‘A Client Is a Client’ | Next Gen 19:58
  45. Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio 59:48
  46. Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning 26:23
  47. Emily Green: Women, Wealth, and Alternative Investments | Next Gen 26:54
  48. Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors 37:48
  49. Bill Cates: How Financial Advisors Can Master Their Marketing Message 34:29
  50. Cameron Rogers: Investing With Impact | Next Gen 27:44