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Barron's Advisor

Barron's Advisor
Wealth Management
Bitcoin
Leadership
Financial Autonomy
Resistance Money
Financial Advisors
Authoritarian Regimes
Hyperinflation
Creative Planning
Investment Strategies
Censorship Resistance
Privacy
Financial Education
Market Trends
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 weeklyEpisodes285Founded5 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for Barron's Advisor

Latest Episodes

The chief investment officer at Pence Wealth Management expects that strong earnings and lower interest rates will lift the S&P 500 next year and particularly benefit smaller stocks. Host: Greg Bartalos.

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The Morgan Stanley managing director explains how advisors can serve multigenerational clients and cater to their ever-changing priorities while helping them achieve their goals.

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What financial advisors and entrepreneurs can learn from Yvon Chouinard and Patagonia’s paradoxical approach to capitalism, profit, and purpose. Host: Steve Sanduski, CFP.

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The executive director of the Women's Leadership Alliance discusses the importance of providing a clear career path to employees and creating a company culture that prioritizes trust and belonging. Host: Greg Bartalos.

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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

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
Emily Malone
Financial advisor at Wells Fargo with a focus on family wealth management
Wells Fargo
Episode: Emily Malone: It’s Never too Late to Become an Advisor | Next Gen
Sandy Kaul
Executive Vice President, Head of Innovation at Franklin Templeton
Franklin Templeton
Episode: Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook
Riley Saunders
Financial advisor at Cassaday & Co. with a master's in personal financial planning from Kansas State University.
Cassaday & Co.
Episode: Riley Saunders: The Psychology of Financial Planning | Next Gen
Sebastian Mallaby
Paul A. Volcker Senior Fellow for International Economics
Council on Foreign Relations
Episode: Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors
Dave Welling
CEO of Mercer Advisors
Mercer Advisors
Episode: Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut

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 162 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.

Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams
Q: What do you recommend when you have a great team but one employee is a bad apple?
One must prioritize the team's health over the individual and act decisively.
Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams
Q: Can you speak a little about career pathing, what the future might look like?
Growth is an essential need and clarity in career progression can help retain employees.
Ariana Bhatia: Investing for Multigenerational Families | Next Gen
Q: What is the most common misconception that you've seen that your clients have brought to you?
Many believe that private investments mean money is locked up for a long time, which is changing with new investment structures.
Ariana Bhatia: Investing for Multigenerational Families | Next Gen
Q: How do you plan accordingly for someone who wants to use a little bit of their savings?
By thinking thoughtfully about portfolio construction and using asset location versus asset allocation.
Ariana Bhatia: Investing for Multigenerational Families | Next Gen
Q: How are you approaching building that business with not just the next generation, but the next next generation?
By being present and showing up for meetings in person, which fosters stronger relationships.

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. Investing Insights
4. The Perfect RIA
5. Kitces and Carl - Real Talk for Real Financial Advisors

How many episodes of Barron's Advisor are there?

Barron's Advisor launched 5 years ago and published 285 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?

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What guests have appeared on Barron's Advisor?

Recent guests on Barron's Advisor include:

1. Stephanie Gularte
2. Michele Welsh
3. Michael Nathanson
4. Suzanne Siracuse
5. Emily Malone
6. Sandy Kaul
7. Riley Saunders
8. Sebastian Mallaby

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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