Barron's Advisor | Podcast kostenlos online hören

339 Episoden

Carolyn McClanahan: Why Advisors Must Discuss Health With Clients
11.08.2026 | 39 Min.
The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life. Host: Steve Sanduski, CFP.

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Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors
04.08.2026 | 24 Min.
Lee, a founding partner at Summit Trail Advisors, and Nickow, a principal and advisor, discuss how the RIA develops internal talent. Host: Greg Bartalos.

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Katie Cullen: What High-Growth RIAs Do Differently
28.07.2026 | 49 Min.
The Head of BlackRock Business Consulting shares how growth-minded advisors can sharpen strategy, improve execution, and evolve from practitioners into enterprise leaders. Host: Steve Sanduski, CFP.

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Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams
21.07.2026 | 47 Min.
The firm's head of practice strategy discusses the rise of mega-teams and how advisors can maximize growth. Host: Ray Sclafani.

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Jill Zucker: Why AI Could Reprice Financial Advice
14.07.2026 | 50 Min.
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 Sanduski, CFP.

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