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.
Location:
United States
Networks:
Dow Jones Audio
Description:
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Language:
English
Episodes
Katie Partridge: Financial Advice for Tech Founders | Next Gen
2/19/2026
The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:22:20
Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
2/17/2026
Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:49:50
Nancy Daoud: The Changing Nature of Asset Allocation
2/10/2026
The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:24:53
Frank McKiernan: ‘A Client Is a Client’ | Next Gen
2/5/2026
The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:21:43
Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio
2/3/2026
The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:01:01:33
Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
1/27/2026
Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:28:08
Emily Green: Women, Wealth, and Alternative Investments | Next Gen
1/22/2026
Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:28:39
Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
1/20/2026
The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans increases. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:39:33
Bill Cates: How Financial Advisors Can Master Their Marketing Message
1/13/2026
The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:36:14
Cameron Rogers: Investing With Impact | Next Gen
1/8/2026
The Angeles Wealth Management financial advisor discusses the importance of offering a customized, values-based approach to financial advice and impact investing, particularly for women and younger generations. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:29:29
Seth Levine: The Capitalism That Advisors Were Trained for Is Ending
1/6/2026
The co-founder of the Foundry VC fund discusses how to navigate uncertainty, complexity, and the future of capitalism. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:45:07
Jeff Gonyo: The Rise of the ‘Sell and Stay’ M&A Model
12/30/2025
These deals offer operational relief to advisors and help them monetize their business while continuing to serve clients, says Steward Partners’ head of wealth management. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:22:31
Eric Leeper: Why Compensation Structure Is Vital to M&A Success
12/23/2025
Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:21:02
Doug Messina: Be Yourself and Connect With Clients | Next Gen
12/18/2025
The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with clients and discusses the shift to holistic planning. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:23:53
Mary Ann Bartels: Tech and International Stocks to Rise in 2026
12/16/2025
Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:53:19
Troy Nelson: Building Strength Through Adversity
12/9/2025
The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:52:24
Tony Carpentieri: The Keys to a Successful Practice | Next Gen
12/4/2025
The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:20:47
John Furey: When RIAs Should Rebrand—and How to Make the Call
12/2/2025
Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:32:58
Debra Brennan Tagg: Challenges and Opportunities for Women in Finance
11/25/2025
The president of BFS Advisory Group shares tips to help women, particularly those in wealth management and business owners, advance in their careers. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:39:24
Heather Robison: Success in a Small Town | Next Gen
11/20/2025
Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:18:23