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Barron's Advisor

Barron's Advisor
Wealth Management
Bitcoin
Leadership
Financial Autonomy
Financial Advisors
Resistance Money
Authoritarian Regimes
Hyperinflation
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 weeklyEpisodes297Founded6 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for Barron's Advisor

Latest Episodes

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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Key Facts

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Recent Guests

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
John Nersesian
Head of Advisor Education at Pimco, experienced in educating financial professionals.
Pimco
Episode: John Nersesian: Make These Tax Moves Before 2026 Arrives
Nate Lenz
Co-founder and CEO of Concurrent Advisors
Concurrent Advisors
Episode: Nate Lenz: Key Wealth Management Trends | Next Gen
Ryan Parker
CEO of EP Wealth, experienced in financial services and management
EP Wealth
Episode: Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
Alisa Maute
Executive Managing Director, Head of Client Development at Mercer Advisors
Mercer Advisors
Episode: Alisa Maute: Cracking the Organic Growth Code for RIAs
Dryden Pence
Chief Investment Officer for Pence Wealth Management
Pence Wealth Management
Episode: Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI
Nick Kavallieratos
Imagine Director and Financial Advisor at Morgan Stanley
Morgan Stanley
Episode: Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen
Yvon Chouinard
Founder of Patagonia and influential figure in environmental activism
Patagonia
Episode: David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire

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 164 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
    Germanya year 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 States3 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.

Heather Robison: Success in a Small Town | Next Gen
Q: What sort of suggestions would you provide for advisors looking to build their business organically?
Robison emphasizes doing the right thing consistently and suggests that building relationships and giving advice without immediate compensation can lead to long-term benefits.
Heather Robison: Success in a Small Town | Next Gen
Q: What piece of advice would you provide to those coming into the industry through their parents?
Robison advises newcomers to be themselves and leverage their own strengths while recognizing the unique qualities that family backgrounds bring to the business.
Heather Robison: Success in a Small Town | Next Gen
Q: Can you tell me a little bit about your community and how it's really evolved over the past couple years?
Heather describes Bartlesville, Oklahoma, a small town that evolved from being home to Phillips Petroleum to currently serving as a back office for ConocoPhillips and Phillips 66.
Scott Sparks: How Starting in Insurance Gave His Firm an Advantage.
Q: What was your moment of expanding beyond insurance into wealth advising?
In 1999, I was bored with insurance and saw an opportunity with Northwestern Mutual's acquisition of Frank Russell Company, which revitalized my excitement and led to the expansion into wealth advising.
Scott Sparks: How Starting in Insurance Gave His Firm an Advantage.
Q: How did you first get into the business?
I started as a college intern in 1989 with Northwestern Mutual after realizing that being a doctor was not my passion.

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.

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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. Kitces and Carl - Real Talk for Real Financial Advisors
4. Investing Insights
5. The Efficient Advisor: Tactical Business Advice for Financial Planners

How many episodes of Barron's Advisor are there?

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.

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. Debra Brennan Tagg
2. Alison Dooher
3. John Nersesian
4. Nate Lenz
5. Ryan Parker
6. Alisa Maute
7. Dryden Pence
8. Nick Kavallieratos

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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