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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:

Edward Fishman: Weaponizing Finance and What It Means for Portfolios Jul 15, 2025

Show notes

The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP.

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Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business Jul 08, 2025

Show notes

The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani.

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Ryan Moran: Top Tips for Working With Younger Clients | Next Gen Jul 03, 2025

Show notes

The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more.

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Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis Jul 01, 2025

Show notes

A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP.

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Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection Jun 24, 2025

Show notes

Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network analyst and filmmaker, discuss the importance of storytelling, curiosity, and culture. Host: Greg Bartalos.

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Gina Thompson: Empowering Clients Through Education | Next Gen Jun 18, 2025

Show notes

“I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio director. “We aim to empower our clients through education.”

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Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained Jun 17, 2025

Show notes

Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP.

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Max Lane: Tech and the Future of Wealth Management Jun 10, 2025

Show notes

Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos.

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

Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen Jun 05, 2025

Show notes

The managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the company.

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David DeVoe: How to Maximize Your RIA Firm’s Valuation Jun 03, 2025

Show notes

Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP.

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