Barron's Advisor
Barron's AdvisorThe 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 | InvestingManagementBusiness | |||
Listen to this Podcast
Latest Episodes
Wealth management firms should provide mentorship opportunities and transparent career paths, says Merit Financial Advisors' executive vice president of financial planning. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/ad... more
The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices
The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Hosts
Reviews
- 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 Podcasts5I value the unique angle
Germany2 years 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 Podcasts2musikm46
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 Podcasts1antipcadvisorUnited States3 years ago - Chris Hughes Interview
really top notch. first class guy and interview.
I’ll listen to it a second time for sure
Apple Podcasts5VegasGolferBCUnited States4 years ago - DR. “ D. GORDON “
5-star rating in a ONE star rated neighborhood
Apple Podcasts4Derik-Jamil_GORDON
Canada4 years ago
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #75 |  France/Business/Investing |
Apple Podcasts | #81 |  South Korea/Business/Investing |
Apple Podcasts | #84 |  Norway/Business/Investing |
Apple Podcasts | #88 |  Japan/Business/Investing |
Apple Podcasts | #90 |  Mexico/Business/Investing |
Apple Podcasts | #105 |  Sweden/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
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?
A practical, practitioner-focused series featuring senior wealth-management professionals, with frequent emphasis on practice management, AI-enabled advisory tools, and growth strategies for advisory firms. Episodes explore topics like client service for ultra-high-net-worth individuals, leadership and governance within families, business-owner client strategies, and how technology—from data insights to AI assistants—transforms planning and operations. Notable threads include the rise of AI in advisory workflows, the importance of holistic planning and governance, and the role of leadership and culture in scaling wealth-management practices. The lineup of guests tends to be senior executives, founders, and thought leaders from large banks, ... more
Where can I find podcast stats for Barron's Advisor?
Rephonic provides a wide range of podcast stats for Barron's Advisor. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Barron's Advisor and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Barron's Advisor get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Barron's Advisor, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for Barron's Advisor?
Rephonic provides comprehensive predictive audience data for Barron's Advisor, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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 Streetwise
2. Barron's Live
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. Investing Insights
How many episodes of Barron's Advisor are there?
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.
How do I contact Barron's Advisor?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Barron's Advisor?
Rephonic pulls ratings and reviews for Barron's Advisor from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Barron's Advisor?
Rephonic provides full transcripts for episodes of Barron's Advisor. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on Barron's Advisor?
Recent guests on Barron's Advisor include:
1. Lisa Westermark
2. Shirl Penney
3. Tom Freeman
4. Chris Todd
5. Anthony Scaramucci
6. Yie-Hsin Hung
7. Rob Nelson
8. Omani Carson
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.