PodcastsWirtschaftBarron's Advisor

Barron's Advisor

Barron's Advisor
Barron's Advisor
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  • Mary Ann Bartels: Tech and International Stocks to Rise in 2026
    Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    53:19
  • Troy Nelson: Building Strength Through Adversity
    The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    52:24
  • Tony Carpentieri: The Keys to a Successful Practice | Next Gen
    The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20:47
  • John Furey: When RIAs Should Rebrand—and How to Make the Call
    Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32:58
  • Debra Brennan Tagg: Challenges and Opportunities for Women in Finance
    The president of BFS Advisory Group shares tips to help women, particularly those in wealth management and business owners, advance in their careers. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    39:24

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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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