Barron's Advisor Podcast
1) Bill Cates: How Financial Advisors Can Master Their Marketing Message
The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal clients. Host: Greg Bartalos. Learn more about y...Show More
2) Cameron Rogers: Investing With Impact | Next Gen
The Angeles Wealth Management financial advisor discusses the importance of offering a customized, values-based approach to financial advice and impact investing, particularly for women and younger ge...Show More
3) Seth Levine: The Capitalism That Advisors Were Trained for Is Ending
The co-founder of the Foundry VC fund discusses how to navigate uncertainty, complexity, and the future of capitalism. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/...Show More
4) Jeff Gonyo: The Rise of the ‘Sell and Stay’ M&A Model
These transactions provide operational relief to advisors and help them monetize their business while continuing to serve clients, says Steward Partners’ head of wealth management. Host: Greg Bartalos...Show More
5) Eric Leeper: Why Compensation Structure Is Vital to M&A Success
Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions. Host: Greg Bartalos. Learn more about yo...Show More
6) Doug Messina: Be Yourself and Connect With Clients | Next Gen
The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with clients and discusses the shift to holistic planning. ...Show More
7) Mary Ann Bartels: Tech and International Stocks to Rise in 2026
Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos. Learn more about y...Show More
8) Troy Nelson: Building Strength Through Adversity
The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vul...Show More
9) Tony Carpentieri: The Keys to a Successful Practice | Next Gen
The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI. Learn more about your ad choices. Visit megaphone.f...Show More
10) John Furey: When RIAs Should Rebrand—and How to Make the Call
Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit meg...Show More