
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
| Publishes | Twice weekly | Episodes | 297 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingManagement | |||

The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani.
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The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI.
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Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski, CFP.
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The president of BFS Advisory Group shares tips to help women, particularly those in wealth management and business owners, advance in their careers. Host: Greg Bartalos.
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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.
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.
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.
really top notch. first class guy and interview.
I’ll listen to it a second time for sure
5-star rating in a ONE star rated neighborhood
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #159 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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.
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These podcasts share a similar audience with Barron's Advisor:
1. Barron's Live
2. Barron's Streetwise
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Investing Insights
5. The Efficient Advisor: Tactical Business Advice for Financial Planners
Barron's Advisor launched 6 years ago and published 297 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Barron's Advisor include:
1. Debra Brennan Tagg
2. Alison Dooher
3. John Nersesian
4. Nate Lenz
5. Ryan Parker
6. Alisa Maute
7. Dryden Pence
8. Nick Kavallieratos
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