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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:

Raj Bhatia: Don’t Shy Away From Hiring Your Own Child May 27, 2025

Show notes

The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos.

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Kaden Bernstein: Key Ingredients for Success | Next Gen May 22, 2025

Show notes

The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits.

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Peter Wilken: The Biggest Branding Mistake Financial Advisors Make May 20, 2025

Show notes

Top marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, CFP.

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Joe McLean: Winning Strategies for Advisors Who Serve Athletes May 13, 2025

Show notes

The managing partner at MAI Capital Management on his time as a professional basketball player and how that experience helps him create successful outcomes for clients. Host: Greg Bartalos.

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Dane Burkholder: 3 Key Skills for Advisors | Next Gen May 08, 2025

Show notes

The ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management.

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Samantha Russell: What Works Right Now in Financial Advisor Marketing May 06, 2025

Show notes

The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP.

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10 Time-Tested Investment Principles for Volatile Markets Apr 29, 2025

Show notes

Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stick with their investment plans. Host: Greg Bartalos.

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Eric Sontag: Solving for Intergenerational Challenges | Next Gen Apr 24, 2025

Show notes

“Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to start,” says the president of Wealthspire Advisors.

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Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years Apr 22, 2025

Show notes

Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP.

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Jennifer Wallace: Resilience and the Importance of Mattering at Work Apr 15, 2025

Show notes

“We talk a lot about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos.

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