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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:

Jill Zucker: Why AI Could Reprice Financial Advice Jul 14, 2026

Show notes

The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growth. Host: Steve Sanduski, CFP.

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Evan Vladem: How I Mix a Passion for Sports With Financial Advice Jul 07, 2026

Show notes

The Associated Investor Services advisor describes how building a team around a shared interest can establish identity-based trust and deepen relationships with clients and prospects. Host: Greg Bartalos.

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Mary Beth Franklin: Social Security, Medicare, and Smarter Planning Jun 30, 2026

Show notes

The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions. Host: Steve Sanduski, CFP.

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Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations Jun 23, 2026

Show notes

“If you're looking for a premium valuation in the independent space, you have to have an integrated model,” says the RIA’s CEO, who adds that organic growth has a “huge impact” on valuation. Host: Greg Bartalos.

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Bob Pisani: Why Great Advice Is About Behavior, Not Bets Jun 16, 2026

Show notes

The former CNBC senior markets correspondent distills 35 years of reporting into what advisors need to know about client behavior and investment success. Host: Steve Sanduski, CFP.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent Jun 09, 2026

Show notes

Wealth management firms should provide mentorship opportunities and transparent career paths, says the executive vice president of financial planning at Merit Financial Advisors. Host: Greg Bartalos.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lisa Westermark: How to Seamlessly Hand Off Client Relationships Jun 02, 2026

Show notes

The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP.

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Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know May 26, 2026

Show notes

The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos.

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Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients May 19, 2026

Show notes

The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP.

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Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves May 12, 2026

Show notes

The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos.

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