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:00:56:59
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:00:36:11
Jason Early: How Top Advisors Win Business Owner Clients
3/31/2026
The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:35:36
Michelle Magner: Powering Growth Through an Integrated Framework
3/24/2026
A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:52:41
Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
3/19/2026
The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:24:02
Liz Ann Sonders: Inflation, AI, and the Next Market Cycle
3/17/2026
Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:55:43
Mollie Colavita: The Blueprint for Modern Advisory Success
3/10/2026
The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:19:18
Nate Fisher: Stay Focused on the Client Relationship | Next Gen
3/5/2026
The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson.. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:21:37
Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow
3/3/2026
Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:50:27
Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
2/24/2026
The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive in the future. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:28:57
Katie Partridge: Financial Advice for Tech Founders | Next Gen
2/19/2026
The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:22:20
Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
2/17/2026
Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:49:50
Nancy Daoud: The Changing Nature of Asset Allocation
2/10/2026
The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:24:53
Frank McKiernan: ‘A Client Is a Client’ | Next Gen
2/5/2026
The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:21:43
Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio
2/3/2026
The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:01:01:33
Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
1/27/2026
Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:28:08
Emily Green: Women, Wealth, and Alternative Investments | Next Gen
1/22/2026
Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:28:39
Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
1/20/2026
The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans increases. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:39:33
Bill Cates: How Financial Advisors Can Master Their Marketing Message
1/13/2026
The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:36:14