Wealth management from inside the practice.
Barron's Advisor is a practitioner-focused wealth management series built around interviews with wealth management professionals. Its conversations move from portfolio construction and market psychology to AI, business-owner planning, succession, and next-generation career paths.
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Barron's Advisor is a wealth management interview series about the business behind financial advice. It is designed for advisors, firm leaders, and industry professionals who want to understand how practices grow, compete, and stay relevant. The show works best when it treats advisory work as a blend of markets, psychology, operations, and trust. Recent episodes spend real time on portfolio construction, especially the challenge of building diversification that clients can understand and stick with. The conversations also return to client behavior. Guests describe why familiar stocks and bonds can feel safer than broader asset mixes, and why education matters most when markets make old assumptions uncomfortable. Practice growth is another major lane. Episodes cover business-owner clients, exit planning, succession, legacy, continuity, and the need to treat a private business as more than a balance-sheet line item. Technology is not treated as a side issue. AI appears as a productivity tool, a strategic separator between average and stronger firms, and a force that may change how advisors communicate, document meetings, and manage complex data. The show also looks beyond the traditional advisory account. Robert Crossley discusses wallets, fintech platforms, and a future where cash flow may be directed before an advisor enters the conversation. Market strategy episodes broaden the frame with inflation, retail trading, rapid rotations, and the pressure of short attention span money. Career-focused Next Generation episodes add a different rhythm. They highlight emerging leaders, non-advisor roles, business development, small-town practice building, and the long process of choosing the right firm partnership. The production is straightforward and professional. Hosts set up the business question, name the guest's context, and move into concrete experience rather than abstract inspiration. The tone can be promotional around industry events and sponsors, but the editorial center is still practical. It is a show about where advice is headed, told through people already working inside that change.
Made for: The show is for financial advisors, RIA leaders, wealth management professionals, business development professionals, and next-generation industry talent. It also fits investors who want to hear how advisors think about markets, clients, technology, and firm strategy.
What sets it apart: Barron's Advisor combines market discussion with practice-management detail, so portfolio ideas sit beside hiring, succession, client psychology, AI adoption, and business-owner planning. Its strongest episodes translate big industry shifts into advisor-level decisions.
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Based on 6 episodes we listened to · September 2026
Barron's Advisor translates market, technology, and leadership shifts into concrete questions about running an advisory practice and serving clients.
Barron's Advisor turns conversations with wealth-management leaders into working sessions on how advisory firms are built, run, and changed. Steve Sandusky brings an operator's curiosity to questions about growth, leadership, technology, and client service, while the Next…
An AI that answers client emails in your voice makes your practice plan feel due yesterday.
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Short reviews from the PlayNext desk, based on the episodes we processed.
Former business partners discuss AI in financial advice and the work advisors want to do.
Business coach Steve Sandusky and his former business partner Omani Carson talk through Carson's career, his firm's direction and the kind of work he still enjoys.
Saunders explains how market declines can hide beneath index levels and examines retail trading's role.
An index can look steady while parts of the market take turns falling. Lizanne Saunders uses that gap to explain why index levels can miss declines investors have already seen.
Nate Fisher weighs his father's retirement, client needs, and potential partners before joining Carson Wealth.
Planning for his father's retirement did not give Nate Fisher a quick answer about the small practice they shared. When Allison Tucci asks how long the decision took, he says years. Fisher weighed a buyout and the debt it could bring, then considered a merger or partnership.
Crossley asks where advisors fit when clients direct their money through a wallet.
Robert Crossley of Franklin Templeton considers what happens to retirement advice when clients direct their money through a wallet. He describes a retirement system built around stable, employer-based work, then looks at younger generations' greater interest in income over…
A wealth management COO on developing colleagues, building referrals and working with compliance.
Eleni Mavromati describes a wealth management COO's work through the routines that keep her team growing. She develops younger colleagues, talks through prospects, works with compliance and helps colleagues build relationships.
Jim Gold discusses Steward Partners' culture and his case for training new advisors through team apprenticeship.
Steward Partners CEO and founding partner Jim Gold talks with Steve Sandusky about the firm's equity ownership structure, its culture and the way advisor training has changed since the wirehouse days.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
John Furey discusses the strategic rebranding of his RIA consulting firm, Advisor Growth Services, and offers advice on when and how to rebrand effectively.
Barron's Advisor's WayForward podcast talks with Jim Gold, CEO, founding partner, and board member at Steward Partners, about building an RIA with about $40 billion in assets under management.
["Business coach Steve Sandusky opens Barron's Advisor: The Way Forward with Omani Carson, his longtime partner from Peak Advisor Alliance and Carson coaching, and sets up a 30-year friendship that includes their first class in October 2001 at Pacific Life in California.", "Carson says the ideas they taught 20 to 25 years ago still hold up, especially relentless burning desire, love affair marketing, systemization, and the move from selling to relationship-based prospecting.", "He argues that AI already catches '56,000 in tax errors in minutes' and says a belly-to-belly advisor is still 'two decades' from being replaced, while average firms risk falling behind great ones.", "The episode becomes personal when Carson explains the shift from Ron to Omani, the blueprinting process, the coffin-and-eulogy exercise, and the Dreamweaver and healing-center projects he now treats as legacy work."]
Alex Shahidi discusses building a truly diversified portfolio and shares insights on markets and investing opportunities.
Jason Early discusses how financial advisors can better serve business owner clients by treating their business as a central wealth driver and using technology for deeper planning.
Ray Sclafani interviews Michelle Magner about her integrated financial planning framework and career journey from portfolio manager to top advisor.
Kelly Gaur discusses her journey from pre-med to a non-advisor leadership role in wealth management, highlighting alternative career paths in the industry.
Barron's Advisor has Steve Sandusky speaking with Liz Ann Saunders, chief investment strategist at Charles Schwab, about inflation, AI, debt, the Fed, and international markets.
Nate Fisher, Managing Director at Carson Wealth’s Hanover office, describes building a practice in Norwich, Vermont, after growing up in rural New Hampshire and racing Division I ski at the University of New Hampshire.
Robert Crossley says the future shifts from accounts to wallets, and that AI agents may direct cash flow before advisors see it.
Eleni Mavromati describes how her path ran from Smith College in Northampton to Morgan Stanley, Stanford, and then Merrill Private Wealth Management in 2002.
Cameron Rogers discusses how she built a financial advisory business focused on women investors by emphasizing the big picture and stewardship of capital.
Doug Messina shares his personal story of how his family's financial struggles led him to become a financial advisor focused on building relationships.
John Furey discusses how his RIA consulting firm rebranded, using it as a case study for turning brand into a strategic asset.
Suzanne Syracuse discusses her career journey from launching Investment News to founding a consulting firm, offering lessons on reinventing yourself and your career.