Barron's Advisor
Dow Jones Audio
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Location:
United States
Networks:
Dow Jones Audio
Description:
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Language:
English
Episodes
Rob Nelson: Nine Converging Forces in Financial Advice
4/21/2026
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:01:00:55
Omani Carson: What He Learned After ‘Winning’ the Game
4/14/2026
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:59:01
Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’
4/7/2026
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:38:13
Beyond Stubborn: Strategies for Changing Closed Minds
7/13/2021
Ask questions, be patient, and embrace incrementalism, says Wharton School Professor Jonah Berger.
Duration:00:33:16
Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'
7/6/2021
The top-ranked advisor says enabling all of her team to share in her firm's success has powered results.
Duration:00:30:38
Morningstar's Sarah Newcomb on Helping Clients Break Bad Money Habits
6/29/2021
One key is listening to the stories clients tell about money and determining whether they see themselves as personally in control of their finances, says Sarah Newcomb, Morningstar's behavioral economist.
Duration:00:46:25
Wells Fargo's Heather Hunt-Ruddy on Making Good Advisors Great
6/22/2021
The best athletes in the world have coaches, and the top advisors should as well, says Wells' head of wealth management business development.
Duration:00:33:24
What Second City Improv Can Teach Advisors
6/15/2021
Emphasizing the cohesive role of each member of an advisory team should enhance meetings with clients, Kelly Leonard says.
Duration:00:43:04
UBS Advisor Adam Epstein on Unexpected ESG Investments
6/8/2021
A private market real estate deal-plans to convert a New York City apartment tower to a homeless shelter-appealed to clients because the results could be seen locally and also offered outsized yield.
Duration:00:30:30
What's Former LPL Chief Mark Casady Up To Now? Breaking Fintech Apart.
6/1/2021
Old concepts must be disrupted to create "new solutions in the marketplace," says Mark Casady, who's now running a venture capital firm.
Duration:00:50:47
Faster Pace of Consolidation
5/25/2021
Many small advisory firms will fare well, but Kestra Financial CEO James Poer says those resistant to affiliation or acquisition will struggle.
Duration:00:31:57
Facts Versus Emotions
5/18/2021
An effective financial advisor needs to be a good psychotherapist, says NPR social science correspondent Shankar Vedantam.
Duration:00:37:26
Inheritance is About a Lot More Than Money
5/4/2021
Families often achieve better outcomes by shifting the focus away from dollars, says Matt Wesley of Merrill Lynch's Center for Family Wealth, Dynamics and Governance.
Duration:00:31:54
Bitcoin's Value as an Asset Class
4/27/2021
Cryptocurrencies are worthy alternatives to investments like bonds and gold, as well as real estate and art, says Bitcoin entrepreneur Dan Held.
Duration:00:43:30
The Growing Potential of Cannabis
4/20/2021
As industrial use grows, medicinal use expands, and laws are changed, the investment potential for cannabis merits serious attention, says Arcview Group CEO Kim Kovacs.
Duration:00:33:22
Before You Make That Presentation
4/13/2021
When you're speaking to an audience, "It's not about what you want to say. It's about what they need," says communications expert Matt Abrahams.
Duration:00:47:42
Prepping Portfolios for Inflation
4/6/2021
Chris Cordaro of RegentAtlantic identifies the choices he's recommending to clients amid growing momentum in the economy.
Duration:00:35:45
Don't Be a Problem Solver
3/31/2021
More is accomplished by focusing on outcomes rather than simply vanquishing problems, says organizational and management consultant Robert Fritz.
Duration:00:39:23
No CEO? No problem.
3/23/2021
Decisions might come more slowly, but consensus building creates a stronger company, says Jack Petersen of Summit Trail Advisors.
Duration:00:34:32
Being like Bezos
3/16/2021
Best practices learned while working with Amazon's CEO can be adopted at many firms, says former Amazon executive Bill Carr.
Duration:00:49:15