Barron's Advisor

Dow Jones Audio

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

Episodes

Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades

Barbara Trautlein: Bad Change Leadership Will Kill Good AI

Scott Danner: How to Manage the Emotional Toll of Succession Planning

Andrei Pop: Using an AI Workforce to Scale Your RIA

Andrew Goldberg: Solving the Behavioral Mismatch in Private Markets

Carolyn McClanahan: Why Advisors Must Discuss Health With Clients

Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors

Katie Cullen: What High-Growth RIAs Do Differently

Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams

Jill Zucker: Why AI Could Reprice Financial Advice

Evan Vladem: How I Mix a Passion for Sports With Financial Advice

Mary Beth Franklin: Social Security, Medicare, and Smarter Planning

Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations

Bob Pisani: Why Great Advice Is About Behavior, Not Bets

Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent

Lisa Westermark: How to Seamlessly Hand Off Client Relationships

Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know

Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients

Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves

Anthony Scaramucci: How Inflation and Populism Change Financial Advice