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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:

Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI Oct 14, 2025

Show notes

Pence Wealth Management's CIO expects strong earnings and lower interest rates to lift the S&P 500 and smaller stocks next year. Host: Greg Bartalos.

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Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen Oct 09, 2025

Show notes

The Morgan Stanley managing director explains how advisors can serve multigenerational clients and cater to their ever-changing priorities while helping them achieve their goals.

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David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire Oct 07, 2025

Show notes

What financial advisors and entrepreneurs can learn from Yvon Chouinard and Patagonia’s paradoxical approach to capitalism, profit, and purpose. Host: Steve Sanduski, CFP.

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Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams Sep 30, 2025

Show notes

The executive director of the Women's Leadership Alliance discusses providing a clear career path to employees and creating a company culture of trust and belonging. Host: Greg Bartalos.

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Ritik Malhotra: Independence, Culture, and AI | Next Gen Sep 25, 2025

Show notes

“There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealth, who also discusses how to establish a strong team culture and effectively use AI.

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Matt Reiner: Practical AI Use Cases for High-Growth RIAs Sep 23, 2025

Show notes

Capital Investment Advisors’ managing partner shares a clear-eyed look at what’s hype, what’s working, and how to experiment safely with AI. Host: Steve Sanduski, CFP.

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Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI Sep 16, 2025

Show notes

The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos.

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Ariana Bhatia: Investing for Multigenerational Families | Next Gen Sep 11, 2025

Show notes

The Merrill Lynch private advisor discusses how different generations approach their investment portfolios, why private investments are often misunderstood, and why they are so important to offer clients.

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Michael Nathanson: Scaling Your Firm From Practice to Enterprise Sep 09, 2025

Show notes

Focus Financial Partners' CEO shares the mindset and required shifts in structure to turn a billion-dollar AUM firm into a lasting 100-year enterprise. Host: Steve Sanduski, CFP.

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Suzanne Siracuse: How to Reinvent Yourself and Your Career Sep 02, 2025

Show notes

The former publisher turned wealth management consultant discusses authentic relationships, lessons from her career change, and why advisors should “give back.” Host: Greg Bartalos.

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