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Barron’s Advisor — Business
Barron’s Advisor

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

Copyright: Copyright © Dow Jones & Company, Inc. All rights reserved.

Latest Episodes:

Jeff McMillan: Inside the RIA of 2030 Sep 22, 2026

Show notes

Morgan Stanley’s former head of firmwide artificial intelligence looks inside the AI-powered advisory firm of 2030 and discusses what humans may still be uniquely needed to do. Host: Steve Sanduski.

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Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades Sep 15, 2026

Show notes

The Barron’s-ranked managing director of Kayne Anderson Rudnick explains why “difficult” clients can be a gift to financial advisors and describes how lighthearted moments can build client relationships. Host: Greg Bartalos.

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Barbara Trautlein: Bad Change Leadership Will Kill Good AI Sep 08, 2026

Show notes

The founder of Change Catalysts explains how leaders can turn resistance, uncertainty, and disruption into successful AI adoption. Host: Steve Sanduski, CFP.

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Scott Danner: How to Manage the Emotional Toll of Succession Planning Sep 01, 2026

Show notes

The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg Bartalos.

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Andrei Pop: Using an AI Workforce to Scale Your RIA Aug 25, 2026

Show notes

Humanity Labs’ founder discusses what happens when AI takes over the machine work and advisors are left to focus on the work only humans can do. Host: Steve Sanduski, CFP.

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Andrew Goldberg: Solving for Liquidity Concerns in Private Investments Aug 18, 2026

Show notes

To prevent panic selling, Cornerstone Alternatives’ managing partner says advisors should make sure clients understand liquidity constraints and that they should plan to hold the investment for a long time horizon. Host: Greg Bartalos.

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Carolyn McClanahan: Why Advisors Must Discuss Health With Clients Aug 11, 2026

Show notes

The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life. Host: Steve Sanduski, CFP.

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Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors Aug 04, 2026

Show notes

Lee, a founding partner at Summit Trail Advisors, and Nickow, a principal and advisor, discuss how the RIA develops internal talent. Host: Greg Bartalos.

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Katie Cullen: What High-Growth RIAs Do Differently Jul 28, 2026

Show notes

The Head of BlackRock Business Consulting shares how growth-minded advisors can sharpen strategy, improve execution, and evolve from practitioners into enterprise leaders. Host: Steve Sanduski, CFP.

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Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams Jul 21, 2026

Show notes

The firm's head of practice strategy discusses the rise of mega-teams and how advisors can maximize growth. Host: Ray Sclafani.

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