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Barron's Advisor

Barron's Advisor
Wealth Management
Financial Planning
Retirement Planning
Artificial Intelligence
Investment Strategies
Client Relationships
Mergers and Acquisitions
Succession Planning
Financial Advisors
Financial Advisory
Leadership
Longevity
Financial Literacy
Client Experience
Market Trends
Bitcoin
Technology In Finance
Investment Management
Organic Growth
Financial Advising

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

PublishesWeeklyEpisodes359Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Barron's Advisor

Latest Episodes

Morgan Stanley’s former head of firmwide artificial intelligence looks inside the AI-powered advisory firm of 2030 and discusses what humans may still be uniquely needed to do. Host: Steve Sanduski.

Hosted by Simplecast, an AdsWizz company. See pcm... more

The Barron’s-ranked managing director of Kayne Anderson Rudnick explains why “difficult” clients can be a gift to financial advisors and describes how lighthearted moments can build client relationships. Host: Greg Bartalos.

Hosted by Simplecast, a... more

The founder of Change Catalysts explains how leaders can turn resistance, uncertainty, and disruption into successful AI adoption. Host: Steve Sanduski, CFP.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our co... more

The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg Bartalos.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com ... more

Key Facts

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

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Recent Guests

Spudz Powell
Managing Director, Kayne Anderson Rudnick
Kayne Anderson Rudnick
Episode: Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades
Barbara Trautlein
Organizational psychologist, founder of Change Catalysts, author of Change Intelligence
Change Catalysts
Episode: Barbara Trautlein: Bad Change Leadership Will Kill Good AI
Scott Danner
Chief Growth Officer at Steward Partners; M&A Specialist
Steward Partners / Freedom Street Partners
Episode: Scott Danner: How to Manage the Emotional Toll of Succession Planning
Andre Popp
Founder of Humanity Labs, building AI workforces for professional services with initial focus on wealth management
Humanity Labs
Episode: Andrei Pop: Using an AI Workforce to Scale Your RIA
Andrew Goldberg
Managing partner at Cornerstone Alternatives, an RIA
Cornerstone Alternatives
Episode: Andrew Goldberg: Solving for Liquidity Concerns in Private Investments
Carolyn McClanahan
Physician and financial planner
Life Planning Partners
Episode: Carolyn McClanahan: Why Advisors Must Discuss Health With Clients
Peter Lee
Founding partner, Summit Trail Advisors
Summit Trail Advisors
Episode: Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors
Jon Nickow
Principal and co-lead advisor, Chicago Practice
Summit Trail Advisors / Chicago Practice
Episode: Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors
Katie Cullen
Head of BlackRock Business Consulting
BlackRock
Episode: Katie Cullen: What High-Growth RIAs Do Differently

Hosts

Greg Bartalos
Host of The Way Forward; Barron's Advisor/The Way Forward
Steve Sanduski
Host of Barron's Advisor, The Way Forward; involved in discussions on wealth management strategy and careers

Reviews

4.3 out of 5 stars from 176 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
    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 Podcasts
    2
    musikm46
    United States3 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 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 Podcasts
    5
    VegasGolferBC
    United States4 years ago
  • DR. “ D. GORDON “

    5-star rating in a ONE star rated neighborhood

    Apple Podcasts
    4
    Derik-Jamil_GORDON
    Canada4 years ago

Listeners Say

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

High-quality guests who bring actionable strategies for building scalable practices.
Insightful discussions on talent development and growth in advisory firms.
Guests praised for practical lessons and real-world industry context.
Listeners appreciate candid conversations about AI, M&A, and client strategy.

Chart Rankings

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

Apple Podcasts
#213
United States/Business/Investing
Apple Podcasts
#82
Mexico/Business/Investing
Apple Podcasts
#95
Belgium/Business/Investing
Apple Podcasts
#156
India/Business/Investing
Apple Podcasts
#199
Brazil/Business/Investing
Apple Podcasts
#200
Japan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Scott Danner: How to Manage the Emotional Toll of Succession Planning
Q: What are advisors doing better now in this count and where are they falling short?
Advisors are becoming more engaged in conversations about succession and mergers, but many still view it as someone else's problem; the industry needs to move from awareness to active planning, with clearer frameworks and dedicated resources for the next generation.
Carolyn McClanahan: Why Advisors Must Discuss Health With Clients
Q: What advice do you have for advisors to handle end-of-life conversations with clients?
Practice, use resources like Fierce Conversations, and frame discussions as a normal part of comprehensive planning so clients feel supported, not pressured, reducing fear and enabling better decisions.
Carolyn McClanahan: Why Advisors Must Discuss Health With Clients
Q: What is the most important aspect advisors should consider when their client faces a health crisis?
Start with empathy, listen to concerns, and guide the client through a structured plan that covers cash flow, insurance, taxes, and estate planning, while keeping the client's values and goals at the center.
Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
Q: What role do longevity estimates play in shaping Social Security and Medicare planning?
Advisors should use longevity calculators and family history to gauge life expectancy, but also acknowledge uncertainty; planning should build in guaranteed income like Social Security and consider fixed costs, with a prudent balance between risk and safety nets.
Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
Q: How should couples coordinate when one spouse is the primary breadwinner and the other has a lower benefit?
Have the higher-earning spouse wait to claim until 70 to maximize their benefit, then coordinate the survivor benefit so the widow(er) can still receive substantial income if the higher earner dies first; analyze joint lifetimes and ensure the survivor benefit is optimized rather than ignored.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
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Frequently Asked Questions About Barron's Advisor

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

A business-focused show featuring in-depth conversations with senior wealth-management leaders, practitioners, and industry insiders. Episodes cover talent development, growth strategy for advisory firms, AI and technology in wealth management, M&A readiness, client servicing for ultra-high-net-worth clients, and the evolving role of advisors in a digital, data-driven landscape. Listeners can expect practical frameworks, real-world case studies, and candid insights on firm culture, succession planning, and strategic positioning in a rapidly changing industry. Noteworthy traits include a strong emphasis on internal talent engines, disciplined leadership learnings, and interviews with high-profile finance executives and consultants that trans... more

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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 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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What guests have appeared on Barron's Advisor?

Recent guests on Barron's Advisor include:

1. Spudz Powell
2. Barbara Trautlein
3. Scott Danner
4. Andre Popp
5. Andrew Goldberg
6. Carolyn McClanahan
7. Peter Lee
8. Jon Nickow

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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