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Barron's Advisor

Barron's Advisor
Wealth Management
Bitcoin
Leadership
Financial Autonomy
Financial Advisors
Resistance Money
Hyperinflation
Authoritarian Regimes
Creative Planning
Investment Strategies
Censorship Resistance
Privacy
Market Trends
Financial Education
Financial Planning
M&A Strategy
Seamanship
Longevity
Women's Health
Team Success

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

PublishesTwice weeklyEpisodes290Founded6 years ago
Number of ListenersCategories
InvestingManagementBusiness

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Artwork for Barron's Advisor

Latest Episodes

The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors.

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The founder and CEO of Sparks Financial discusses his firm's evolution from insurance to comprehensive wealth advisor, emphasizing multi-generational planning, tax mitigation, and a unique "second opinion" service. Host: Ray Sclafani.

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The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. Host: Greg Bartalos.

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The UBS financial advisor shares her best advice for advising clients who are going through a divorce.

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Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Ryan Parker
CEO of EP Wealth, experienced in financial services and management
EP Wealth
Episode: Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
Alisa Maute
Executive Managing Director, Head of Client Development at Mercer Advisors
Mercer Advisors
Episode: Alisa Maute: Cracking the Organic Growth Code for RIAs
Dryden Pence
Chief Investment Officer for Pence Wealth Management
Pence Wealth Management
Episode: Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI
Nick Kavallieratos
Imagine Director and Financial Advisor at Morgan Stanley
Morgan Stanley
Episode: Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen
Yvon Chouinard
Founder of Patagonia and influential figure in environmental activism
Patagonia
Episode: David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire
Stephanie Gularte
Executive Director of the Women's Leadership Alliance and founder of the Energy Advantage
Women's Leadership Alliance
Episode: Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams
Michele Welsh
Chief Marketing Officer at Verdance Capital Advisors
Verdance Capital Advisors
Episode: Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI
Michael Nathanson
CEO of Focus Financial Partners, leading transformation in wealth management.
Focus Financial Partners
Episode: Michael Nathanson: Scaling Your Firm From Practice to Enterprise
Suzanne Siracuse
CEO and founder of Suzanne Siracuse Consulting Services, former CEO and publisher of Investment News
Suzanne Siracuse Consulting Services
Episode: Suzanne Siracuse: How to Reinvent Yourself and Your Career

Hosts

Alison Tucci
Host of Barron's Advisor, with a focus on wealth management topics and engaging discussions with industry professionals.
Steve Sanduski
Business coach and host, specializing in financial advisory and wealth management insights.
Greg Bartalos
Host of The Way Forward, focusing on wealth advisory topics and professional growth in the finance sector.

Reviews

4.3 out of 5 stars from 164 ratings
  • Empowering Female Talent with Liz Nesvold

    The episode featuring Liz Nesvold on Barron's Advisor is a valuable discussion on attracting and retaining female talent in the financial sector. Liz's insights on career advancement and inclusivity provide practical advice for RIAs. Highly recommended for financial firms looking to foster a diverse and inclusive workplace.

    Apple Podcasts
    5
    I value the unique angle
    Germanya year ago
  • Barron’s

    Very little about actual investment planning. It’s basically an attempt to highlight how women and minorities are amazing but those white men are just bad.

    Apple Podcasts
    2
    musikm46
    United States2 years ago
  • Sad to witness

    First WSJ turns woke... then Barron's. I'm sorry, I don't need to hear from Barry Ritholtz, who developed his NYC firm with blogs that promoted anti-conservativism, Trump-hate, etc., to learn how to develop content. This May 2023 episode belongs in 2016 when Barry was in the business paying these people for their nonsense extra blogs that helped no one with their personal finances or investing issues.

    Apple Podcasts
    1
    antipcadvisor
    United States2 years ago
  • Chris Hughes Interview

    really top notch. first class guy and interview.

    I’ll listen to it a second time for sure

    Apple Podcasts
    5
    VegasGolferBC
    United States3 years ago
  • DR. “ D. GORDON “

    5-star rating in a ONE star rated neighborhood

    Apple Podcasts
    4
    Derik-Jamil_GORDON
    Canada3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the actionable insights and real-world experiences shared by guests, highlighting their relevance to the financial advisory industry.
The discussions around diversity and inclusion resonate well with those looking for forward-thinking practices in wealth management.
Some listeners feel that the focus can be overly liberal, expressing concerns about the balance of guest perspectives.
Overall, the series is seen as a valuable resource for practical advice and inspiration for financial advisors looking to advance their practices.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
Q: Can you name one specific yet surprising idea that you have found often results in organic growth?
Helping advisors to ask a better question can lead to organic growth by uncovering clients' true needs.
Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen
Q: What do you want your wealth to accomplish?
This one I like with couples, because one spouse may say, here's what I want, and the other one will turn to like, I had no idea you wanted that.
Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen
Q: What are those sort of different areas that a female should consider as they're going through divorce versus a man?
I actually don't think the gender affects it.
Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen
Q: At what point should someone really engage someone like yourself with that planning process?
Well before anything happens.
Alisa Maute: Cracking the Organic Growth Code for RIAs
Q: So how closely are you tracking the metrics along each step of the way?
We track them incredibly close, looking at lead to conversion rate, customer acquisition costs, and measuring the cost per stage across the funnel.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Barron's Advisor

What is Barron's Advisor about and what kind of topics does it cover?

This series provides in-depth interviews with leading wealth management professionals, focusing on various critical areas such as hiring, compensation, marketing strategies, and the dynamics of next-generation advisors. Through engaging discussions, experts share their insights and experiences, highlighting the challenges and opportunities present in the financial advisory landscape. The content is especially tailored for financial advisors, wealth management firms, and professionals looking to stay informed on industry trends and establish meaningful connections with their clients and peers. The emphasis on mentorship, intergenerational conversations, and evolving client relationships sets this series apart as a valuable resource for both ... more

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How many listeners does Barron's Advisor get?

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What are the audience demographics for Barron's Advisor?

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How many subscribers and views does Barron's Advisor have?

To see how many followers or subscribers Barron's Advisor has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Barron's Advisor?

These podcasts share a similar audience with Barron's Advisor:

1. Barron's Live
2. Barron's Streetwise
3. The Perfect RIA
4. Kitces and Carl - Real Talk for Real Financial Advisors
5. Investing Insights

How many episodes of Barron's Advisor are there?

Barron's Advisor launched 6 years ago and published 290 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Barron's Advisor?

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Where can I see ratings and reviews for Barron's Advisor?

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What guests have appeared on Barron's Advisor?

Recent guests on Barron's Advisor include:

1. Ryan Parker
2. Alisa Maute
3. Dryden Pence
4. Nick Kavallieratos
5. Yvon Chouinard
6. Stephanie Gularte
7. Michele Welsh
8. Michael Nathanson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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