The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Barron's Advisor
Claim This Podcastby Barron's Advisor
4.6(48 reviews)
335 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
74
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality73
Social0
YouTube93
Engagement94
Podcast Overview
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Language
🇺🇲
Publishing Since
3/31/2020
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74
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality73
Social0
YouTube93
Engagement94
8
Excellent Areas
1
Good Performance
10
Growth Opportunities
excellent
Publishing Consistency
Every 7 days
Performing excellently!
good
Listener Reviews
139 reviews (4.2/5.0)
Recommendations available
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needs improvement
Show Notes Quality
2.0/5
Recommendations available
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Recent Episodes
July 14, 2026
Jill Zucker: Why AI Could Reprice Financial Advice
McKinsey & Company senior partner Jill Zucker discusses with host Steve Sanduski, CFP, how AI will reshape financial advice and what advisors need to do to thrive.
July 7, 2026
Evan Vladem: How I Mix a Passion for Sports With Financial Advice
Associated Investor Services advisor Evan Vladem shares with host Greg Bartalos how sports passion builds identity-based trust and deepens client relationships.
June 30, 2026
Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
Social Security expert Mary Beth Franklin shares with host Steve Sanduski, CFP, how advisors can simplify benefits for confident client retirement planning.
335 total episodes available with 165 transcripts
Recent guests on Barron's Advisor
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Jill Zucker
Guest
Evan Vladem
Guest
Mary Beth Franklin
Guest
Mike LaMena
Guest
Bob Pisani
Guest
Sarah Mouser
Guest
Lisa Westermark
Guest
Shirl Penney
Guest
Tom Freeman
Guest
Chris Todd
Guest
Alex Shahidi
Guest
Jason Early
Guest
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Frequently asked questions
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- What is Barron's Advisor?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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