Best Barrons Advisor Podcasts (2025)

1
Dane Burkholder: 3 Key Skills for Advisors | Next Gen 23:22

1h 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.By Barron's Advisor

1
Samantha Russell: What Works Right Now in Financial Advisor Marketing 48:34

2d 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.By Barron's Advisor

1
Episode 108 - Weed Whacker Faith 12:11

4d 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…

1
Mailbag: Federal Job Uncertainty & The Travel Bug 10:34

7d 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 …

1
10 Time-Tested Investment Principles for Volatile Markets 19:09

9d 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.By Barron's Advisor

1
Episode 107 - Collective Impact: A Conversation with Dr. Rudy Ruiz 30:33

11d 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 …

1
Eric Sontag: Solving for Intergenerational Challenges | Next Gen 24:39

14d 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.By Barron's Advisor

1
Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years 38:24

17d 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.By Barron's Advisor

1
Episode 106 - Wedding Day Warning 13:00

18d 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…

1
Mailbag: RMD Strategy, Emergency Funds and Long-Term Healthcare 12:12

22d 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…

1
Market Volatility Conversations: What Your Clients Need to Hear 49:03

24d 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…

1
Jennifer Wallace: Resilience and the Importance of Mattering at Work 25:28

24d 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.By Barron's Advisor

1
Episode 105 - CAUTION: Curves Ahead 17:07

25d 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…

1
James Taylor: The Power of Process | Next Gen 22:59

29d 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.”By Barron's Advisor

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

1M 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.By Barron's Advisor

1
Episode 104 - Lucky to be Wrong 12:09

1M 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,…

1
Want to Retire Early? Here’s What You Really Need to Know 8:55

1M 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…

1
How AI is Transforming Advisor-Client Relationships and Document Security 50:22

1M 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…

1
Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors 17:48

1M 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.By Barron's Advisor

1
Episode 103 - Yours, Mine, and Ours 12:46

1M 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…

1
Alanna Morey: Making Content and Connecting With Clients | Next Gen 21:33

1M ago21:33

21:33

The Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media.By Barron's Advisor

1
Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice 47:20

1M 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.By Barron's Advisor

1
How to Leverage PR as a Financial Advisor: Turn Articles into Clients 9:10

1M 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…

1
How Financial Advisors Can Get Free PR & Boost Credibility 10:34

1M ago10:34

10:34

Are you a financial advisor who wants to get free publicity? It’s easier to do than you might think. In this episode of the Financial Advisor Marketing Playbook, we’ll share how any financial advisor can get easily published in well-known media outlets without spending a dime. The Financial Advisor Marketing Playbook is a podcast/video series for h…

1
AI for Financial Advisors: Tools & Strategies for Growth 54:12

1M ago54:12

54:12

Supercharge your financial advisory practice with AI! Join Mark Mersman (USA Financial) and Craig Kirkpatrick (Optimal AdvisorAI) in this episode of Financial Advisor Marketing Playbook as they explore how to use AI compliantly to save time, improve client connections, and drive growth in their practice. Learn practical AI applications and get expe…

1
Episode 102 - Of Roots and Wings 14:25

2M ago14:25

14:25

We typically can’t see the roots of a living thing. They are down deep. But we can see the effects. Strong roots are vital to maturity in the development of our students thus giving them wings to soar. If left unappreciated, and unsupported, those wings will atrophy. This is a great responsibility. In this episode of the Educators Among Us podcast,…

1
Game Night: What We Can Learn About Financial Planning From Board Games 9:21

2M ago9:21

9:21

Monopoly, Battleship, Risk, and even Candyland. All of these are board games that you may have played with your family or friends at some point or another. But did you know they also hold valuable lessons for your financial life? From avoiding emotional attachment to your investments to managing risk, these games can teach us a lot about making sma…

1
Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need 20:35

2M ago20:35

20:35

The head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can respond to the priorities of clients and connect them with experts who “always deliver.” Host: Greg Bartalos.By Barron's Advisor

1
Episode 101 - I Don't Feel Like It 12:32

2M ago12:32

12:32

We all face a daily dilemma. What do I do now, and what do I do next? If you have too little time and too much to do, you’re not alone, especially as an educator. Discipline in choosing the most important tasks, even the hardest ones to do, is crucial to celebrating the victories you truly want to achieve. The question then becomes, will we comprom…

1
Molly Townsend: Empowering Clients With Financial Literacy | Next Gen 19:14

2M ago19:14

19:14

The senior wealth strategy associate at UBS says “I've become very passionate about employee education and making that part of each and every relationship that I work with.”By Barron's Advisor

1
Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making 38:57

2M ago38:57

38:57

How financial advisors can help clients break free from societal scripts and set goals that truly align with their values. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Episode 100 - We've Reached 100: But Who's Counting? 26:59

2M ago26:59

26:59

We all count things, don't we? Memorable things that happen, milestones of significance. These things we do each day add up, and they make a difference. For instance, here at Educators Fellowship, we just completed our 100th episode of the Educators Among Us Podcast! That’s a milestone, and we thank you so much for your support. But is the big numb…

1
The Things You Can Control in Retirement 8:25

2M ago8:25

8:25

In retirement planning, there are a lot of things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things that you can't. With so many variables out of our control, it’s essential to focus on what we can manage to ensure a peaceful and financially secu…

1
Jill Williams: Advice for Clients Facing Unexpected Retirement 20:07

2M ago20:07

20:07

The Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope. Host: Greg Bartalos.By Barron's Advisor

1
Episode 99 - The Critical Failure Line 14:36

2M ago14:36

14:36

What is your intolerance for compromise? Said another way, when you’ve seemingly done your best, are you satisfied, even if your “best” didn’t get the job done to expectations? It’s good to know your tolerance for compromise and your tolerance for failure. Where the rubber meets the road, we can’t just talk about getting it done. We’ve got to back …

1
Max Winthrop: 'Quirkiness Matters' | Next Gen 24:25

2M ago24:25

24:25

“I think people inherently have quirks and sometimes we seek to hide those quirks because we want to put up a professional facade,” says Max Winthrop, CEO of Winthrop. “I like to joke around and I think that also makes me approachable.”By Barron's Advisor

1
Geri Eisenman Pell: Succession Planning Tips for Financial Advisors 43:10

2M ago43:10

43:10

Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.By Barron's Advisor

1
Episode 98 - The WD40 of Life 9:54

2M ago9:54

9:54

Perspective is the “WD40 of Life. It improves attitude, knocks down negativity, creates a spirit of gratitude, and can help to overcome burnout, especially in the lives of effective educators. A joyful perspective can solve a lot of problems, and help you to succeed as you lead and work to educate others. In this episode of the Educators Among Us p…

1
Mailbag: Is Buying A Bigger Home In Retirement Crazy? 9:58

3M ago9:58

9:58

We’re excited to bring a new mailbag episode to the show! We have two great questions to tackle in today’s episode. First up, Becky asks if it would be crazy to buy a bigger house in retirement to accommodate her kids and grandkids and what factors she should consider before making that decision. Next, Donovan asks what he should focus on now at 45…

1
Tom Ruggie: What Financial Advisors Should Know About Collectibles 29:58

3M ago29:58

29:58

The CEO of Destiny Family Office discusses practical steps to help your clients value, protect, and pass on their collections. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Episode 97 - The Potency of Rapport 10:47

3M ago10:47

10:47

What do you want in life? What would it take to get it? Rapport is one of the most important tools we have to help each other accomplish the things we are trying to do. It enables teamwork and collaboration. Where rapport needs to be developed, it requires trust. So your first step, perhaps, is to trust first. Because trusting others helps them to …

1
Unexpected Lessons Learned While Navigating Challenges | Next Gen 19:54

3M ago19:54

19:54

Hollis Montgomery, a financial advisor at Morgan Stanley Wealth Management, discusses her maternity leave and how it made her team more efficient and brought members “so much closer.”By Barron's Advisor

1
Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations 13:23

3M ago13:23

13:23

Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos.By Barron's Advisor

1
Episode 96 - In Remembrance 11:59

3M ago11:59

11:59

Two things we know: One... we will all die. Two... if you are reading this, then it is safe to assume that we are very much alive. We can act accordingly, planning and taking care of details. We can also live with the end in mind, ensuring we make the very most of every moment we have on Earth. It begs the question: What will you do today that will…

1
Overrated, Underrated, or Rightly Rated? 12:19

3M ago12:19

12:19

Today we’re going have a little fun by playing a game of Overrated, Underrated, or Rightly Rated. We’re going to present some financial products or ideas and Mark will tell us which category he thinks they fall into. Join us as we discuss the importance of financial planning for retirement, including the benefits of setting up a Roth IRA and making…

1
Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun 30:19

3M ago30:19

30:19

Steward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Episode 95 - Trust Starts Up 10:06

3M ago10:06

10:06

Trust starts up. That means placing trust in your leaders. Supporting them, lifting them up. When trust starts with you and starts up, it benefits you, and the whole team. This is vital and is especially important to your impact as an educator. In this episode of the Educators Among Us podcast, your host Scott Barron, Chief Reinvention Officer with…

1
The Promise—and Peril—of Working With Family Members | Next Gen 23:59

3M ago23:59

23:59

Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA.By Barron's Advisor

1
Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs 25:08

3M ago25:08

25:08

The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos.By Barron's Advisor

1
Episode 94 - Of Course It's Personal 8:05

3M ago8:05

8:05

Our daily choices have personal consequences for others. People are personal, and so everything we do, is personal. Our work, our play, our preparation, our faith, our values and habits our choices…our life is personal. Too often, we overlook the impact we have in shaping the destiny of other people. And so, “of Course It’s Personal. In this episod…

Podcasts Worth a Listen

Barrons Advisor Podcasts

Podcasts Worth a Listen