Barron's Advisor
Dow Jones Audio
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Location:
United States
Networks:
Dow Jones Audio
Description:
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Language:
English
Episodes
Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen
7/31/2025
The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:22:39
Evan Osnos: What Advisors Need to Know About the New Gilded Age
7/29/2025
The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:59:48
How a Top Morgan Stanley Doctor Helps Clients Stay Healthy
7/22/2025
Dr. Kim Henderson, the head of health and wellness education, discusses how she applies her medical expertise to help the firm’s advisors when clients face health-related challenges. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:24:40
Tom Klingman: The Best Things About Independence | Next Gen
7/17/2025
Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.” Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:25:57
Edward Fishman: Weaponizing Finance and What It Means for Portfolios
7/15/2025
The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:45:28
Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business
7/8/2025
The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:41:48
Ryan Moran: Top Tips for Working With Younger Clients | Next Gen
7/3/2025
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:18:13
Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis
7/1/2025
A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:31:28
Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection
6/24/2025
Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network college football analyst and filmmaker, discuss the importance of storytelling, curiosity, and culture. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:41:34
Gina Thompson: Empowering Clients Through Education | Next Gen
6/18/2025
“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.” Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:21:47
Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained
6/17/2025
Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:43:46
Max Lane: Tech and the Future of Wealth Management
6/10/2025
Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:27:47
Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen
6/5/2025
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:23:19
David DeVoe: How to Maximize Your RIA Firm’s Valuation
6/3/2025
Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:54:29
Raj Bhatia: Don’t Shy Away From Hiring Your Own Child
5/27/2025
The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:19:39
Kaden Bernstein: Key Ingredients for Success | Next Gen
5/22/2025
The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:19:09
Peter Wilken: The Biggest Branding Mistake Financial Advisors Make
5/20/2025
Top marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:48:15
Joe McLean: Winning Strategies for Advisors Who Serve Athletes
5/13/2025
The managing partner at MAI Capital Management discusses his time as a professional basketball player and how that experience helps him create successful outcomes for clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Duration:00:24:06
Dane Burkholder: 3 Key Skills for Advisors | Next Gen
5/8/2025
The ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management.
Duration:00:23:22
Samantha Russell: What Works Right Now in Financial Advisor Marketing
5/6/2025
The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP.
Duration:00:48:34