
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
| Publishes | Weekly | Episodes | 359 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Lee, a founding partner at Summit Trail Advisors, and Nickow, a principal and advisor, discuss how the RIA develops internal talent. Host: Greg Bartalos.
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The Head of BlackRock Business Consulting shares how growth-minded advisors can sharpen strategy, improve execution, and evolve from practitioners into enterprise leaders. Host: Steve Sanduski, CFP.
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The firm's head of practice strategy discusses the rise of mega-teams and how advisors can maximize growth. Host: Ray Sclafani.
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The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growth. Host: Steve Sanduski, CFP.
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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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Apple Podcasts | #145 | |
Apple Podcasts | #173 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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
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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 Perfect RIA
5. The Efficient Advisor: Tactical Business Advice for Financial Planners
Barron's Advisor launched 6 years ago and published 359 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. Katie Cullen
2. Jill Zucker
3. Evan Vladem
4. Mary Beth Franklin
5. Mike LaMena
6. Steve Booth
7. Bob Pisani
8. Sarah Mouser
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