Barron's Advisor

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

Jennifer Wallace: Resilience and the Importance of Mattering at Work
Apr 15, 2025 – 25:28
James Taylor: The Power of Process | Next Gen
Apr 10, 2025 – 22:59
Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA
Apr 8, 2025 – 43:30
Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors
Apr 1, 2025 – 17:48
Alanna Morey: Making Content and Connecting With Clients | Next Gen
Mar 27, 2025 – 21:33
Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice
Mar 25, 2025 – 47:20
Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need
Mar 18, 2025 – 20:35
Molly Townsend: Empowering Clients With Financial Literacy | Next Gen
Mar 13, 2025 – 19:14
Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making
Mar 11, 2025 – 38:57
Jill Williams: Advice for Clients Facing Unexpected Retirement
Mar 4, 2025 – 20:07
Max Winthrop: 'Quirkiness Matters' | Next Gen
Feb 27, 2025 – 24:25
Geri Eisenman Pell: Succession Planning Tips for Financial Advisors
Feb 25, 2025 – 43:10
Tom Ruggie: What Financial Advisors Should Know About Collectibles
Feb 18, 2025 – 29:58
Unexpected Lessons Learned While Navigating Challenges | Next Gen
Feb 13, 2025 – 19:54
Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations
Feb 11, 2025 – 13:23
Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun
Feb 4, 2025 – 30:19
The Promise—and Peril—of Working With Family Members | Next Gen
Jan 30, 2025 – 23:59
Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs
Jan 28, 2025 – 25:08
Gary Roth and Mike Capelle: Blueprint for RIA M&A Success
Jan 21, 2025 – 43:10
Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen
Jan 16, 2025 – 23:22
Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change
Jan 14, 2025 – 25:35
How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen
Jan 14, 2025 – 01:40
David Newson: Proven RIA Marketing Strategies for 15% Organic Growth
Jan 7, 2025 – 01:06:11
Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity
Dec 31, 2024 – 31:35
Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025
Dec 17, 2024 – 34:19
Nikolee Turner: Mastering the Three-Phase Framework for M&A Success
Dec 10, 2024 – 32:32
Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea’
Dec 3, 2024 – 24:39
Melinda Bremley: How to Assess and Hire Top Talent for Your RIA
Nov 26, 2024 – 43:46
Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors
Nov 19, 2024 – 30:03
Carley Dillon: How We Consistently Deliver Over 15% Organic Growth
Nov 12, 2024 – 53:02
Keith Jacoby: How to Build and Lead a Large Wealth Management Firm
Nov 5, 2024 – 48:35
Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race
Oct 29, 2024 – 37:17
Jackie Insinger: Positive Psychology Is the Key to Motivate Employees
Oct 22, 2024 – 25:42
Ramesh Srinivasan: The Power of Purpose-Driven Leadership
Oct 15, 2024 – 35:11
Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025
Oct 8, 2024 – 36:14
Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year
Oct 1, 2024 – 49:21
Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth
Sep 24, 2024 – 27:41
Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients
Sep 17, 2024 – 43:13
Nelrae Pasha Ali: How to Teach Teens About Money and Investing
Sep 10, 2024 – 46:44
Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM
Sep 3, 2024 – 42:28
Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients
Aug 27, 2024 – 27:02
Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms
Aug 20, 2024 – 39:40
Michael Schaffer: Long-Term Investing in a Short-Term World
Aug 13, 2024 – 23:33
Matt Cooper: Driving Growth With M&A and Private Equity
Aug 6, 2024 – 41:39
Nayan Ranchhod: How Couples Are Thinking About Money and Retirement
Jul 30, 2024 – 25:50
Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA
Jul 23, 2024 – 41:10
Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture
Jul 16, 2024 – 45:21
Leslie Zane: The New Rules of Persuasion for Financial Advisors
Jul 9, 2024 – 38:53
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
Jul 2, 2024 – 18:18
'Resistance Money’: Decoding Bitcoin’s True Value Proposition
Jun 25, 2024 – 46:42

Recent Reviews

musikm46

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antipcadvisor

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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.
VegasGolferBC

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really top notch. first class guy and interview. I’ll listen to it a second time for sure
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Brain Trust

During this bizarre year of quarantine, I wanted to use my walks to learn. I’ve found this to be the single best resource. Sterling asks the right q’s to get financial advisors and management to be open about their challenges as well as their wins. It makes our competitive industry feel more like a community and it’s given me great ideas as well as comfort.