Barron's Advisor
Barron's AdvisorThe Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
| Publishes | Twice weekly | Episodes | 300 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessInvesting | |||
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Latest Episodes
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 Associated Investor Services advisor describes how building a team around a shared interest can establish trust and deepen relationships with clients and prospects. Host: Greg Bartalos.
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The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions. Host: Steve Sanduski, CFP.
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“For a premium valuation in the independent space, you have to have an integrated model,” and organic growth's impact on valuation is “huge" says the CEO. Host: Greg Bartalos.
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Key Facts
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Recent Guests
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Reviews
- 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 Podcasts5I 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 Podcasts2musikm46
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 Podcasts1antipcadvisorUnited 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 Podcasts5VegasGolferBCUnited States4 years ago - DR. “ D. GORDON “
5-star rating in a ONE star rated neighborhood
Apple Podcasts4Derik-Jamil_GORDON
Canada4 years ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #161 | Canada/Business/Investing |
Apple Podcasts | #230 |  United Kingdom/Business/Investing |
Apple Podcasts | #227 | Germany/Business/Investing |
Apple Podcasts | #56 |  Ireland/Business/Investing |
Apple Podcasts | #106 |  Brazil/Business/Investing |
Apple Podcasts | #182 | Ireland/Business |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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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 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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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?
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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 Live
2. Barron's Streetwise
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. The Perfect RIA
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 300 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?
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Where can I see ratings and reviews for Barron's Advisor?
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What guests have appeared on Barron's Advisor?
Recent guests on Barron's Advisor include:
1. Jill Zucker
2. Evan Vladem
3. Mary Beth Franklin
4. Mike LaMena
5. Steve Booth
6. Bob Pisani
7. Sarah Mouser
8. Lisa Westermark
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.