Barron's Advisor Podcast
1) Nate Lenz: Key Wealth Management Trends | Next Gen
The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors. Learn more ab...Show More
2) Scott Sparks: How Starting in Insurance Gave His Firm an Advantage.
The founder and CEO of Sparks Financial discusses his firm's evolution from insurance to comprehensive wealth advisor, emphasizing multi-generational planning, tax mitigation, and a unique "second opi...Show More
3) Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. Host: Greg Bartalos. Learn more about your ad choices...Show More
4) Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen
The UBS financial advisor shares her best advice for advising clients who are going through a divorce. Learn more about your ad choices. Visit megaphone.fm/adchoices
5) Alisa Maute: Cracking the Organic Growth Code for RIAs
Mercer Advisors’ head of client development discusses how the firm built a data-driven client development machine that separates advice from acquisition and drives measurable, repeatable growth. Host:...Show More
6) Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI
The chief investment officer at Pence Wealth Management expects that strong earnings and lower interest rates will lift the S&P 500 next year and particularly benefit smaller stocks. Host: Greg Bartal...Show More
7) Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen
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. Learn more about you...Show More
8) David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire
What financial advisors and entrepreneurs can learn from Yvon Chouinard and Patagonia’s paradoxical approach to capitalism, profit, and purpose. Host: Steve Sanduski, CFP. Learn more about your ad ch...Show More
9) Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams
The executive director of the Women's Leadership Alliance discusses the importance of providing a clear career path to employees and creating a company culture that prioritizes trust and belonging. Ho...Show More
10) 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