Best Barrons Advisor Podcasts (2025)

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Ryan Moran: Top Tips for Working With Younger Clients | Next Gen 18:13

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20h ago18:13

18:13

The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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The 5 Biggest Pain Points in Retirement 13:39

1d ago13:39

13:39

Are you losing sleep over your retirement plan? You’re not alone, and this episode breaks down the most common financial pain points keeping retirees up at night. Mark shares the five biggest fears he sees in his own practice, from outliving savings to the crushing cost of long-term care. But more importantly, he offers clear, realistic strategies …

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Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis 31:28

3d ago31:28

31:28

A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 116 - It’s About Time 9:28

4d ago9:28

9:28

Timing is the secret sauce of nearly every story of success, and we can improve ours. Do you ever feel like you’re out of sync—rushing through lessons, reacting instead of responding, or missing the moments that matter most? Knowing when to act is just as important as what to do. But how do you master that sense of timing when every day feels unpre…

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Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection 41:34

10d ago41:34

41:34

Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network college football analyst and filmmaker, discuss the importance of storytelling, curiosity, and creating a culture where team members feel seen and heard. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Episode 115 - Failure and Innovation: A Conversation with Davies Owens 37:47

11d ago37:47

37:47

What is the future of education? Certainly, it includes Artificial Intelligence, and that is a new phenomenon to be sure. But the future still includes parents, motivation, kids who need support and encouragement and motivation, leaders who aspire to higher levels of organizational success, and clear communication across all facets. All of these th…

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Five People You Meet In Retirement 11:16

15d ago11:16

11:16

Retirement isn’t just a financial transition, it’s a complete lifestyle transformation. It marks the beginning of a new chapter that should be filled with purpose, connection, and well-being. In this episode, Mark draws inspiration from The Five People You Meet in Heaven to highlight the five essential people you should meet before you retire. Thes…

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Gina Thompson: Empowering Clients Through Education | Next Gen 21:47

16d ago21:47

21:47

“I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio director. “We aim to empower our clients through education.” Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained 43:46

17d ago43:46

43:46

Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 114 - Swing Thoughts 17:18

18d ago17:18

17:18

Challenges help us to grow. As in baseball, we have to keep “getting in the box” and taking that swing. Let’s ensure that when we do, we “swing like we mean it”. Purposefully, with focus, intention, hope, confidence, and resolute commitment. There’s nothing wrong with a swing and a miss, as long as you keep swinging. In this episode of the Educator…

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How Financial Advisors Can Build Trust and Keep Clients 13:23

21d ago13:23

13:23

Struggling with client retention or referrals? In this episode, Mark Mersman shares proven communication strategies for financial advisors to strengthen trust, improve client retention, and increase referrals. You'll discover four things your best clients likely believe—and why most clients leave not because of poor advice, but because of surprises…

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Max Lane: Tech and the Future of Wealth Management 27:47

24d ago27:47

27:47

Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 113 - Architecting the Future: A Conversation with Alan Metcalfe 30:23

25d ago30:23

30:23

Schools are a culture and a community. Families are coming together in pursuit of excellence in education. The buildings are a function of that work. How can we create buildings that inspire each other? How can we make our buildings more a part of our plan, and less about walls and square footage and classrooms? In this episode of the Educators Amo…

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Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen 23:19

29d ago23:19

23:19

The managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the company. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Retirement Myths That Need to be Busted 11:39

29d ago11:39

11:39

Retirement is meant to bring peace of mind, but that’s hard to achieve when your plans are based on ideas that aren’t completely true. Too many people head into retirement relying on outdated assumptions they’ve heard for years, without realizing the risks they carry. These myths can create a false sense of security, leaving critical gaps in your p…

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David DeVoe: How to Maximize Your RIA Firm’s Valuation 54:29

1M ago54:29

54:29

Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 112 - Leave the Door Unlocked 9:23

1M ago9:23

9:23

If you’ve ever found yourself lost, then you know how it feels to be found. To realize that you are loved and welcome to come inside. That’s the power of an unlocked door. It helps others to know that you care about them and want to welcome them in. Often, especially as educators, we are mandated to lock our doors. But leaving them unlocked can giv…

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Raj Bhatia: Don’t Shy Away From Hiring Your Own Child 19:39

1M ago19:39

19:39

The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 111 - Doing the Hard Things: A Conversation with Rob Bridges 29:43

1M ago29:43

29:43

Almost by definition, doing the hard things is not easy. It’s a choice. When you do hard things, you make yourself better. You show others what you’re willing to do in pursuit of excellence. And you make a difference that needs to be made, even when others are not as willing to try. All of these things are key in the role of educators, and for the …

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Kaden Bernstein: Key Ingredients for Success | Next Gen 19:09

1M ago19:09

19:09

The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Peter Wilken: The Biggest Branding Mistake Financial Advisors Make 48:15

1M ago48:15

48:15

Top marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Enhance Your Client Experience and Grow Your Practice with This Simple Tool 8:43

1M ago8:43

8:43

How well do you really know your clients? In this inaugural episode of the Financial Advisor Marketing Playbook Mark Mersman, Chief Marketing Officer at USA Financial, shares a really simple idea to leverage your clients’ interests and turn them into a marketing opportunity for you. The Financial Advisor Marketing Playbook is a podcast/video series…

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Episode 110 - We Are Family 11:54

2M ago11:54

11:54

Mixing families into the emotional ecosystem of a school yields predictable struggle. Schools, like families, are places where learning, growth, failure, creativity, and maturity occur. Schools are difficult by design! They contain all of the ideal ingredients needed for adversity, rumbling, and strife. It’s no wonder they, like family, are messy a…

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You're Asking The Wrong Questions 10:14

2M ago10:14

10:14

Most people approach retirement planning with a list of questions in hand, but what if you're asking the wrong questions? In this episode, Mark unpacks why traditional thinking about retirement often leads people astray. If you’ve ever fixated on your “magic number” for retirement or chased high returns, Mark will show you how those concerns might …

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Joe McLean: Winning Strategies for Advisors Who Serve Athletes 24:06

2M ago24:06

24:06

The managing partner at MAI Capital Management discusses his time as a professional basketball player and how that experience helps him connect with and create successful outcomes for clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Client Event Marketing Secrets: How This Financial Advisor Builds Relationships 1:11:28

2M ago1:11:28

1:11:28

Want to create client events that are more than just a meet-and-greet? In this episode of the Financial Advisor Marketing Playbook, Mark Mersman sits down with Jeff Bush, founder of WellSpring Financial, to uncover the secrets of successful client event marketing. Jeff shares real-world examples of events that have worked wonders for his firm, and …

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Episode 109 - Learning is a Pain 9:12

2M ago9:12

9:12

Life is a quest in pain. It is an unavoidable journey, and it is inevitable. But how we respond to pain is elective. Suffering is a choice. When we go through the pain of learning, we can grow in ways we had never thought possible before. As an educator, that growth allows us to teach what we’ve learned and to share the pain with others as they see…

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Dane Burkholder: 3 Key Skills for Advisors | Next Gen 23:22

2M ago23:22

23:22

The ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Samantha Russell: What Works Right Now in Financial Advisor Marketing 48:34

2M ago48:34

48:34

The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 108 - Weed Whacker Faith 12:11

2M ago12:11

12:11

Life is impossible without placing our faith and trust in people, in principles, in practices, in possibilities, in plausibility, and in promises. The things we would hold onto the most are the things that require faith to let go. Faith is personal. However, the discipline of faith is very public and shows others a glimpse into our character. In th…

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Mailbag: Federal Job Uncertainty & The Travel Bug 10:34

2M ago10:34

10:34

In this mailbag episode, Mark tackles two listener questions from opposite ends of the retirement spectrum. One faces a potential layoff, and the other dreams of seeing the world. Different situations, same goal: a secure, flexible retirement. Mark shares clear, practical strategies for both, including how to build financial resilience, strengthen …

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10 Time-Tested Investment Principles for Volatile Markets 19:09

2M ago19:09

19:09

Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stay calm and stick with their investment plans amid whipsawing markets. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 107 - Collective Impact: A Conversation with Dr. Rudy Ruiz 30:33

2M ago30:33

30:33

What is Collective Impact? It’s a term used to describe aligning community efforts around shared educational goals. It means that teachers who work together, lifting each other up, and focus on common outcomes of excellence in education can make the strongest impact on others. Transparency, shared accountability and collaboration are things we can …

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Eric Sontag: Solving for Intergenerational Challenges | Next Gen 24:39

2M ago24:39

24:39

“Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to start,” says the president of Wealthspire Advisors. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years 38:24

2M ago38:24

38:24

Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 106 - Wedding Day Warning 13:00

2M ago13:00

13:00

What we say matters. Our words are important and when well-intended, they can make a tremendous difference to those who will listen. But timing is also crucial. There is a time to provide an opinion, and a time to let it go. Difficult moments, emotional days, and stressful situations may not be the best time to share our words of wisdom. Weddings a…

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Mailbag: RMD Strategy, Emergency Funds and Long-Term Healthcare 12:12

3M ago12:12

12:12

In this listener Q&A episode, Mark answers some of the questions that keep people up at night, from long-term healthcare without the monthly drain to how much to actually have in your emergency fund. We walk through strategies like Roth conversions, qualified charitable distributions, and alternative ways to cover long-term care costs, all with the…

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Market Volatility Conversations: What Your Clients Need to Hear 49:03

3M ago49:03

49:03

In this episode of Financial Advisor Marketing Playbook, I’m joined by Senior Advisory Business Consultant Kevin Roskam to discuss navigating market volatility with clients. With markets experiencing recent fluctuations, we’ll dive into understanding investor sentiment, differentiating between working and retired clients, and addressing common advi…

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Jennifer Wallace: Resilience and the Importance of Mattering at Work 25:28

3M ago25:28

25:28

“We talk a lot in the workplace about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 105 - CAUTION: Curves Ahead 17:07

3M ago17:07

17:07

Things happen. School happens! Changes will take place. Our path is a curvy one, with unending surprises. We have choices to make. Because we are responsible for the outcome, no matter what caused the change. How we handle the unexpected is the most accurate revelation of our true character. In this episode of the Educators Among Us podcast, host S…

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James Taylor: The Power of Process | Next Gen 22:59

3M ago22:59

22:59

“I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Group at Morgan Stanley. “That’s because every single aspect of our business has a process around it.” Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA 43:30

3M ago43:30

43:30

Inside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 104 - Lucky to be Wrong 12:09

3M ago12:09

12:09

Being wrong happens to all of us, especially as we work towards excellence in education. But are we always willing to hear “the truth”? Can we handle the truth? As educators, we must be skilled at giving and receiving feedback—even when it's hard. Because heeding advice is on the pathway to wisdom. In this episode of the Educators Among Us podcast,…

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Want to Retire Early? Here’s What You Really Need to Know 8:55

3M ago8:55

8:55

For many, the dream of retiring before the traditional age of 65 is appealing, but it comes with its own set of challenges and considerations. In this episode, Mark explores the nuanced challenges of early retirement, from financial preparedness to managing longevity risk and the often-overlooked emotional aspects of leaving the workforce. Here’s s…

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How AI is Transforming Advisor-Client Relationships and Document Security 50:22

3M ago50:22

50:22

Join Mark Mersman as he sits down with Kristian Borghesan, CMO of Future Vault, to discuss the evolution of the modern financial advisor and the challenges Future Vault helps solve in the wealth management industry. Kristian shares insights into Future Vault's AI-powered digital vault technology, designed to streamline document handling, enhance se…

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Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors 17:48

3M ago17:48

17:48

The Barron’s-ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 103 - Yours, Mine, and Ours 12:46

3M ago12:46

12:46

When we can trust each other as a team, everything improves. Trust enables us to feel safe, to take risks and to solve issues. Together. Education, at it’s best, is a model of teamwork, bringing exponential blessings when we are raised to the “Power of Us” In this episode of the Educators Among Us podcast, host Scott Barron, Chief Reinvention Offic…

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Alanna Morey: Making Content and Connecting With Clients | Next Gen 21:33

3M ago21:33

21:33

The Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice 47:20

3M ago47:20

47:20

Dennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your advisory practice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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How to Leverage PR as a Financial Advisor: Turn Articles into Clients 9:10

3M ago9:10

9:10

So, you got published in a newspaper, magazine, or some other publication. Now what? In this episode of Financial Advisor Marketing Playbook, I’ll share 8 easy steps you can take to leverage your newly found fame. The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committ…