Best Barrons Advisor Podcasts (2025)

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Suzanne Siracuse: How to Reinvent Yourself and Your Career 34:58

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3d ago34:58

34:58

The former publisher turned wealth management consultant discusses the power of authentic relationships, the lessons she learned from her career change, and why advisors should “give back.” Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Conventional Wisdom Is Failing You 11:27

1d ago11:27

11:27

Conventional wisdom sounds safe, but it can be deceiving. “You can’t go wrong with real estate.” “A mortgage is good debt.” “If your investments aren’t working, just try something else.” Sound familiar? In retirement planning, these rules of thumb can be misleading, or even dangerous. In this episode, Mark unpacks common money myths and shows how b…

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AI vs. Financial Advisors: Strategies to Future-Proof Your Practice 9:44

3d ago9:44

9:44

AI is reshaping every industry, and financial advice isn’t immune. Are you prepared? In this episode of The Financial Advisor Marketing Playbook, Mark Mersman unpacks a recent Microsoft study ranking personal financial advisors among the occupations most at risk of AI disruption—and explains why some advisors should be worried. More importantly, he…

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Episode 125 - Shambolic Leadership: Mastery in Chaos 11:59

4d ago11:59

11:59

When life in schools feels messy, unpredictable, or even overwhelming, educators are the ones who hold steady and bring direction. Chaos is inevitable in the classroom, in leadership, and in our personal lives. What matters is how we respond. Every educator is a leader, and every leader is an educator. So, we must respond well. In this episode of E…

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Emily Malone: It’s Never too Late to Become an Advisor | Next Gen 22:46

8d ago22:46

22:46

The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook 55:44

10d ago55:44

55:44

The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 124 - Inspiring Greatness: A Conversation with Jennifer Rower 40:52

11d ago40:52

40:52

Every student deserves a chance to discover purpose and hope, even when life has stacked the odds against them. For those in foster care, incarceration, addiction recovery, or living on the margins of the education system, school can feel disconnected from reality. But with the right culture, teachers, and leadership, education can become the bridg…

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The Retirement Restaurant: Menu for Financial Success 12:10

15d ago12:10

12:10

What do restaurants and retirement planning have in common? More than you might think. In this episode, Mark uses memorable restaurant stories—from the days of smoking vs. non-smoking sections to “pick two” menu rules—to explain some of the most important lessons in investing. You’ll never look at a menu, or your portfolio, the same way again. Here…

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Josh Bronstein: ‘Playing the Long Game Is Key’ 51:28

18d ago51:28

51:28

“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Episode 123 - Joy in the Journey 14:05

18d ago14:05

14:05

Some people seem to carry joy like a light inside them, through conflict, through stress, even through burnout. Where does that kind of joy come from, and how do we hold on to it when life pulls at every thread? The truth is, educators are often among the most joy-filled and the most joy-drained people we know, all in the same week. But there’s a w…

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Riley Saunders: The Psychology of Financial Planning | Next Gen 22:03

23d ago22:03

22:03

“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors 54:19

25d ago54:19

54:19

The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 122 - Bridging Troubled Waters 13:14

25d ago13:14

13:14

There’s no avoiding the chaos some days bring. Conflicts flare, emotions run high, and the weight of the world settles on your shoulders like a storm cloud that refuses to move. But in the middle of it all, how we respond can make all the difference. Not just for ourselves, but for those around us. The question isn’t whether the waters will rise, b…

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Mark’s Financial Superlatives 11:58

1M ago11:58

11:58

📱 Have questions about your retirement strategy? Connect with Mark to get personalized guidance: 👉 https://retirementhuddle.com/#contact Remember those high school superlatives? “Most Likely to Succeed” or “Best Hair?” Well, Mark is handing out his own class superlatives… for the financial world. In this episode, Mark names the best and worst perfo…

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Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut 17:19

1M ago17:19

17:19

Welling discusses the philosophy behind Mercer’s aggressive acquisition strategy, which has increased assets under management by seven-fold since he joined the company in 2017. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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2025 Seminar Marketing Trends for Financial Advisors 7:56

1M ago7:56

7:56

In this episode of the Financial Advisor’s Marketing Playbook, Mark Mersman breaks down the latest seminar marketing trends based on real-world data collected over the past several years at USA Financial. He explores the age-old question every advisor faces: Should you serve a meal at your seminar or not? Mark compares response rates from meal and …

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Episode 121 - Finding Serenity as an Educator 34:43

1M ago34:43

34:43

Being an educator can feel like navigating a storm at sea. There are days when the pressure is relentless, the challenges stack up, and the expectations never seem to ease. But even in the chaos, there is a path to peace. It’s called the Serenity Prayer In this episode of Educators Among Us, School Growth’s Scott and Tammy Barron talk about how the…

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Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen 22:39

1M ago22:39

22:39

The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Evan Osnos: What Advisors Need to Know About the New Gilded Age 59:48

1M ago59:48

59:48

The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 120 - Respect the Rumble 12:18

1M ago12:18

12:18

What if life had rumble strips—those loud, vibrating warnings that jolt you back on course when you’re drifting? In many ways, it does. Feedback comes in all forms, from a gut feeling to a colleague’s tough words. The key question is: Are you paying attention? In this episode of the Educators Among Us Podcast, Scott Barron, Chief Reinvention Office…

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How a Top Morgan Stanley Doctor Helps Clients Stay Healthy 24:40

2M ago24:40

24:40

Dr. Kim Henderson, the head of health and wellness education, discusses how she applies her medical expertise to help the firm’s advisors when clients face health-related challenges. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 119 - They May Never Know 10:40

2M ago10:40

10:40

As educators, we have learned that appreciation for our efforts is not always instant, and it’s not always visible. Our students, our parents, even our leaders may never know the hard work we put in, the sacrifices we make, and the love we pour into our profession and our people. But we know, and we know that our sacrifice is our own reward. In thi…

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Tom Klingman: The Best Things About Independence | Next Gen 25:57

2M ago25:57

25:57

Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.” Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Financial Proverbs: Old Sayings, Real Retirement Lessons 10:11

2M ago10:11

10:11

📱 Have questions about your retirement strategy? Connect with Mark to get personalized guidance: 👉 https://retirementhuddle.com/#contact You’ve heard them your whole life, classic proverbs like “Don’t put all your eggs in one basket” or “A bird in the hand is worth two in the bush.” But did you know these old sayings can teach you a lot about how t…

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Edward Fishman: Weaponizing Finance and What It Means for Portfolios 45:28

2M ago45:28

45:28

The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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A Simple Way to Connect With The Next Generation 9:06

2M ago9:06

9:06

In this episode of The Financial Advisor Marketing Playbook, Mark Mersman shares a smart, strategic way for financial advisors to turn the often-overlooked trusted contact form into a powerful marketing opportunity. By reframing this regulatory requirement as a chance to connect with the next generation—especially the “alpha child” often listed as …

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Episode 118 - What Did You Expect? 15:20

2M ago15:20

15:20

Expectations shape everything, from how we see the day ahead to how we lead and build trust. We all carry expectations into our work, our relationships, and our daily routines, but too often they’re unspoken, unrealistic, or undefined. When that happens, conflict thrives and trust erodes. This episode explores why clear expectations are essential f…

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Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business 41:48

2M ago41:48

41:48

The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 117 - See More Clearly 12:23

2M ago12:23

12:23

We, as teachers, are expected to know everything. Of course, that is impossible and unrealistic. Try as we might, the best we can do is to ask better questions. Asking better questions of ourselves is the only way we can get the answers we need to continue to improve. Perhaps we are truly at our best when we realize we don’t know it all. In this ep…

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Ryan Moran: Top Tips for Working With Younger Clients | Next Gen 18:13

2M ago18:13

18:13

The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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The 5 Biggest Pain Points in Retirement 13:39

2M ago13:39

13:39

Are you losing sleep over your retirement plan? You’re not alone, and this episode breaks down the most common financial pain points keeping retirees up at night. Mark shares the five biggest fears he sees in his own practice, from outliving savings to the crushing cost of long-term care. But more importantly, he offers clear, realistic strategies …

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Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis 31:28

2M ago31:28

31:28

A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 116 - It’s About Time 9:28

2M ago9:28

9:28

Timing is the secret sauce of nearly every story of success, and we can improve ours. Do you ever feel like you’re out of sync—rushing through lessons, reacting instead of responding, or missing the moments that matter most? Knowing when to act is just as important as what to do. But how do you master that sense of timing when every day feels unpre…

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Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection 41:34

2M ago41:34

41:34

Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network college football analyst and filmmaker, discuss the importance of storytelling, curiosity, and culture. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 115 - Failure and Innovation: A Conversation with Davies Owens 37:47

2M ago37:47

37:47

What is the future of education? Certainly, it includes Artificial Intelligence, and that is a new phenomenon to be sure. But the future still includes parents, motivation, kids who need support and encouragement and motivation, leaders who aspire to higher levels of organizational success, and clear communication across all facets. All of these th…

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Five People You Meet In Retirement 11:16

3M ago11:16

11:16

Retirement isn’t just a financial transition, it’s a complete lifestyle transformation. It marks the beginning of a new chapter that should be filled with purpose, connection, and well-being. In this episode, Mark draws inspiration from The Five People You Meet in Heaven to highlight the five essential people you should meet before you retire. Thes…

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Gina Thompson: Empowering Clients Through Education | Next Gen 21:47

3M ago21:47

21:47

“I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio director. “We aim to empower our clients through education.” Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained 43:46

3M ago43:46

43:46

Orion’s chief behavioral officer discusses how advisors can guide clients through fear, bias, and emotionally charged decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 114 - Swing Thoughts 17:18

3M ago17:18

17:18

Challenges help us to grow. As in baseball, we have to keep “getting in the box” and taking that swing. Let’s ensure that when we do, we “swing like we mean it”. Purposefully, with focus, intention, hope, confidence, and resolute commitment. There’s nothing wrong with a swing and a miss, as long as you keep swinging. In this episode of the Educator…

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How Financial Advisors Can Build Trust and Keep Clients 13:23

3M ago13:23

13:23

Struggling with client retention or referrals? In this episode, Mark Mersman shares proven communication strategies for financial advisors to strengthen trust, improve client retention, and increase referrals. You'll discover four things your best clients likely believe—and why most clients leave not because of poor advice, but because of surprises…

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Max Lane: Tech and the Future of Wealth Management 27:47

3M ago27:47

27:47

Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 113 - Architecting the Future: A Conversation with Alan Metcalfe 30:23

3M ago30:23

30:23

Schools are a culture and a community. Families are coming together in pursuit of excellence in education. The buildings are a function of that work. How can we create buildings that inspire each other? How can we make our buildings more a part of our plan, and less about walls and square footage and classrooms? In this episode of the Educators Amo…

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Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen 23:19

3M ago23:19

23:19

The managing director at Pathstone discusses the firm’s philosophy for making deals, how it values firms, and how employees can build equity in the company. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Retirement Myths That Need to be Busted 11:39

3M ago11:39

11:39

Retirement is meant to bring peace of mind, but that’s hard to achieve when your plans are based on ideas that aren’t completely true. Too many people head into retirement relying on outdated assumptions they’ve heard for years, without realizing the risks they carry. These myths can create a false sense of security, leaving critical gaps in your p…

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David DeVoe: How to Maximize Your RIA Firm’s Valuation 54:29

3M ago54:29

54:29

Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 112 - Leave the Door Unlocked 9:23

3M ago9:23

9:23

If you’ve ever found yourself lost, then you know how it feels to be found. To realize that you are loved and welcome to come inside. That’s the power of an unlocked door. It helps others to know that you care about them and want to welcome them in. Often, especially as educators, we are mandated to lock our doors. But leaving them unlocked can giv…

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Raj Bhatia: Don’t Shy Away From Hiring Your Own Child 19:39

3M ago19:39

19:39

The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Episode 111 - Doing the Hard Things: A Conversation with Rob Bridges 29:43

3M ago29:43

29:43

Almost by definition, doing the hard things is not easy. It’s a choice. When you do hard things, you make yourself better. You show others what you’re willing to do in pursuit of excellence. And you make a difference that needs to be made, even when others are not as willing to try. All of these things are key in the role of educators, and for the …

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Kaden Bernstein: Key Ingredients for Success | Next Gen 19:09

4M ago19:09

19:09

The Morgan Stanley financial advisor discusses the importance of knowing your limits, ways to avoid burnout, and the benefits of surrounding yourself with kindred spirits. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Peter Wilken: The Biggest Branding Mistake Financial Advisors Make 48:15

4M ago48:15

48:15

Top marketer behind Coca Cola, Disney, and McDonald’s delivers a masterclass in brand strategy for growing your advisory firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor