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Barron's Advisor

Barron's Advisor
Economía y empresaInversión
Barron's Advisor
Último episodio

319 episodios

  • Barron's Advisor

    Michelle Magner: Powering Growth Through an Integrated Framework

    24/03/2026 | 52 min
    A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani.

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  • Barron's Advisor

    Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen

    19/03/2026 | 24 min
    The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity.

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  • Barron's Advisor

    Liz Ann Sonders: Inflation, AI, and the Next Market Cycle

    17/03/2026 | 55 min
    Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP.

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  • Barron's Advisor

    Mollie Colavita: The Blueprint for Modern Advisory Success

    10/03/2026 | 19 min
    The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos.

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  • Barron's Advisor

    Nate Fisher: Stay Focused on the Client Relationship | Next Gen

    05/03/2026 | 21 min
    The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson..

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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Economía y empresaInversión

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