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.
Be sure to visit the podcast's website and support the creator: www.barrons.com
Author
Barron's Advisor
Category
Podcast website
Latest episode
Oct 27, 2026
Where to listen?
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Episodes
What It Takes to Run a Successful Multigenerational Team 04.10.2022 30:22
Scott Wilson and Crystal Ho of the Atlas Group on the importance of hiring employees who share chemistry, dedication, and a desire to learn. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Making the Shift From Entrepreneur to Leader 27.09.2022 44:56
Your company’s success rises or falls based on your leadership ability. Here’s the playbook for leading in a post-pandemic world with Antonia Hock. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Succession Planning, Next-Gen Talent, and What the Best Leaders Do 20.09.2022 21:25
More advisors are getting serious about the future, says Ray Sclafani, the CEO and founder of ClientWise. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Simple Tools to Help Your Clients Achieve Their Goals 13.09.2022 53:41
Social psychologist and scientist Dr. Emily Balcetis explains how to use vision and brain science to overcome challenges and achieve our most important goals. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How Advisors Can Manage Their Social-Media Presence Like Pros 06.09.2022 26:00
Jeff Bradanini, financial advisor and director of marketing for Beirne Wealth Consulting, on how advisors can use social media and digital marketing to gain clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Complete Guide to Advisor Podcasting 30.08.2022 52:14
Podcasting makes you a better advisor. It deepens your client relationships. You’ll meet new people and make intriguing connections. And it helps with client prospecting and recruiting new team members. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Video Killed the Radio Star but Can Give New Life to Advisor Practices 23.08.2022 31:08
Advisors must leverage technology or risk falling behind, says Mike Byrnes, founder and president of Byrnes Consulting. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Business Case for Cultivating Empathy 16.08.2022 45:50
Far from “soft,” empathy is an important business skill that fuels great businesses and brands, increases retention, drives profits, and supports employees’ wellbeing. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
What It Takes to Be a Great COO 09.08.2022 24:33
Allison Felix, who rose from executive assistant to chief operating officer at Cassaday & Co., on what it takes to succeed. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Salesforce's Tiffani Bova on the 5 Keys to Driving Faster Growth 02.08.2022 53:21
Employee experience drives customer experience and that leads to faster sales growth. Bova shares the core elements of employee experience you should focus on to drive that growth. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How One RIA Created a Path for Next-Gen Talent to Become Partners 26.07.2022 30:43
David Armstrong and Jessica Gibbs of Monument Wealth Management on how their firm helps employees advance and the power of “opinionated” content. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Art and Science of a High-Performing Advisor Website 19.07.2022 48:26
Andy Crestodina, Orbit Media co-founder, has built more than 1,000 websites. He lays out what it takes to design one that attracts and converts the right prospects. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Finding Young Workers Is Easy for This RIA 12.07.2022 25:22
Sequoia Financial Group's Kevin Myeroff and Elizabeth Scheiderer discuss the success of their internship program. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Attract and Retain Top Talent in a Tight Market 05.07.2022 45:27
One reason why the big advisory firms keep getting bigger is they do a better job of creating a culture that attracts and retains top talent. Gartner's Brian Kropp shows how. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Earn Guaranteed Income in a Time of Heightened Volatility 28.06.2022 23:18
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider commission-free annuities. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Clinical Psychologist Shares the Science Behind Behavior Change 21.06.2022 54:00
Dr. Joy Lere discusses how the mind works, how our beliefs are formed, and the tools and techniques we can use to guide positive behavior change for our clients. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chris Davis Picks Stocks, Praises Buffett, Rips Politicians 14.06.2022 47:49
The chairman and portfolio manager of Davis Advisors on the importance of long-term investing and buying "durable, growing businesses at value prices." Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Former Yum! Brands CEO on Leadership, Talent, and Self-Coaching 07.06.2022 51:35
David Novak distills decades of success into practical "dynasty drivers" that led to double-digit growth for 13 consecutive years. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Shirl Penney on the 10 Things Elite Advisory Teams Do Best 31.05.2022 27:50
Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Don't 'Follow Your Bliss.' Instead, Find Love in Your Work. 24.05.2022 58:16
Love, the most powerful of human emotions, has been systematically drained from our lives - our work, teams, and classrooms. Marcus Buckingham says it's time we brought love back in. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Charles Zhang on Efficiency, Community, and Caring for Animals 17.05.2022 17:33
"We donate roughly 20% of our profit every year to our community and other places," says the founder and president of Zhang Financial. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
There Is No Such Thing as 'Apolitical' Leadership Anymore 10.05.2022 49:01
Eric Pliner, who counsels top CEOs on how to make difficult decisions, says that you won't please everyone but there is a framework to help you make informed, effective decisions. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Multigenerational Planning and 'The Most Important Thing to Parents' 03.05.2022 40:00
Mariner Wealth Advisors' Valerie Newell describes how advisors should work with multigenerational families. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
How a Founder Can Step Down as CEO Yet Remain Pivotal in a New Role 26.04.2022 50:36
Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Brian Hamburger on RIA's Biggest M&A Mistakes 19.04.2022 22:33
"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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