Barron's Advisor

Epizódok

• Mary Beth Franklin: Social Security, Medicare, and Smarter Planning 30.06.2026 39p

  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. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations 23.06.2026 39p

  “For a premium valuation in the independent space, you have to have an integrated model,” and organic growth's impact on valuation is “huge" says the CEO. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Bob Pisani: Why Great Advice Is About Behavior, Not Bets 16.06.2026 44p

  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. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent 09.06.2026 38p

  Wealth management firms should provide mentorship opportunities and transparent career paths, says Merit Financial Advisors' executive vice president of financial planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Lisa Westermark: How to Seamlessly Hand Off Client Relationships 02.06.2026 44p

  The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know 26.05.2026 18p

  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.  Learn more about your ad choices. Visit megaphone.fm/adchoices
• Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients 19.05.2026 40p

  The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves 12.05.2026 21p

  The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Anthony Scaramucci: How Inflation and Populism Change Financial Advice 05.05.2026 50p

  The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism and educate clients about AI and digital assets. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
• State Street’s Yie-Hsin Hung: We’re Not Done Innovating 28.04.2026 16p

  State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Rob Nelson: Nine Converging Forces in Financial Advice 21.04.2026 1ó

  The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Omani Carson: What He Learned After ‘Winning’ the Game 14.04.2026 59p

  Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’ 07.04.2026 38p

  Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Jason Early: How Top Advisors Win Business Owner Clients 31.03.2026 36p

  The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Michelle Magner: Powering Growth Through an Integrated Framework 24.03.2026 52p

  A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen 19.03.2026 24p

  The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Liz Ann Sonders: Inflation, AI, and the Next Market Cycle 17.03.2026 55p

  Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Mollie Colavita: The Blueprint for Modern Advisory Success 10.03.2026 19p

  The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Nate Fisher: Stay Focused on the Client Relationship | Next Gen 05.03.2026 21p

  The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson.. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow 03.03.2026 50p

  Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices