
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
| Publishes | Twice weekly | Episodes | 300 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementInvestingBusiness | |||

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.
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Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP.
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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.
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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..
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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.
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.
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.
really top notch. first class guy and interview.
I’ll listen to it a second time for sure
5-star rating in a ONE star rated neighborhood
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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The podcast focuses on the intricate world of wealth management, highlighting interviews with leading professionals in the field. Discussions revolve around various themes such as compensation structures, hiring practices, marketing strategies, and generational transitions within wealth management. Notably, the content is tailored for financial advisors, offering insights into navigating the evolving landscape of client needs and investment strategies, especially in the context of generational shifts and technological advancements.
Listeners can expect to gain valuable perspectives on industry trends, as well as actionable advice to improve their practices. With episodes covering unique topics from the future of investment strategies to en... more
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Barron's Advisor launched 6 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Barron's Advisor include:
1. Mollie Colavita
2. Nate Fisher
3. Robert Crossley
4. Eleni Mavromati
5. Stan Gregor
6. Nancy Daoud
7. Ric Edelman
8. Anthea Tjuanakis Cox
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