Barron's Advisor
by Barron's Advisor
Latest episode
James Taylor: Advisors Who Don’t Embrace AI Will Be Left Behind
James Taylor: Advisors Who Don’t Embrace AI Will Be Left Behind
About this podcast
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Episodes
The newest 50 of 352 episodes
- James Taylor: Advisors Who Don’t Embrace AI Will Be Left Behind · 14 min · Episode 352The founding member of The Taylor Group at Wells Fargo Advisors says clients who are engineers and executives from top tech companies offer him insider perspectives on artificial…
- Matt Ludmer: When Success Stops Feeling Like Success · 48 min · Episode 351The former DLJ top producer and author of The Right Mountain explains why achievement and fulfillment are not the same thing—and why that distinction matters for advisors and…
- Erin Moriarity: How I Generated More Than 100 Million YouTube Views · 36 min · Episode 350The YouTube financial content creator shares how she built her channel to more than 400,000 subscribers and attracted a huge inflow of prospects seeking a financial advisor…
- Patrick Kilbane: How Financial Advisors Can Find Their Niche · 33 min · Episode 349The general counsel and wealth advisor at Ullmann Wealth Partners explains how advisors can differentiate themselves and hone their value proposition. Host: Greg Bartalos…
- Breanna Rae Blaney: The Advisor’s Role When AI Knows the Answers · 47 min · Episode 348The founder of the Anya Institute explains why tomorrow’s best advisors may be defined by their ability to help clients transform their relationship with money and themselves…
- Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap · 16 min · Episode 347The firm’s head of wealth management and field management describes how its advisors are using artificial intelligence, technology, and teaming to build trust with clients and…
- Jennifer Marcontell: How to Scale Your Practice With a Human Touch · 46 min · Episode 346The Ameriprise financial advisor shares strategies for growing a financial advisory firm into an enduring organization while preserving core values and maintaining deep client…
- Jeff McMillan: Inside the RIA of 2030 · 50 min · Episode 345Morgan Stanley’s former head of firmwide artificial intelligence looks inside the AI-powered advisory firm of 2030 and discusses what humans may still be uniquely needed to do…
- Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades · 33 min · Episode 344The Barron’s-ranked managing director of Kayne Anderson Rudnick explains why “difficult” clients can be a gift to financial advisors and describes how lighthearted moments can…
- Barbara Trautlein: Bad Change Leadership Will Kill Good AI · 41 min · Episode 343The founder of Change Catalysts explains how leaders can turn resistance, uncertainty, and disruption into successful AI adoption. Host: Steve Sanduski, CFP. Hosted by…
- Scott Danner: How to Manage the Emotional Toll of Succession Planning · 28 min · Episode 342The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg…
- Andrei Pop: Using an AI Workforce to Scale Your RIA · 1 h 0 min · Episode 341Humanity Labs’ founder discusses what happens when AI takes over the machine work and advisors are left to focus on the work only humans can do. Host: Steve Sanduski, CFP…
- Andrew Goldberg: Solving for Liquidity Concerns in Private Investments · 22 min · Episode 340To prevent panic selling, Cornerstone Alternatives’ managing partner says advisors should make sure clients understand liquidity constraints and that they should plan to hold the…
- Carolyn McClanahan: Why Advisors Must Discuss Health With Clients · 39 min · Episode 339The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life. Host: Steve Sanduski, CFP…
- Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors · 24 min · Episode 338Lee, a founding partner at Summit Trail Advisors, and Nickow, a principal and advisor, discuss how the RIA develops internal talent. Host: Greg Bartalos. Hosted by Simplecast…
- Katie Cullen: What High-Growth RIAs Do Differently · 49 min · Episode 337The Head of BlackRock Business Consulting shares how growth-minded advisors can sharpen strategy, improve execution, and evolve from practitioners into enterprise leaders. Host…
- Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams · 48 min · Episode 336The firm's head of practice strategy discusses the rise of mega-teams and how advisors can maximize growth. Host: Ray Sclafani. Hosted by Simplecast, an AdsWizz company. See…
- Jill Zucker: Why AI Could Reprice Financial Advice · 51 min · Episode 335The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growth. Host: Steve Sanduski, CFP.
- Evan Vladem: How I Mix a Passion for Sports With Financial Advice · 43 min · Episode 334The Associated Investor Services advisor describes how building a team around a shared interest can establish identity-based trust and deepen relationships with clients and…
- Mary Beth Franklin: Social Security, Medicare, and Smarter Planning · 36 min · Episode 333The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions. Host…
- Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations · 37 min · Episode 332“If you're looking for a premium valuation in the independent space, you have to have an integrated model,” says the RIA’s CEO, who adds that organic growth has a “huge impact”…
- Bob Pisani: Why Great Advice Is About Behavior, Not Bets · 44 min · Episode 331The former CNBC senior markets correspondent distills 35 years of reporting into what advisors need to know about client behavior and investment success. Host: Steve Sanduski, CFP.
- Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent · 36 min · Episode 330Wealth management firms should provide mentorship opportunities and transparent career paths, says the executive vice president of financial planning at Merit Financial Advisors…
- Lisa Westermark: How to Seamlessly Hand Off Client Relationships · 42 min · Episode 329The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP.
- Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know · 15 min · Episode 328The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos.
- Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients · 38 min · Episode 327The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP.
- Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves · 18 min · Episode 326The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos.
- Anthony Scaramucci: How Inflation and Populism Change Financial Advice · 48 min · Episode 325The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism…
- State Street’s Yie-Hsin Hung: We’re Not Done Innovating · 13 min · Episode 324State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg…
- Rob Nelson: Nine Converging Forces in Financial Advice · 59 min · Episode 323The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected…
- Omani Carson: What He Learned After ‘Winning’ the Game · 56 min · Episode 322Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP.
- Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’ · 35 min · Episode 321Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host…
- Jason Early: How Top Advisors Win Business Owner Clients · 34 min · Episode 320The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP.
- Michelle Magner: Powering Growth Through an Integrated Framework · 52 min · Episode 319A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a…
- Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen · 22 min · Episode 318The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory…
- Liz Ann Sonders: Inflation, AI, and the Next Market Cycle · 54 min · Episode 317Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP.
- Mollie Colavita: The Blueprint for Modern Advisory Success · 18 min · Episode 316The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg…
- Nate Fisher: Stay Focused on the Client Relationship | Next Gen · 21 min · Episode 315The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and…
- Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow · 50 min · Episode 314Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP.
- Eleni Mavromati: What It Takes to Be a Great Wealth Management COO · 27 min · Episode 313The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive in the future. Host: Greg…
- Katie Partridge: Financial Advice for Tech Founders | Next Gen · 21 min · Episode 312The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service…
- Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million · 48 min · Episode 311Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve…
- Nancy Daoud: The Changing Nature of Asset Allocation · 23 min · Episode 310The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg…
- Frank McKiernan: ‘A Client Is a Client’ | Next Gen · 20 min · Episode 309The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and…
- Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio · 60 min · Episode 308The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve…
- Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning · 26 min · Episode 307Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos.
- Emily Green: Women, Wealth, and Alternative Investments | Next Gen · 27 min · Episode 306Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments.
- Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors · 38 min · Episode 305The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans increases. Host: Steve…
- Bill Cates: How Financial Advisors Can Master Their Marketing Message · 34 min · Episode 304The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal clients. Host: Greg Bartalos.
- Cameron Rogers: Investing With Impact | Next Gen · 28 min · Episode 303The Angeles Wealth Management financial advisor discusses the importance of offering a customized, values-based approach to financial advice and impact investing, particularly…
