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Barron's Advisor

Barron's Advisor
InvestimentosNegócios
Barron's Advisor
Último episódio

332 episódios

  • Barron's Advisor

    Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations

    23/06/2026 | 39min
    “For a premium valuation in the independent space, you have to have an integrated model,” and organic growth's impact on valuation is “huge" says the CEO. Host: Greg Bartalos.

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  • Barron's Advisor

    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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  • Barron's Advisor

    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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  • Barron's Advisor

    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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  • Barron's Advisor

    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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Sobre Barron's Advisor
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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InvestimentosNegócios

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