148 episodes

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

Barron's Advisor Barron's

    • Business
    • 4.2 • 80 Ratings

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

    Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity

    Kevin Kelly Explores 'In the Year 2525,' Tech, and Longevity

    Through the timeless narrative of 'In the Year 2525,' the co-founder of Wired magazine traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change. Host: Steve Sanduski.

    • 43 min
    Barry Ritholtz: How Advisors Can Create Killer Content

    Barry Ritholtz: How Advisors Can Create Killer Content

    Want to create content, but not sure how to get started? The chairman and CIO of Ritholtz Wealth Management tells all. Host: Greg Bartalos.

    • 25 min
    Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer

    Kenton Cool: Lessons in Leadership From a 16-Time Everest Summiteer

    The high altitude adventurer shares his hard-earned lessons from a life climbing the world’s highest mountains and how they apply at sea level. Host: Steve Sanduski.

    • 46 min
    Michael Nathanson: What Advisors Can Learn From Charles Darwin

    Michael Nathanson: What Advisors Can Learn From Charles Darwin

    The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.

    • 25 min
    Kate Murphy: How to Truly Hear and Understand Your Clients

    Kate Murphy: How to Truly Hear and Understand Your Clients

    When was the last time you felt that someone really listened to you? And when did you last deeply listen to a client? Listening well is powerful, yet in short supply. Host: Steve Sanduski.

    • 47 min
    How to Build an Enduring Legacy and Secure Long-Lasting Wealth

    How to Build an Enduring Legacy and Secure Long-Lasting Wealth

    Robert Balentine, chairman of his namesake firm, explains why it's crucial that advisors focus on conversations about family relationships. Host: Greg Bartalos.

    • 22 min

Customer Reviews

4.2 out of 5
80 Ratings

80 Ratings

VegasGolferBC ,

Chris Hughes Interview

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

antipcadvisor ,

Sad to witness

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.

NYCM ,

Brain Trust

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.

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