Barron's Advisor

Episodes

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  Andrew Goldberg: Solving for Liquidity Concerns in Private Investments 18.08.2026 21m
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  Carolyn McClanahan: Why Advisors Must Discuss Health With Clients 11.08.2026 39m
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  Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors 04.08.2026 24m
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  Katie Cullen: What High-Growth RIAs Do Differently 28.07.2026 49m
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  Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams 21.07.2026 47m
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  Jill Zucker: Why AI Could Reprice Financial Advice 14.07.2026 50m

  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 42m

  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 36m

  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 36m

  “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 43m

  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 36m

  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 41m

  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 15m

  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 37m

  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 18m

  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 47m

  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.
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  State Street’s Yie-Hsin Hung: We’re Not Done Innovating 28.04.2026 13m

  State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos.
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  Rob Nelson: Nine Converging Forces in Financial Advice 21.04.2026 59m

  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.
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  Omani Carson: What He Learned After ‘Winning’ the Game 14.04.2026 56m

  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.
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  Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’ 07.04.2026 35m

  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.