Barron's Advisor

222 Episodes

1. Nayan Ranchhod: How Couples Are Thinking About Money and Retirement

   Published: 7/30/2024
2. Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA

   Published: 7/23/2024
3. Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture

   Published: 7/16/2024
4. Leslie Zane: The New Rules of Persuasion for Financial Advisors

   Published: 7/9/2024
5. Peter Mallouk: Why Demand for Financial Advisors Will Only Increase

   Published: 7/2/2024
6. 'Resistance Money’: Decoding Bitcoin’s True Value Proposition

   Published: 6/25/2024
7. Joe McQuaid: How to Build the Best Tech Stack for Your RIA

   Published: 6/18/2024
8. Rick Kent: How I Scaled My RIA Into a $10 Billion Firm

   Published: 6/11/2024
9. Cozy Wittman: Mastering the Brutal College Planning Process

   Published: 6/4/2024
10. Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed

    Published: 5/28/2024
11. Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’

    Published: 5/21/2024
12. Jeff Brown: How to Successfully Transition From Advisor to CEO

    Published: 5/14/2024
13. Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth

    Published: 5/7/2024
14. Jon Foster: Multigenerational Planning and the Psychology of Wealth

    Published: 4/30/2024
15. Andy Schell: Leadership Lessons From the High Seas

    Published: 4/23/2024
16. Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent

    Published: 4/16/2024
17. Rick Buoncore: M&A Strategy and the Importance of Culture in Deals

    Published: 4/9/2024
18. Vinay Nair: Using AI to Personalize Wealth Management at Scale

    Published: 4/2/2024
19. Kay Lynn Mayhue: How to Create a Culture of Personal Development

    Published: 3/26/2024
20. Ron Carson: Lessons in Leadership for Financial Advisors

    Published: 3/19/2024