Barron's Advisor

4.2 (109)
INVESTING
UPDATED WEEKLY

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

1D AGO

Frank McKiernan: ‘A Client Is a Client’ | Next Gen

The 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 family clients like institutions. Learn more about your ad choices. Visit megaphone.fm/adchoices

22 min
4D AGO

Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio

The 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 Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

1h 2m
JAN 27

Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning

Morgan 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

28 min
JAN 22

Emily Green: Women, Wealth, and Alternative Investments | Next Gen

Ellevest’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. Learn more about your ad choices. Visit megaphone.fm/adchoices

29 min
JAN 20

Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors

The 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 Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

40 min
JAN 13

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 your ad choices. Visit megaphone.fm/adchoices

36 min
JAN 8

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 generations. Learn more about your ad choices. Visit megaphone.fm/adchoices

29 min
JAN 6

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/adchoices

45 min

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4.2

out of 5

109 Ratings

Chris Hughes Interview

06/14/2022

VegasGolferBC

really top notch. first class guy and interview. I’ll listen to it a second time for sure
Barron’s

03/14/2024

musikm46

Very little about actual investment planning. It’s basically an attempt to highlight how women and minorities are amazing but those white men are just bad.
Sad to witness

05/17/2023

antipcadvisor

First WSJ turns woke... then Barron's. I'm sorry, I don't need to hear from Barry Ritholtz, who developed his NYC firm with blogs that promoted anti-conservativism, Trump-hate, etc., to learn how to develop content. This May 2023 episode belongs in 2016 when Barry was in the business paying these people for their nonsense extra blogs that helped no one with their personal finances or investing issues.
Brain Trust

09/15/2020

NYCM

During this bizarre year of quarantine, I wanted to use my walks to learn. I’ve found this to be the single best resource. Sterling asks the right q’s to get financial advisors and management to be open about their challenges as well as their wins. It makes our competitive industry feel more like a community and it’s given me great ideas as well as comfort.