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
Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM 27.06.2023 47:28
Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-founder covers it all. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kate Healy: Evangelizing for Financial Planning as a Career Choice 13.06.2023 18:43
Dedicated to driving awareness of the profession to younger and more diverse applicants, Healy shares tips for advisors looking to hire new talent. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity 30.05.2023 43:40
Through the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Barry Ritholtz: How Advisors Can Create Killer Content 16.05.2023 25:01
Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer 02.05.2023 46:46
The high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how they apply at sea level. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Nathanson: What Advisors Can Learn From Charles Darwin 18.04.2023 25:39
The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kate Murphy: How to Truly Hear and Understand Your Clients 04.04.2023 47:04
When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet in short supply. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Build an Enduring Legacy and Secure Long-Lasting Wealth 21.03.2023 22:59
Robert Balentine, chairman of his namesake firm, explains why advisors should focus on family relationships. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dynasty’s Casey McKeon: How to Bring More Women Into Wealth Management 07.03.2023 22:17
The senior vice president of relationship management makes the case for hiring women with non-traditional backgrounds. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mal Makin’s Underrated—and Understated—Ways to Gain Clients 21.02.2023 35:15
The founder of Professional Planning Group discusses the power of transparency and having a light touch. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
‘Failure Is Not an Option.’ Lessons Learned From High Expectations 07.02.2023 23:36
Wells Fargo advisor Nelrae Pasha Ali on how she overcame long odds as a Black woman to excel in sports and wealth management. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Keep Clients From Acting on Fear and Greed 24.01.2023 19:29
Scott Tiras, president of Tiras Wealth Management, shares evergreen lessons. Host: Greg Bartalos . Learn more about your ad choices. Visit megaphone.fm/adchoices
CAIS’ Abby Salameh on Alts, Advisors, and ‘Leading With Learning’ 10.01.2023 21:21
“We're providing the education that advisors need to help them understand and feel more comfortable investing in alternatives,” says the CMO. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Candy Bar, a 10-Year Old, and a Successful RIA 27.12.2022 16:54
Barbara Hudock, CEO and founding partner of Hudock Capital Group, traces her altruism back to an epiphany from her youth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Using Stories to Connect with Clients and Prospects 20.12.2022 48:10
Storytelling and story listening are both art and science. Master them and you’ll deepen your human connection and deliver greater value to your clients. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why This Top Advisor Is Bullish on Muni Bonds, Value Stocks, and Alts 13.12.2022 13:46
Holly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Investing to Create a World You Would Like to Retire In 06.12.2022 47:50
New investment vehicles make it possible to attain market-like returns while not compromising your values. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Teaming Is the Future. How One Advisory Firm Built a Dream Team. 29.11.2022 15:16
Barron’s Hall of Fame advisor Kimberlee Orth describes how to get the most out of your team. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transforming Your Relationship With Money 22.11.2022 55:08
Rather than constantly striving for more, we can transform our relationship with money by deepening our experience with what we already have, says author Lynne Twist. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Goldman Sachs’ Joe Duran on Fixing America’s Retirement Savings Crisis 15.11.2022 33:40
“The answers are not going to come from investing,” says the head of Goldman Sachs Personal Financial Management. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Power of Client Communities 08.11.2022 47:35
Yes, we’re in a relationship business. And what better way to create a sense of trust, connection, and belonging than through building client communities. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jim Stack Stays Bearish But Spies Opportunity 01.11.2022 45:33
Uncannily accurate with recent stock market calls, the Stack Financial Management founder offers a bittersweet forecast. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Helping Women Face Their Financial Fears 25.10.2022 39:12
Our relationship to money is complicated, especially for women who have an added cultural history layered on top. Sarah Carlson untangles this challenge. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
Are Stocks Facing a Lost Decade? 18.10.2022 31:34
Risk management expert Rick Bookstaber makes the case against complacency. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
When Women Lead, What Happens? 11.10.2022 48:00
The women who have been disrupting industries often share key commonalities that make them uniquely equipped to lead, grow businesses, and navigate crises. Here’s their story. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
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