Barron's Advisor

Barron's Advisor

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About

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

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Recent episodes

  • Jennifer Marcontell: How to Scale Your Practice With a Human TouchSep 29, 2026 · 46 min
  • Jeff McMillan: Inside the RIA of 2030Sep 22, 2026 · 50 min
  • Spuds Powell: 6 Wealth Management Lessons Learned Over 3 DecadesSep 15, 2026 · 33 min
  • Barbara Trautlein: Bad Change Leadership Will Kill Good AISep 8, 2026 · 41 min
  • Scott Danner: How to Manage the Emotional Toll of Succession PlanningSep 1, 2026 · 28 min
  • Andrei Pop: Using an AI Workforce to Scale Your RIAAug 25, 2026 · 1 hr 1 min
  • Andrew Goldberg: Solving for Liquidity Concerns in Private InvestmentsAug 18, 2026 · 22 min
  • Carolyn McClanahan: Why Advisors Must Discuss Health With ClientsAug 11, 2026 · 39 min
  • Peter Lee and Jon Nickow: How to Nurture Future Financial AdvisorsAug 4, 2026 · 24 min
  • Katie Cullen: What High-Growth RIAs Do DifferentlyJul 28, 2026 · 49 min

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