Show overview
Barron's Advisor has been publishing since 2020, and across the 6 years since has built a catalogue of 311 episodes. That works out to roughly 180 hours of audio in total. Releases follow a weekly cadence.
Episodes typically run twenty to thirty-five minutes — most land between 24 min and 45 min — though episode length varies meaningfully from one episode to the next. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 6 days ago, with 31 episodes already out so far this year. The busiest year was 2025, with 78 episodes published.
From the publisher
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Latest Episodes
View all 311 episodesWealthspire’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
State Street’s Yie-Hsin Hung: We’re Not Done Innovating
Rob Nelson: Nine Converging Forces in Financial Advice
Omani Carson: What He Learned After ‘Winning’ the Game
Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’
Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jason Early: How Top Advisors Win Business Owner Clients
The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Michelle Magner: Powering Growth Through an Integrated Framework
A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity. Learn more about your ad choices. Visit megaphone.fm/adchoices
Liz Ann Sonders: Inflation, AI, and the Next Market Cycle
Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mollie Colavita: The Blueprint for Modern Advisory Success
The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nate Fisher: Stay Focused on the Client Relationship | Next Gen
The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson.. Learn more about your ad choices. Visit megaphone.fm/adchoices
Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow
Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive in the future. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices