Barron's Advisor

Oct 29 2024 215 ep. 35 mins 195
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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Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race

Oct 29 2024 37 mins  
How meticulous planning, trust in his team, and a commitment to shared values enabled a legendary sailor to overcome unimaginable challenges. Host: Steve Sanduski.

Jackie Insinger: Positive Psychology Is the Key to Motivate Employees

Oct 22 2024 25 mins  
The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive. Host: Greg Bartalos.

Ramesh Srinivasan: The Power of Purpose-Driven Leadership

Oct 15 2024 35 mins  
The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP.

Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025

Oct 08 2024 36 mins  
State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos.

Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year

Oct 01 2024 49 mins  
Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP.

Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth

Sep 24 2024 27 mins  
The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos. She also discusses the unsung power of annual client surveys and RFG Advisory’s initiatives to help women. Host: Greg Bartalos.

Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients

Sep 17 2024 43 mins  
Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP.

Nelrae Pasha Ali: How to Teach Teens About Money and Investing

Sep 10 2024 46 mins  
The managing principal at Array Private Investment Advisory Group of Wells Fargo Financial Network discusses deferred gratification, budgeting, and tapping into what motivates teens. Host: Greg Bartalos.

Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM

Sep 03 2024 42 mins  
SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.

Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients

Aug 27 2024 27 mins  
The Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos.