The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Barrons Advisor Podcasts
The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-res ...
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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
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Ric Edelman is the nation’s most acclaimed financial advisor, the #1 New York Times bestselling author of 11 books on personal finance with more than one million copies in print in seven languages, and founder of the nation’s largest financial planning firm, ranked #1 for quality by Consumer Reports. Every weekday, Ric gives you the information you need about the five personal finance topics that matter most today: longevity, retirement security, exponential technologies, digital assets, and ...
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Welcome to the Educators Among Us Podcast! We are devoted to walking the journey with those who heed the call to teach, coach, lead, and serve at all levels of education. We speak your language and understand the challenges you face because we've been there too. We get it and we got you! This podcast is uniquely designed to share inspiring messages that connect with the heart of your life's work. This includes candid conversations with and about unusually impactful educators, exploring their ...
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The Smoko Podcast is a show that highlights the stories of women working in non-traditional roles. The scoundrels working in STEM, Trades, and Ag; and the organizations supporting them. The Smoko Podcast is sponsored by Peggy Workwear: technical workwear designed by women, for women. From the shop floor to the boardroom, Peggy Workwear creates workwear which fits and functions for your everyday. Whatever that may be! After all, we've been in your boots. www.peggyworkwear.ca
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In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
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Debra Brennan Tagg: Challenges and Opportunities for Women in Finance
39:24
39:24
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39:24The 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/adchoicesBy Barron's Advisor
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Chelsea Barron: Red Seal machinist, BCIT Instructor, and advisor for the National Indigenous Tradeswomen Advisory Circle
43:55
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43:55Take a break, we’re on Smoko! This week, we’re joined by Chelsea Barron, an Indigenous Two-Spirit Red Seal Machinist, instructor at BCIT, and advocate for representation in the trades.Chelsea shares her remarkable journey from discovering the trades through BCIT’s Women in Trades program, to becoming its first full-time female machinist instructor.…
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Episode 137 - Silent Timber: Becoming More than Noise Makers
12:38
12:38
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12:38There are days when communication feels harder than it should. You speak thoughtfully, you reach out with the best intentions, yet the message lands short or gets lost. If it seems like no one is listening, remember that communication isn't about what we say. It's about what they trust to be true. And so the question becomes, "Why should they liste…
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Heather Robison: Success in a Small Town | Next Gen
18:23
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18:23Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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The Worst Investors (and What the Best Do Differently)
8:54
8:54
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8:54In this episode, Mark explores common pitfalls that can make or break your investing journey. The conversation sheds light on how mindset and habits set successful investors apart, while emphasizing the ongoing importance of financial education. Curious if you might be making the same mistakes as the worst investors? If you want better results, sta…
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Gerard Barron, CEO, The Metals Company – Depth Perception: Harvesting critical minerals from the ocean floor (Re-Broadcast)
26:19
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26:19Today, we're hopping back into the archive and revisiting an episode with Gerard Barron, the co-founder, CEO, and chairman of The Metals Company, who joined us to discuss the company’s plans to harvest critical metals off the sea floor. Summary: The Trump administration has made American reindustrialization a top priority, but to do that, the US is…
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The Power of Storytelling: 3 Essential Stories Every Financial Advisor Needs
17:19
17:19
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17:19In this episode of Financial Advisor Marketing Playbook, Mark Mersman reveals how storytelling can transform your marketing and client relationships. Learn the three foundational stories every advisor needs: your origin story to build trust, your client transformation story to demonstrate results and empathy, and your philosophy story to define you…
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Alison Dooher: Why Data Is the Engine Behind RIAs That Scale
36:20
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36:20Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Episode #4: How to Graduate College Debt-Free in 4 Years
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39:39Hey there! This is the final episode of my special four-part series on college, and honestly, it might be the most important one yet. I'm sharing this with you to celebrate the launch of my 14th book, The Truth About College, hitting stores on December 4th. Today, I'm giving you the strategies you've been waiting for - eight powerful ways to help y…
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Episode 136 - Disputable Matters Without Being Disputable
15:10
15:10
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15:10Not everything deserves a reaction or a response. Things like the email that stings, the comment in a meeting, the post online that you know is wrong. You can't fight every battle and still have energy left for the work and people that matter most. Learning which issues deserve your voice, and which ones don't, shows wisdom and discernment. In this…
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Clemens Stockreiter, Founder and CEO, RE:CIRCLE Solutions – Waste Not, Want Not: Building data-driven circular food economies
14:42
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14:42Across the United States, discarded food too often ends up just rotting in landfills. But one company in California is harnessing the power of data to make sure those valuable nutrients don't go to waste. Clemens Stockreiter is the Founder and CEO of RE:CIRCLE Solutions, a company transforming pre-consumer food byproducts into sustainable animal fe…
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Toby Michaud: Wildlife biologist, WinSETT, and principal at Linkside Consulting
55:43
55:43
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55:43Take a break, we’re on Smoko! This week we sit down with the thoughtful and dynamic Toby Michaud, a former wildlife biologist, DEI advocate, and founder of a facilitation practice centered on inclusion, equity, and collaborative leadership. With over 25 years of experience in STEM and a deep commitment to creating systems where everyone feels seen,…
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John Nersesian: Make These Tax Moves Before 2026 Arrives
29:54
29:54
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29:54Pimco’s head of advisor education offers guidance on recent tax changes, covering investments, income tax, retirement, and legacy planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Episode #3: Make This Mistake, and College Will Lead to Your Teen's Ruin
17:55
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17:55In this third episode of my special college series, I'm going to give you some hard truths that might make you uncomfortable – but they could save your teen's financial future. I start by revealing a shocking statistic: engineering graduates earn $73,000 five years after graduation, while psychology majors earn just $40,000 – yet both degrees cost …
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We're better together. But we can become divided. When challenges rise and tensions build, the real test of any team isn't how talented they are, it's how united they stay. When people stick together through the messy, complicated parts, they create something stronger than "Us vs Them" can ever achieve. In this episode of Educators Among Us, host S…
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Nate Lenz: Key Wealth Management Trends | Next Gen
30:22
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30:22The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Mastering the Variables of Retirement Success
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13:06Wondering if you're truly ready for retirement? Retirement planning isn't one-size-fits-all, and your plan should be as unique as your fingerprint. In this episode, Mark tackles the most important and often overlooked, questions everyone faces as they plan for life's biggest transition. Discover the surprising factors that shape your retirement pat…
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Maja Vujinovic, CEO of Digital Assets, FG Nexus – Cutting Out the Middleman: How Ethereum is changing global finance (Part 2)
18:28
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18:28Please enjoy the second part of our conversation with Maja Vujinovic where we break down staking, the evolving crypto regulatory environment, and how the emergence of AI could influence blockchains. Maja is the CEO of Digital Assets at FG Nexus, which trades under the symbol FGNX and specializes in ETH accumulation, yield generation and real-world …
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Scott Sparks: How Starting in Insurance Gave His Firm an Advantage.
56:13
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56:13The founder and CEO of Sparks Financial discusses his firm's evolution from insurance to comprehensive wealth advisor, emphasizing multi-generational planning, tax mitigation, and a unique "second opinion" service. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Episode #2: What College is Really All About
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25:49Hey there! This is part two of my special podcast series celebrating my new book, "The Truth About College," coming December 4th. Today, I'm taking you on what might be the most important detour we'll make in this entire series. I want to talk to you about something most families completely miss when discussing college: lifestyle and money. Before …
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What do you see when you look at the people around you? Sometimes it's easier to notice flaws, frustrations, and failures. But the greatest educators have a different kind of vision. They see potential where others see problems. They treat people as if they already are who they could become. They get it, and that changes everything. In this episode…
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Maja Vujinovic, CEO of Digital Assets, FG Nexus – Cutting Out the Middleman: How Ethereum is changing global finance (Part 1)
22:29
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22:29If you hear words like 'crypto', 'Ethereum' and 'Blockchain' and feel confused, you're definitely not alone. Today, we're sitting down with someone who's been in crypto since long before it became the hot new thing, and getting her insight into how it works, and why it matters. Maja Vujinovic is the CEO of Digital Assets at FG Nexus, which trades u…
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Kihana Wilson: The Astro Stud, Astrophysicist, and STEM Communicator
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55:44Take a break, we’re on Smoko! This week we sit down with astrophysicist, science communicator, and STEM icon Kihana Wilson, known online as The Astro Stud. Kihana shares her incredible journey from a curious 10-year-old discovering a life-changing astronomy book in her school library, to becoming a post-baccalaureate researcher at Argonne National …
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Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
20:16
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20:16The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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From SEO to AEO: How Financial Advisors Can Rank in ChatGPT & Google AI
12:36
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12:36In this episode of The Financial Advisor Marketing Playbook, Mark Mersman explores the fast-emerging concept of Answer Engine Optimization (AEO)—how advisors can adapt their websites and content strategies for the AI-driven search era. As traditional SEO gives way to AI search tools like ChatGPT and Google's AI Overviews, Mark explains what this sh…
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Episode #1: Why College is Great - But Also Perilous
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51:27Hey, Ric Edelman here, and I'm back with something special: a four-episode podcast series about college. After 32 years on the radio and three years as a Top 1% podcast, I couldn't stay away when I realized how many families are struggling with the biggest decision teenagers face today. Here's the reality: College graduates earn nearly a million do…
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Episode 133 - Better Educators Ask Better Questions: A Conversation with David Arrell
28:11
28:11
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28:11The greatest educators know that learning isn't about delivering information; it's about sparking discovery. When we ask the right questions, we don't just fill minds, we awaken them. In this episode, Scott Barron, Chief Reinvention Officer with School Growth, welcomes longtime friend and education leader David Arrell, Assistant Director with the O…
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Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen
22:45
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22:45The UBS financial advisor shares her best advice for advising clients who are going through a divorce. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Doug Perlman, Founder and CEO, Sports Media Advisors – Cutting The Cord: Negotiating sports media rights in a post-cable world (Re-Broadcast)
28:52
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28:52It's officially fall, and that means we're deep into the MLB playoffs, and the NHL, NFL and NBA seasons are in full swing. With it being such an exciting time for professional sports, we thought it'd be an opportune moment to revisit an episode we recorded in April, where Doug Perlman, CEO of Sports Media Advisors, demystifies the complex process o…
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Brandy Kawulka: Owner of Tartan Contracting, Host of All Things Renovation Podcast and Journeyman Joiner
52:03
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52:03Take a break, we're on Smoko! This week we're joined by Brandy Kawulka, a powerhouse in the trades and a fierce advocate for women in the industry. Brandy shares her journey from studying joinery at BCIT to running her own successful renovation and contracting business: Tartan Contracting. We dive into the realities of working in the trades, the ch…
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Alisa Maute: Cracking the Organic Growth Code for RIAs
42:51
42:51
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42:51Mercer Advisors’ head of client development discusses how the firm built a data-driven client development machine that separates advice from acquisition and drives measurable, repeatable growth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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In the life of an educator, heartbreak is inevitable. Not just for us, but for others. It's important to know that what breaks your heart, matters. It matters to resist the temptation to become callous, to care even when it doesn't make sense, and to choose integrity even when no one sees. That is how we can build heartbreak bridges. In this episod…
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What if your fortune cookie actually held financial wisdom? In this fun and insightful episode, Mark cracks open a few "financial fortune cookies" and translates their mysterious messages into practical retirement lessons. Mark shares how these bite-sized philosophies, like staying calm in a volatile market and knowing when to protect what you've b…
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Lacey Rose & Jess Kaknevicius Co-founders of Women in Wood
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54:33Take a break, we’re on Smoko! This week we’re joined by Lacey Rose and Jess Kaknevicius the founders of Women in Wood, a community that champions representation, support, and advocacy for women in the forestry sector. Jess is the CEO of Forest Canada, a national leader in restoration, education, and community engagement. Lacey is a registered fores…
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Jereme Kent, Founder and CEO of One Power Company — High Voltage: Bringing America's electrical grid into the 21st century (Re-broadcast)
28:18
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28:18This week, we're reaching back into the archive, and re-releasing an episode from back in May with Jereme Kent, the CEO of One Power Company. Given our recent episodes focusing on AI-driven enterprises, we thought it would be a good time to revisit this episode where Jereme discusses the need for a modernized grid to power those projects. Enjoy! Su…
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Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI
47:49
47:49
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47:49Pence Wealth Management's CIO expects strong earnings and lower interest rates to lift the S&P 500 and smaller stocks next year. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Acceptance just might be the most essential ingredient to meaningful education. When educators, students, and leaders alike feel truly seen and valued, the entire environment shifts toward growth and unity. In this episode of Educators Among Us, Scott Barron, Chef Reinvention Officer with School Growth, highlights the power of acceptance and its tr…
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Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen
22:53
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22:53The Morgan Stanley managing director explains how advisors can serve multigenerational clients and cater to their ever-changing priorities while helping them achieve their goals. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Sophia Malbarosa (Pia Builds): Carpenter, Professor at Humber College, Set Designer & Multi-disciplinary Artist
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54:59Take a break, we’re on Smoko! This week we sit down with Sophia Malbarosa known online as Pia Builds. Pia is a multidisciplinary artist turned carpenter, professor, and advocate for representation in the trades. Pia’s story begins with her first love: dance. After injuries sidelined her dream of becoming a professional ballerina, she sought new way…
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Ed Nabrotzky, CEO and Co-Founder, Dot Ai – Connecting the Dots: How asset intelligence can boost efficiency and productivity
28:24
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28:24When you're running a large industrial operation, tracking all of the elements of your process to know where they are and what they're doing in real-time, can be a huge challenge. Today, we're spotlighting a company whose revolutionary platform can help solve that problem. Ed Nabrotzky is the CEO and co-founder of Dot Ai, a company specializing in …
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David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire
42:09
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42:09By Barron's Advisor
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We often hold tightly to what we already believe, even when new information challenges us to think differently. It feels safer to confirm our assumptions than to question them—but that habit can quietly limit our growth. True wisdom begins when we recognize the pull of self-deception and make space for humility, truth, and change. In this episode o…
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How to Make Your First Retirement Year a Success
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7:48
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7:48The first year of retirement is a major milestone, one that can feel both exciting and intimidating. In this episode, Mark unpacks what really happens once the paychecks stop and the portfolio withdrawals begin. For many retirees, those early "go-go years" are when the bucket list calls, travel, hobbies, and experiences you've been waiting decades …
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Polly Britten: 2023 Churchill Fellow & Women in Trades Advocate
50:33
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50:33Take a break, we’re on Smoko! This week we sit down with 2023 Churchill Fellow Polly Britten, a woman in trades advocate. Polly speaks to her involvement in the NextGen Tradies - Try a Trade Program, as well as her transformative research on gender equity in skilled trades education. Polly’s study, aimed to highlight how we can create a more inclus…
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George Tomeski, CEO, Helfie.ai – Paging Dr. iPhone: Using AI to help you take control of your health
28:02
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28:02Summary: In today's medical system, getting a proper diagnosis and course of treatment can take ages, with potentially disastrous consequences for your health. Today, we're spotlighting a company that's trying to change that paradigm, using the power of AI. George Tomeski is the CEO of Helfie.ai, a company whose platform will allow you to assess a …
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Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams
23:02
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23:02The executive director of the Women's Leadership Alliance discusses providing a clear career path to employees and creating a company culture of trust and belonging. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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We've all been there—cruising along and suddenly hitting a dip in the road we didn't see coming. It rattles everything. The truth is, life usually gives us warning signs if we're paying attention. Ignore them, and the ride gets a whole lot rougher than it has to be. In this episode of Educators Among Us, Scott Barron, Chef Reinvention Officer with …
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Ritik Malhotra: Independence, Culture, and AI | Next Gen
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22:32“There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealth, who also discusses how to establish a strong team culture and effectively use AI. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Aria Joughin: Founder of Make With Hardware & Learning Center
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42:13Take a break, we’re on Smoko! We’re honoured to sit down with Aria Joughin, the founder of Make With, a queer-owned learning center dedicated to equipping individuals—especially women, queer, trans, and BIPOC folks—with essential hands-on skills in home maintenance, repair, emergency preparedness, and self-sufficiency. Aria shares the story behind …
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Aimée Lapic, CEO, Hanna Andersson – Growing Up and Showing Up: How rewarding customer loyalty has helped this children's clothing brand stand the test of time
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27:04Summary: Since the 1980s, beloved children's clothing brand Hanna Andersson has been delivery quality and durability to happy customers. Now, Aimée Lapic leads the company as CEO and is using her deep experience in apparel, retail, and omnichannel marketing to turn the legacy brand into a digital powerhouse. Today, they're building on their long-st…
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