Barron's Advisor

Mar 18 2025 239 ep. 34 mins 218
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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Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need

Mar 18 2025 20 mins  
The head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can respond to the priorities of clients and connect them with experts who “always deliver.” Host: Greg Bartalos.

Molly Townsend: Empowering Clients With Financial Literacy | Next Gen

Mar 13 2025 19 mins  
The senior wealth strategy associate at UBS says “I've become very passionate about employee education and making that part of each and every relationship that I work with.”

Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making

Mar 11 2025 38 mins  
How financial advisors can help clients break free from societal scripts and set goals that truly align with their values. Host: Steve Sanduski, CFP.

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.