Barron's Advisor

Επεισόδια

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  Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap 06.10.2026 16λ
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  Jennifer Marcontell: How to Scale Your Practice With a Human Touch 29.09.2026 45λ
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  Jeff McMillan: Inside the RIA of 2030 22.09.2026 50λ
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  Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades 15.09.2026 32λ
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  Barbara Trautlein: Bad Change Leadership Will Kill Good AI 08.09.2026 40λ
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  Scott Danner: How to Manage the Emotional Toll of Succession Planning 01.09.2026 27λ
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  Andrei Pop: Using an AI Workforce to Scale Your RIA 25.08.2026 1ώ
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  Andrew Goldberg: Solving for Liquidity Concerns in Private Investments 18.08.2026 21λ
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  Carolyn McClanahan: Why Advisors Must Discuss Health With Clients 11.08.2026 39λ
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  Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors 04.08.2026 24λ
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  Katie Cullen: What High-Growth RIAs Do Differently 28.07.2026 49λ
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  Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams 21.07.2026 47λ
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  Jill Zucker: Why AI Could Reprice Financial Advice 14.07.2026 50λ

  The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growth. Host: Steve Sanduski, CFP.
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  Evan Vladem: How I Mix a Passion for Sports With Financial Advice 07.07.2026 42λ

  The Associated Investor Services advisor describes how building a team around a shared interest can establish identity-based trust and deepen relationships with clients and prospects. Host: Greg Bartalos.
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  Mary Beth Franklin: Social Security, Medicare, and Smarter Planning 30.06.2026 36λ

  The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions. Host: Steve Sanduski, CFP.
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  Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations 23.06.2026 36λ

  “If you're looking for a premium valuation in the independent space, you have to have an integrated model,” says the RIA’s CEO, who adds that organic growth has a “huge impact” on valuation. Host: Greg Bartalos.
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  Bob Pisani: Why Great Advice Is About Behavior, Not Bets 16.06.2026 43λ

  The former CNBC senior markets correspondent distills 35 years of reporting into what advisors need to know about client behavior and investment success. Host: Steve Sanduski, CFP.
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  Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent 09.06.2026 36λ

  Wealth management firms should provide mentorship opportunities and transparent career paths, says the executive vice president of financial planning at Merit Financial Advisors. Host: Greg Bartalos.
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  Lisa Westermark: How to Seamlessly Hand Off Client Relationships 02.06.2026 41λ

  The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP.
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  Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know 26.05.2026 15λ

  The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos.