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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:

Geri Eisenman Pell: Succession Planning Tips for Financial Advisors Feb 25, 2025

Show notes

Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.

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Tom Ruggie: What Financial Advisors Should Know About Collectibles Feb 18, 2025

Show notes

The CEO of Destiny Family Office discusses practical steps to help your clients value, protect, and pass on their collections. Host: Steve Sanduski, CFP.

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Unexpected Lessons Learned While Navigating Challenges | Next Gen Feb 13, 2025

Show notes

Hollis Montgomery, a financial advisor at Morgan Stanley Wealth Management, discusses her maternity leave and how it made her team more efficient and brought members “so much closer.”

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Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations Feb 11, 2025

Show notes

Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos.

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Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun Feb 04, 2025

Show notes

Steward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP.

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The Promise—and Peril—of Working With Family Members | Next Gen Jan 30, 2025

Show notes

Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA.

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Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs Jan 28, 2025

Show notes

The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos.

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Gary Roth and Mike Capelle: Blueprint for RIA M&A Success Jan 21, 2025

Show notes

The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP.

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Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen Jan 16, 2025

Show notes

“I'm very willing to admit what my strengths and my weaknesses are and hire around that to bring in people whose strengths are my weaknesses,” says Matthew Somberg, co-founder of Gottfried & Somberg Wealth Management.

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Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change Jan 14, 2025

Show notes

The Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Host: Greg Bartalos.

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