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Barron's Advisor

Barron's Advisor
Wealth Management
Bitcoin
Leadership
Financial Autonomy
Financial Advisors
Resistance Money
Hyperinflation
Authoritarian Regimes
Creative Planning
Investment Strategies
Censorship Resistance
Privacy
Financial Education
Market Trends
Financial Planning
M&A Strategy
Seamanship
Women's Health
Longevity
Team Success

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

PublishesTwice weeklyEpisodes300Founded6 years ago
Number of ListenersCategories
InvestingManagementBusiness

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Artwork for Barron's Advisor

Latest Episodes

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.

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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.

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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.

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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.

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Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Anthea Tjuanakis Cox
Managing Director and Head of Financial Planning at Morgan Stanley
Morgan Stanley
Episode: Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
Sam Kang
Head of Schwab Family Office, specializing in ultra high net worth families.
Schwab Family Office
Episode: Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
Seth Levine
Co-founder and managing director of Foundry, and co-author of 'Capital Evolution'
Foundry
Episode: Seth Levine: The Capitalism That Advisors Were Trained for Is Ending
Jeff Gonyo
Head of Wealth Management at Steward Partners
Steward Partners
Episode: Jeff Gonyo: The Rise of the ‘Sell and Stay’ M&A Model
Eric Leeper
CFO and Principal of FP Transitions
FP Transitions
Episode: Eric Leeper: Why Compensation Structure Is Vital to M&A Success
Tony Carpentieri
Private Wealth Advisor from Merrill Lynch's The Erdman Group
Merrill Lynch
Episode: Tony Carpentieri: The Keys to a Successful Practice | Next Gen
John Furey
Founder and managing partner of Advisor Growth Strategies
Advisor Growth Strategies
Episode: John Furey: When RIAs Should Rebrand—and How to Make the Call
Debra Brennan Tagg
President of BFS Advisory Group and experienced wealth manager
BFS Advisory Group
Episode: Debra Brennan Tagg: Challenges and Opportunities for Women in Finance
Alison Dooher
Managing Director of Digital Advisor Solutions at Charles Schwab
Charles Schwab
Episode: Alison Dooher: Why Data Is the Engine Behind RIAs That Scale

Hosts

Greg Bartalos
Host of Barron's The Way Forward and a recognized figure in wealth management, focusing on growth strategies and industry insights.
Alison Tucci
Host of Barron's Advisor, The Way Forward and Next Generation, involved in topics related to advisor development and women in finance.
Steve Sanduski
Business coach with expertise in financial advising and host of Barron's Advisor, focused on advising strategies and industry trends.

Reviews

4.3 out of 5 stars from 165 ratings
  • Empowering Female Talent with Liz Nesvold

    The episode featuring Liz Nesvold on Barron's Advisor is a valuable discussion on attracting and retaining female talent in the financial sector. Liz's insights on career advancement and inclusivity provide practical advice for RIAs. Highly recommended for financial firms looking to foster a diverse and inclusive workplace.

    Apple Podcasts
    5
    I value the unique angle
    Germany2 years ago
  • Barron’s

    Very little about actual investment planning. It’s basically an attempt to highlight how women and minorities are amazing but those white men are just bad.

    Apple Podcasts
    2
    musikm46
    United States2 years ago
  • Sad to witness

    First WSJ turns woke... then Barron's. I'm sorry, I don't need to hear from Barry Ritholtz, who developed his NYC firm with blogs that promoted anti-conservativism, Trump-hate, etc., to learn how to develop content. This May 2023 episode belongs in 2016 when Barry was in the business paying these people for their nonsense extra blogs that helped no one with their personal finances or investing issues.

    Apple Podcasts
    1
    antipcadvisor
    United States3 years ago
  • Chris Hughes Interview

    really top notch. first class guy and interview.

    I’ll listen to it a second time for sure

    Apple Podcasts
    5
    VegasGolferBC
    United States4 years ago
  • DR. “ D. GORDON “

    5-star rating in a ONE star rated neighborhood

    Apple Podcasts
    4
    Derik-Jamil_GORDON
    Canada4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some listeners express frustration with political commentary, desiring a focus on practical finance and investment strategies instead.
The quality of guest interviews generally receives positive feedback, highlighting their expertise and impact on the financial advisory community.
Insights on women's roles in finance are highly praised, indicating strong support for discussions on gender equity.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
Q: How do you help advisors deal with clients' unique needs without scope creep?
Advisors should define their ideal client and ensure they understand their own capabilities, while being prepared to outsource needs that exceed their expertise.
Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
Q: What is the role of financial advisors in wealth transfer to the next generation?
Advisors help families prepare by facilitating necessary conversations about values and wealth management, and they are beginning to focus on building family constitutions that define family mission and values.
Emily Green: Women, Wealth, and Alternative Investments | Next Gen
Q: So what is your thesis for why, potentially?
The confidence women need in financial decisions is pivotal, and there are generational differences in how different age groups perceive financial stability.
Emily Green: Women, Wealth, and Alternative Investments | Next Gen
Q: Can you explain how you're trying to, I guess, either break the cycle or what are you exactly doing at Ellevest to help with that?
At Ellevest, we look at not just the gender wage gap but the entire gender wealth gap, addressing various aspects that hinder women's financial growth.
Cameron Rogers: Investing With Impact | Next Gen
Q: Are there any other sort of ways of you're talking or educating an investor with how do I make a change with my money that they should really think through?
Cameron illustrates that it is essential to understand the investor's lived experiences and values to tailor their investment approach effectively.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Barron's Advisor

What is Barron's Advisor about and what kind of topics does it cover?

Focused on wealth management, the content emphasizes interviews with leading industry professionals, discussing essential topics such as compensation structures, hiring practices, marketing strategies, and the future of the industry. Notably, the emphasis on next-generation advisors and their impact gives insight into evolving trends within the sector, making it particularly relevant for current and aspiring professionals seeking to navigate their careers in finance. The discussions highlight not only practical advice for business growth but also the importance of inclusivity and representation within the financial landscape, enriching the discourse surrounding wealth management.

Where can I find podcast stats for Barron's Advisor?

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How many listeners does Barron's Advisor get?

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What are the audience demographics for Barron's Advisor?

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How many subscribers and views does Barron's Advisor have?

To see how many followers or subscribers Barron's Advisor has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Barron's Advisor?

These podcasts share a similar audience with Barron's Advisor:

1. Barron's Live
2. Barron's Streetwise
3. Financial Advisor Success
4. Investing Insights
5. The Long View

How many episodes of Barron's Advisor are there?

Barron's Advisor launched 6 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Barron's Advisor?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Barron's Advisor?

Rephonic pulls ratings and reviews for Barron's Advisor from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for Barron's Advisor?

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What guests have appeared on Barron's Advisor?

Recent guests on Barron's Advisor include:

1. Anthea Tjuanakis Cox
2. Sam Kang
3. Seth Levine
4. Jeff Gonyo
5. Eric Leeper
6. Tony Carpentieri
7. John Furey
8. Debra Brennan Tagg

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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