Barron's Advisor

Jeff McMillan: Inside the RIA of 2030

Morgan Stanley’s former head of firmwide artificial intelligence looks inside the AI-powered advisory firm of 2030 and discusses what humans may still be uniquely needed

Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades

The Barron’s-ranked managing director of Kayne Anderson Rudnick explains why “difficult” clients can be a gift to financial advisors and describes how lighthearted moment

Barbara Trautlein: Bad Change Leadership Will Kill Good AI

The founder of Change Catalysts explains how leaders can turn resistance, uncertainty, and disruption into successful AI adoption. Host: Steve Sanduski, CFP. Hosted by

Scott Danner: How to Manage the Emotional Toll of Succession Planning

The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host:

Andrei Pop: Using an AI Workforce to Scale Your RIA

Humanity Labs’ founder discusses what happens when AI takes over the machine work and advisors are left to focus on the work only humans can do. Host: Steve Sanduski, CFP

Andrew Goldberg: Solving for Liquidity Concerns in Private Investments

To prevent panic selling, Cornerstone Alternatives’ managing partner says advisors should make sure clients understand liquidity constraints and that they should plan to

Carolyn McClanahan: Why Advisors Must Discuss Health With Clients

The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life. Host: Steve Sandusk

Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors

Lee, a founding partner at Summit Trail Advisors, and Nickow, a principal and advisor, discuss how the RIA develops internal talent. Host: Greg Bartalos. Hosted by Simp

Katie Cullen: What High-Growth RIAs Do Differently

The Head of BlackRock Business Consulting shares how growth-minded advisors can sharpen strategy, improve execution, and evolve from practitioners into enterprise leaders

Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams

The firm's head of practice strategy discusses the rise of mega-teams and how advisors can maximize growth. Host: Ray Sclafani. Hosted by Simplecast, an AdsWizz company

Jill Zucker: Why AI Could Reprice Financial Advice

The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growth. Host: Steve Sandu

Evan Vladem: How I Mix a Passion for Sports With Financial Advice

The Associated Investor Services advisor describes how building a team around a shared interest can establish identity-based trust and deepen relationships with clients a

Mary Beth Franklin: Social Security, Medicare, and Smarter Planning

The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions

Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations

“If you're looking for a premium valuation in the independent space, you have to have an integrated model,” says the RIA’s CEO, who adds that organic growth has a “huge i

Bob Pisani: Why Great Advice Is About Behavior, Not Bets

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 Sand

Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent

Wealth management firms should provide mentorship opportunities and transparent career paths, says the executive vice president of financial planning at Merit Financial A

Lisa Westermark: How to Seamlessly Hand Off Client Relationships

The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP.

Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know

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 Barta

Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients

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

Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves

The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adsw