Barron's Advisor
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Patrick Kilbane: How Financial Advisors Can Find Their Niche
The general counsel and wealth advisor at Ullmann Wealth Partners explains how advisors can differentiate themselves and hone their value proposition. Host: Greg Bartalos.
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Breanna Rae Blaney: The Advisor’s Role When AI Knows the Answers
The 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. Host: Steve Sanduski, CFP.
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Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap
The 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 help them reach their goals. Host: Greg Bartalos.
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Jennifer Marcontell: How to Scale Your Practice With a Human Touch
The Ameriprise financial advisor shares strategies for growing a financial advisory firm into an enduring organization while preserving core values and maintaining deep client connections. Host: Ray Sclafani.
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Jeff McMillan: Inside the RIA of 2030
Morgan 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. Host: Steve Sanduski.
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Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades
The 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 build client relationships. Host: Greg Bartalos.
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Barbara Trautlein: Bad Change Leadership Will Kill Good AI
The founder of Change Catalysts explains how leaders can turn resistance, uncertainty, and disruption into successful AI adoption. Host: Steve Sanduski, CFP.
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Scott Danner: How to Manage the Emotional Toll of Succession Planning
The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg Bartalos.
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Andrei Pop: Using an AI Workforce to Scale Your RIA
Humanity 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.
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Andrew Goldberg: Solving for Liquidity Concerns in Private Investments
To prevent panic selling, Cornerstone Alternatives’ managing partner says advisors should make sure clients understand liquidity constraints and that they should plan to hold the investment for a long time horizon. Host: Greg Bartalos.
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Carolyn McClanahan: Why Advisors Must Discuss Health With Clients
The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life. Host: Steve Sanduski, CFP.
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Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors
Lee, a founding partner at Summit Trail Advisors, and Nickow, a principal and advisor, discuss how the RIA develops internal talent. Host: Greg Bartalos.
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Katie Cullen: What High-Growth RIAs Do Differently
The Head of BlackRock Business Consulting shares how growth-minded advisors can sharpen strategy, improve execution, and evolve from practitioners into enterprise leaders. Host: Steve Sanduski, CFP.
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Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams
The firm's head of practice strategy discusses the rise of mega-teams and how advisors can maximize growth. Host: Ray Sclafani.
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Jill Zucker: Why AI Could Reprice Financial Advice
The 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.
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Evan Vladem: How I Mix a Passion for Sports With Financial Advice
The Associated Investor Services advisor describes how building a team around a shared interest can establish identity-based trust and deepen relationships with clients and prospects. Host: Greg Bartalos.
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Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions. Host: Steve Sanduski, CFP.
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Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations
“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” on valuation. Host: Greg Bartalos.
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Bob Pisani: Why Great Advice Is About Behavior, Not Bets
The 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.
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Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent
Wealth management firms should provide mentorship opportunities and transparent career paths, says the executive vice president of financial planning at Merit Financial Advisors. Host: Greg Bartalos.
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Lisa Westermark: How to Seamlessly Hand Off Client Relationships
The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP.
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Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know
The 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.
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Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients
The 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.
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Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves
The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos.
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Anthony Scaramucci: How Inflation and Populism Change Financial Advice
The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism and educate clients about AI and digital assets. Host: Steve Sanduski.
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State Street’s Yie-Hsin Hung: We’re Not Done Innovating
State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos.
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Rob Nelson: Nine Converging Forces in Financial Advice
The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani.
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Omani Carson: What He Learned After ‘Winning’ the Game
Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP.
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Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’
Given 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: Greg Bartalos.
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Jason Early: How Top Advisors Win Business Owner Clients
The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP.
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Michelle Magner: Powering Growth Through an Integrated Framework
A 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 comprehensive "defensive planning" structure. Host: Ray Sclafani.
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Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
The 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 capacity.
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Liz Ann Sonders: Inflation, AI, and the Next Market Cycle
Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP.
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Mollie Colavita: The Blueprint for Modern Advisory Success
The 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 Bartalos.
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Nate Fisher: Stay Focused on the Client Relationship | Next Gen
The 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 feel" would remain unchanged as it partnered with Carson..
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Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow
Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP.
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Eleni Mavromati: What It Takes to Be a Great Wealth Management COO
The 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 Bartalos.
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Katie Partridge: Financial Advice for Tech Founders | Next Gen
The 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 beyond what AI can offer.
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Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP.
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Nancy Daoud: The Changing Nature of Asset Allocation
The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos.
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