
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 | |||

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.
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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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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.
Apple Podcasts | #227 | |
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Apple Podcasts | #233 | |
Apple Podcasts | #245 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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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
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. Carolyn McClanahan
2. Peter Lee
3. Jon Nickow
4. Katie Cullen
5. Jill Zucker
6. Evan Vladem
7. Mary Beth Franklin
8. Mike LaMena
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