Barron's Advisor Podcast
1) Ritik Malhotra: Independence, Culture, and AI | Next Gen
“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 tea...Show More
2) Matt Reiner: Practical AI Use Cases for High-Growth RIAs
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. Learn more about your ad choice...Show More
3) Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI
The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adc...Show More
4) Ariana Bhatia: Investing for Multigenerational Families | Next Gen
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 clie...Show More
5) Michael Nathanson: Scaling Your Firm From Practice to Enterprise
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. Learn more about you...Show More
6) Suzanne Siracuse: How to Reinvent Yourself and Your Career
The former publisher turned wealth management consultant discusses the power of authentic relationships, the lessons she learned from her career change, and why advisors should “give back.” Host: Greg...Show More
7) Emily Malone: It’s Never too Late to Become an Advisor | Next Gen
The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients. Learn more...Show More
8) Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook
The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP. Le...Show More
9) Josh Bronstein: ‘Playing the Long Game Is Key’
“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, n...Show More
10) Riley Saunders: The Psychology of Financial Planning | Next Gen
“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the ...Show More