Barron's Advisor

Business EN ↓ 350 episodes

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

Episodes

Samantha Russell: What Works Right Now in Financial Advisor Marketing 06.05.2025 48:34

The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Time-Tested Investment Principles for Volatile Markets 29.04.2025 18:24

Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stick with their investment plans. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Eric Sontag: Solving for Intergenerational Challenges | Next Gen 24.04.2025 22:54

“Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to start,” says the president of Wealthspire Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years 22.04.2025 38:24

Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jennifer Wallace: Resilience and the Importance of Mattering at Work 15.04.2025 24:43

“We talk a lot about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

James Taylor: The Power of Process | Next Gen 10.04.2025 21:14

“I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Group at Morgan Stanley. “That’s because every single aspect of our business has a process around it.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA 08.04.2025 43:30

Inside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors 01.04.2025 17:48

The Barron’s-ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alanna Morey: Making Content and Connecting With Clients | Next Gen 27.03.2025 19:48

The Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media. Learn more about your ad choices. Visit megaphone.fm/adchoices

Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice 25.03.2025 47:20

Dennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your advisory practice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need 18.03.2025 20:35

The head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can connect clients with experts who “always deliver.” Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Molly Townsend: Empowering Clients With Financial Literacy | Next Gen 13.03.2025 17:29

The senior wealth strategy associate at UBS says “I've become very passionate about employee education and making that part of each and every relationship that I work with.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making 11.03.2025 38:12

How financial advisors can help clients break free from societal scripts and set goals that truly align with their values. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jill Williams: Advice for Clients Facing Unexpected Retirement 04.03.2025 20:07

The Ameriprise private wealth advisor discusses working with clients who fall on hard times and the importance of instilling them with hope. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Max Winthrop: 'Quirkiness Matters' | Next Gen 27.02.2025 22:40

“I think people inherently have quirks and sometimes we seek to hide those quirks because we want to put up a professional facade,” says Max Winthrop, CEO of Winthrop. “I like to joke around and I think that also makes me approachable.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Geri Eisenman Pell: Succession Planning Tips for Financial Advisors 25.02.2025 43:10

Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tom Ruggie: What Financial Advisors Should Know About Collectibles 18.02.2025 29:13

The CEO of Destiny Family Office discusses practical steps to help your clients value, protect, and pass on their collections. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Unexpected Lessons Learned While Navigating Challenges | Next Gen 13.02.2025 19:54

Hollis Montgomery, a financial advisor at Morgan Stanley Wealth Management, discusses her maternity leave and how it made her team more efficient and brought members “so much closer.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations 11.02.2025 13:23

Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun 04.02.2025 29:34

Steward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Promise—and Peril—of Working With Family Members | Next Gen 30.01.2025 23:59

Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA. Learn more about your ad choices. Visit megaphone.fm/adchoices

Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs 28.01.2025 24:23

The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Gary Roth and Mike Capelle: Blueprint for RIA M&A Success 21.01.2025 42:25

The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen 16.01.2025 23:22

“I'm very willing to admit what my strengths and my weaknesses are and hire around that to bring in people whose strengths are my weaknesses,” says Matthew Somberg, co-founder of Gottfried & Somberg Wealth Management. Learn more about your ad choices. Visit megaphone.fm/adchoices

Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change 14.01.2025 25:35

The Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices