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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:

Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors Jan 20, 2026

Show notes

The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans increases. Host: Steve Sanduski, CFP.

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Bill Cates: How Financial Advisors Can Master Their Marketing Message Jan 13, 2026

Show notes

The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal clients. Host: Greg Bartalos.

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Cameron Rogers: Investing With Impact | Next Gen Jan 08, 2026

Show notes

The Angeles Wealth Management financial advisor discusses the importance of offering a customized, values-based approach to financial advice and impact investing, particularly for women and younger generations.

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Seth Levine: The Capitalism That Advisors Were Trained for Is Ending Jan 06, 2026

Show notes

The co-founder of the Foundry VC fund discusses how to navigate uncertainty, complexity, and the future of capitalism. Host: Steve Sanduski, CFP.

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Jeff Gonyo: The Rise of the ‘Sell and Stay’ M&A Model Dec 30, 2025

Show notes

These deals offer operational relief to advisors and help them monetize their business while continuing to serve clients, says Steward Partners’ head of wealth management. Host: Greg Bartalos.

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Eric Leeper: Why Compensation Structure Is Vital to M&A Success Dec 23, 2025

Show notes

Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions. Host: Greg Bartalos.

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Doug Messina: Be Yourself and Connect With Clients | Next Gen Dec 18, 2025

Show notes

The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with clients and discusses the shift to holistic planning.

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Mary Ann Bartels: Tech and International Stocks to Rise in 2026 Dec 16, 2025

Show notes

Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos.

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Troy Nelson: Building Strength Through Adversity Dec 09, 2025

Show notes

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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Tony Carpentieri: The Keys to a Successful Practice | Next Gen Dec 04, 2025

Show notes

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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