Barron's Advisor

Mar 04 2025 237 ep. 34 mins 219
Barron's Advisor Podcast artwork

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

  Business
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Jill Williams: Advice for Clients Facing Unexpected Retirement

Mar 04 2025 20 mins  
The Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope. Host: Greg Bartalos.

Max Winthrop: 'Quirkiness Matters' | Next Gen

Feb 27 2025 24 mins  
“I think people inherently have quirks and sometimes we seek to hide those quirks because we want to put up a professional facade,” says Max Winthrop, CEO of Winthrop. “I like to joke around and I think that also makes me approachable.”

Geri Eisenman Pell: Succession Planning Tips for Financial Advisors

Feb 25 2025 43 mins  
Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.

Tom Ruggie: What Financial Advisors Should Know About Collectibles

Feb 18 2025 29 mins  
The CEO of Destiny Family Office discusses practical steps to help your clients value, protect, and pass on their collections. Host: Steve Sanduski, CFP.

Unexpected Lessons Learned While Navigating Challenges | Next Gen

Feb 13 2025 19 mins  
Hollis Montgomery, a financial advisor at Morgan Stanley Wealth Management, discusses her maternity leave and how it made her team more efficient and brought members “so much closer.”

Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations

Feb 11 2025 13 mins  
Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos.

Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun

Feb 04 2025 30 mins  
Steward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP.

The Promise—and Peril—of Working With Family Members | Next Gen

Jan 30 2025 23 mins  
Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA.

Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs

Jan 28 2025 25 mins  
The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos.

Gary Roth and Mike Capelle: Blueprint for RIA M&A Success

Jan 21 2025 43 mins  
The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP.