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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:

John Furey: When RIAs Should Rebrand—and How to Make the Call Dec 02, 2025

Show notes

Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski, CFP.

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Debra Brennan Tagg: Challenges and Opportunities for Women in Finance Nov 25, 2025

Show notes

The president of BFS Advisory Group shares tips to help women, particularly those in wealth management and business owners, advance in their careers. Host: Greg Bartalos.

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Heather Robison: Success in a Small Town | Next Gen Nov 20, 2025

Show notes

Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations.

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Alison Dooher: Why Data Is the Engine Behind RIAs That Scale Nov 18, 2025

Show notes

Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Host: Steve Sanduski, CFP.

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John Nersesian: Make These Tax Moves Before 2026 Arrives Nov 11, 2025

Show notes

Pimco’s head of advisor education offers guidance on recent tax changes, covering investments, income tax, retirement, and legacy planning. Host: Greg Bartalos.

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Nate Lenz: Key Wealth Management Trends | Next Gen Nov 06, 2025

Show notes

The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors.

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Scott Sparks: How Starting in Insurance Gave His Firm an Advantage. Nov 04, 2025

Show notes

The founder and CEO of Sparks Financial discusses his firm's evolution from insurance to comprehensive wealth advisor, emphasizing multi-generational planning, tax mitigation, and a unique "second opinion" service. Host: Ray Sclafani.

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Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth Oct 28, 2025

Show notes

The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. Host: Greg Bartalos.

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Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen Oct 23, 2025

Show notes

The UBS financial advisor shares her best advice for advising clients who are going through a divorce.

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Alisa Maute: Cracking the Organic Growth Code for RIAs Oct 21, 2025

Show notes

Mercer Advisors’ head of client development discusses how the firm built a data-driven client development machine that separates advice from acquisition and drives measurable, repeatable growth. Host: Steve Sanduski, CFP.

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