Barron's Advisor

エピソード

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  Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades 15.09.2026 32分
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  Barbara Trautlein: Bad Change Leadership Will Kill Good AI 08.09.2026 40分
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  Scott Danner: How to Manage the Emotional Toll of Succession Planning 01.09.2026 27分
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  Andrei Pop: Using an AI Workforce to Scale Your RIA 25.08.2026 1時間
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  Andrew Goldberg: Solving for Liquidity Concerns in Private Investments 18.08.2026 21分
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  Carolyn McClanahan: Why Advisors Must Discuss Health With Clients 11.08.2026 39分
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  Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors 04.08.2026 24分
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  Katie Cullen: What High-Growth RIAs Do Differently 28.07.2026 49分
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  Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams 21.07.2026 47分
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  Jill Zucker: Why AI Could Reprice Financial Advice 14.07.2026 50分

  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 42分

  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 36分

  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 36分

  “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 43分

  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 36分

  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 41分

  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 15分

  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. 
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  Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients 19.05.2026 37分

  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.
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  Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves 12.05.2026 18分

  The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos.
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  Anthony Scaramucci: How Inflation and Populism Change Financial Advice 05.05.2026 47分

  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.