Barron's Advisor

Investimentos Negócios

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331 episódios

Bob Pisani: Why Great Advice Is About Behavior, Not Bets
16/06/2026 | 44min
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
09/06/2026 | 38min
Wealth management firms should provide mentorship opportunities and transparent career paths, says Merit Financial Advisors' executive vice president of financial planning. Host: Greg Bartalos.

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Lisa Westermark: How to Seamlessly Hand Off Client Relationships
02/06/2026 | 44min
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
26/05/2026 | 18min
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
19/05/2026 | 40min
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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