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Barron's Advisor

Barron's Advisor
Wealth Management
Financial Planning
Retirement Planning
Investment Strategies
Artificial Intelligence
Client Relationships
Mergers and Acquisitions
Financial Advisors
Financial Advisory
Leadership
Succession Planning
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

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

Humanity Labs’ founder discusses what happens when AI takes over the machine work and advisors are left to focus on the work only humans can do. Host: Steve Sanduski, CFP.

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To prevent panic selling, Cornerstone Alternatives’ managing partner says advisors should make sure clients understand liquidity constraints and that they should plan to hold the investment for a long time horizon. Host: Greg Bartalos.

Hosted by Si... more

The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life. Host: Steve Sanduski, CFP.

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Key Facts

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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

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
Jill Zucker
Expert on AI and wealth management from McKinsey & Company
McKinsey & Company
Episode: Jill Zucker: Why AI Could Reprice Financial Advice
Evan Vladem
Financial advisor at Associated Investor Services
Associated Investor Services
Episode: Evan Vladem: How I Mix a Passion for Sports With Financial Advice
Mary Beth Franklin
Long-time Washington DC-based journalist, certified financial planner, expert on Social Security, Medicare, and retirement income planning
Investment News (journalist); various consumer finance outlets
Episode: Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
Mike LaMena
CEO of Wealthspire Advisors
Wealthspire Advisors
Episode: Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations
Steve Booth
CEO of Baird
Baird
Episode: Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations

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 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 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
#227
United States/Business/Investing
Apple Podcasts
#85
Austria/Business/Investing
Apple Podcasts
#90
Brazil/Business/Investing
Apple Podcasts
#205
Austria/Business
Apple Podcasts
#233
India/Business/Investing
Apple Podcasts
#245
Colombia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
Q: Mary Beth, what is the biggest miss advisors have when it comes to Social Security and Medicare planning?
The fear that Social Security will run out of money often leads clients to claim benefits too early; advisors need to lay out options, discuss pro and con, and demonstrate the long-term consequences of early claiming, including potential 30% lifetime cuts and impact on survivor benefits.

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 Perfect RIA
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. Carolyn McClanahan
2. Peter Lee
3. Jon Nickow
4. Katie Cullen
5. Jill Zucker
6. Evan Vladem
7. Mary Beth Franklin
8. Mike LaMena

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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