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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.

PublishesWeeklyEpisodes359Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Barron's Advisor

Latest Episodes

The former DLJ top producer and author of The Right Mountain explains why achievement and fulfillment are not the same thing—and why that distinction matters for advisors and clients. Host: Steve Sanduski, CFP.

Hosted by Simplecast, an AdsWizz comp... more

The YouTube financial content creator shares how she built her channel to more than 400,000 subscribers and attracted a huge inflow of prospects seeking a financial advisor. Host: Steve Sanduski, CFP.

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

The general counsel and wealth advisor at Ullmann Wealth Partners explains how advisors can differentiate themselves and hone their value proposition. Host: Greg Bartalos.

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

The founder of the Anya Institute explains why tomorrow’s best advisors may be defined by their ability to help clients transform their relationship with money and themselves. Host: Steve Sanduski, CFP.

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

Key Facts

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

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Recent Guests

Patrick Kilbane
General counsel and wealth advisor who leads the Divorce Advisory Group at Ullmann Wealth Partners
Ullmann Wealth Partners
Episode: Patrick Kilbane: How Financial Advisors Can Find Their Niche
Breanna Rae Blaney
Founder of the Anya Institute and creator of the Integrative Wealth Advisor Certification
Anya Institute
Episode: Breanna Rae Blaney: The Advisor’s Role When AI Knows the Answers
David Chubak
Head of Wealth Management and Field Management at Edward Jones
Edward Jones
Episode: Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap
Jennifer Marcontell
Founder of Marcontell Wealth Management, Houston-based wealth advisor
Marcontell Wealth Management
Episode: Jennifer Marcontell: How to Scale Your Practice With a Human Touch
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

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.

Talking Points

Recent interactions between the hosts and their guests.

Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap
Q: Can you expand a little more on what your firm found?
Chubak says Edward Jones research with Morning Consult found that over 40% of advisors do not have succession plans. Many delay because they want to find the right person to carry on their legacy, but he argues that putting a plan in place and adjusting it is better than having no plan.
Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap
Q: How are you doing that right now? And how does AI play a role to the extent it might?
Chubak says Edward Jones combines technology with advisors' human strengths to serve more clients with greater personalization. AI can improve capacity and support advisors, while empathy and trusted relationships remain essential.
Patrick Kilbane: How Financial Advisors Can Find Their Niche
Q: In terms of articulating a value proposition, any recommendations on things advisors should do or should not do?
He says a value proposition should be specific to the client's needs and supported by evidence of the advisor's relevant experience, continuing commitment, and professional relationships.
Patrick Kilbane: How Financial Advisors Can Find Their Niche
Q: Tell me, just share some high-level advice that you might have for advisors listening who might do a wonderful job, but they check off all the boxes, do what is expected, but acknowledging that the marketplace is so crowded and a lot of people are a little unsure where to go. Tell me just about that aspect of discovering what your niche might be.
Kilbane suggests assessing how many competing advisors serve the area, then reviewing recent client meetings to identify recurring needs and opportunities to offer stronger resources. He recommends building expertise around those needs.
Breanna Rae Blaney: The Advisor’s Role When AI Knows the Answers
Q: How can an integrative wealth advisor approach a couple asking whether they can retire?
Blaney says to answer the practical retirement question, then explore what the money is for and ask what wealth and money mean to each client. Their answers can reveal priorities and misalignment.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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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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How many listeners does Barron's Advisor get?

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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 7 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. Patrick Kilbane
2. Breanna Rae Blaney
3. David Chubak
4. Jennifer Marcontell
5. Spudz Powell
6. Barbara Trautlein
7. Scott Danner
8. Andre Popp

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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