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Barron's Advisor

Barron's Advisor
Wealth Management
Bitcoin
Leadership
Financial Autonomy
Financial Advisors
Resistance Money
Hyperinflation
Authoritarian Regimes
Creative Planning
Investment Strategies
Censorship Resistance
Privacy
Market Trends
Financial Education
Financial Planning
M&A Strategy
Seamanship
Women's Health
Longevity
Team Success

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

PublishesTwice weeklyEpisodes299Founded6 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for Barron's Advisor

Latest Episodes

The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with clients and discusses the shift to holistic planning.

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Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos.

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The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani.

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The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI.

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Key Facts

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Accepts Sponsors
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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

Tony Carpentieri
Private Wealth Advisor from Merrill Lynch's The Erdman Group
Merrill Lynch
Episode: Tony Carpentieri: The Keys to a Successful Practice | Next Gen
John Furey
Founder and managing partner of Advisor Growth Strategies
Advisor Growth Strategies
Episode: John Furey: When RIAs Should Rebrand—and How to Make the Call
Debra Brennan Tagg
President of BFS Advisory Group and experienced wealth manager
BFS Advisory Group
Episode: Debra Brennan Tagg: Challenges and Opportunities for Women in Finance
Alison Dooher
Managing Director of Digital Advisor Solutions at Charles Schwab
Charles Schwab
Episode: Alison Dooher: Why Data Is the Engine Behind RIAs That Scale
John Nersesian
Head of Advisor Education at Pimco, experienced in educating financial professionals.
Pimco
Episode: John Nersesian: Make These Tax Moves Before 2026 Arrives
Nate Lenz
Co-founder and CEO of Concurrent Advisors
Concurrent Advisors
Episode: Nate Lenz: Key Wealth Management Trends | Next Gen
Ryan Parker
CEO of EP Wealth, experienced in financial services and management
EP Wealth
Episode: Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
Alisa Maute
Executive Managing Director, Head of Client Development at Mercer Advisors
Mercer Advisors
Episode: Alisa Maute: Cracking the Organic Growth Code for RIAs
Dryden Pence
Chief Investment Officer for Pence Wealth Management
Pence Wealth Management
Episode: Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI

Hosts

Greg Bartalos
Host of Barron's The Way Forward and a recognized figure in wealth management, focusing on growth strategies and industry insights.
Alison Tucci
Host of Barron's Advisor, The Way Forward and Next Generation, involved in topics related to advisor development and women in finance.
Steve Sanduski
Business coach with expertise in financial advising and host of Barron's Advisor, focused on advising strategies and industry trends.

Reviews

4.3 out of 5 stars from 164 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 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.

Some listeners express frustration with political commentary, desiring a focus on practical finance and investment strategies instead.
The quality of guest interviews generally receives positive feedback, highlighting their expertise and impact on the financial advisory community.
Insights on women's roles in finance are highly praised, indicating strong support for discussions on gender equity.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Troy Nelson: Building Strength Through Adversity
Q: What did taking a break, including the sabbatical you talk about, teach you about resilience and career longevity?
Taking a three and a half month sabbatical helped Troy realize he loves his job and that experiencing a loss of purpose can significantly impact one's life, which in turn enhances his ability to guide clients through such transitions.
Troy Nelson: Building Strength Through Adversity
Q: How has your personal growth influenced the way you now lead your clients and your team?
Troy explained that personal growth and leadership growth are intertwined; by focusing on personal development, his leadership has improved, allowing him to connect deeply with clients and his team.
Tony Carpentieri: The Keys to a Successful Practice | Next Gen
Q: What targets should high achievers on your team aim for?
Targets should include both qualitative cultural goals and quantitative revenue-driving outcomes.
Tony Carpentieri: The Keys to a Successful Practice | Next Gen
Q: What are the key areas for expanding a financial advisory practice?
Tony emphasized four main focal points: private banking, financial planning and estate planning, investments, and philanthropy.
Tony Carpentieri: The Keys to a Successful Practice | Next Gen
Q: What drove you towards wealth management?
Tony shared his early experiences and connection to finance, sparked by his family's investment planning for his college education.

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?

Focused on wealth management, the content emphasizes interviews with leading industry professionals, discussing essential topics such as compensation structures, hiring practices, marketing strategies, and the future of the industry. Notably, the emphasis on next-generation advisors and their impact gives insight into evolving trends within the sector, making it particularly relevant for current and aspiring professionals seeking to navigate their careers in finance. The discussions highlight not only practical advice for business growth but also the importance of inclusivity and representation within the financial landscape, enriching the discourse surrounding wealth management.

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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. Kitces and Carl - Real Talk for Real Financial Advisors
5. The Efficient Advisor: Tactical Business Advice for Financial Planners

How many episodes of Barron's Advisor are there?

Barron's Advisor launched 6 years ago and published 299 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.

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How do I access podcast episode transcripts for Barron's Advisor?

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What guests have appeared on Barron's Advisor?

Recent guests on Barron's Advisor include:

1. Tony Carpentieri
2. John Furey
3. Debra Brennan Tagg
4. Alison Dooher
5. John Nersesian
6. Nate Lenz
7. Ryan Parker
8. Alisa Maute

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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