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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The "Shawn Ryan Show" is hosted by Shawn Ryan, former U.S. Navy SEAL, CIA Contractor, and Founder of Vigilance Elite. We tell REAL stories about REAL people from all walks of life. We discuss the ups and downs, wins and losses, successes and struggles, the good and bad in a respectful but candid way with our guest. We're better than entertainment, we're the REAL thing. Please enjoy the show.
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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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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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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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Ritik Malhotra: Independence, Culture, and AI | Next Gen
22:32
22:32
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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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#239 Dan Driscoll - U.S. Secretary of the Army
2:29:12
2:29:12
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2:29:12Daniel P. Driscoll is the 26th Secretary of the Army, sworn in on February 25th, 2025, following his nomination by President Donald J. Trump and confirmation by the United States Senate. As Secretary of the Army, he oversees operations, modernization, and resource allocation for nearly one million Active, Guard, and Reserve Soldiers and more than 2…
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Matt Reiner: Practical AI Use Cases for High-Growth RIAs
56:55
56:55
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56:55Capital Investment Advisors’ managing partner shares a clear-eyed look at what’s hype, what’s working, and how to experiment safely with AI. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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#238 Sriram Krishnan - Senior White House Policy Advisor for AI
4:52:57
4:52:57
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4:52:57Sriram Krishnan is an entrepreneur, venture capitalist, and former senior product leader at tech giants like Microsoft, Facebook, Twitter (now X), and Snap. Born in Chennai, India, he began his career at Microsoft before moving to Silicon Valley, where he contributed to product development at leading companies and later transitioned to venture capi…
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The world often applauds being busy, but underneath the constant motion is a quiet cost. Busyness can crowd out clarity, overshadow joy, and leave little room for our souls to breathe. What if, instead of letting busyness run our lives, we could reclaim the rhythm of purpose and the peace of living out our true priorities? In this episode of Educat…
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#237 Steven Rinella - Founder of MeatEater
2:24:35
2:24:35
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2:24:35Steven Rinella is an American outdoorsman, writer, and television host, best known for promoting ethical hunting, wildlife conservation, and field-to-table cooking. He is the founder of MeatEater, Inc., a company that produces hunting, fishing, and outdoor lifestyle content across multiple platforms, including television, podcasts, and digital medi…
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The Beatles Retirement: All You Need Is A Plan
9:56
9:56
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9:56It’s been 60 years since Beatlemania took America by storm. But beyond the screaming crowds and legendary performances, some of their lyrics still carry timeless wisdom, even when it comes to your financial life. In this episode, Mark takes a magical mystery tour through classic Beatles songs and uncover what they can teach us about retirement plan…
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Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI
27:46
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27:46The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Financial Advisor PR Strategy with Michelle Lawless (Media Minefield)
1:12:27
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1:12:27In this episode of Financial Advisor Marketing Playbook, Mark sits down with Michelle Lawless, VP at Media Minefield, to unpack how PR powers growth for advisory firms—especially in a world where AI search favors credible, third-party sources. Michelle explains the difference between advertising and earned media, why local TV news and thought-leade…
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#236 Dr. Diane Hennacy - From 1 in 10,000 to 1 in 30: Why Autism Is Rising Faster Than Ever
3:46:51
3:46:51
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3:46:51Dr. Diane Hennacy is a Johns Hopkins-trained neuropsychiatrist, author, public speaker, and independent researcher exploring the intersection of science, consciousness, and anomalous phenomena like telepathy and psychic abilities. With over 30 years of clinical experience, she has served on the faculty at Harvard Medical School and participated in …
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The start of any school year often brings both joy and challenge. The excitement of fresh beginnings can quickly collide with the pressures of conflict, fatigue, and unmet expectations. For educators, the difference between simply showing up and truly committing makes all the difference—not just in their own outlook, but in the culture of an entire…
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Ariana Bhatia: Investing for Multigenerational Families | Next Gen
19:59
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19:59The Merrill Lynch private advisor discusses how different generations approach their investment portfolios, why private investments are often misunderstood, and why they are so important to offer clients. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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#235 John "Tig" Tiegen - 13th Anniversary of the Benghazi Attacks
3:45:00
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3:45:00John “Tig” Tiegen is a former U.S. Marine Sergeant and security contractor renowned for his heroic actions during the 2012 Benghazi attacks. Serving with the CIA's Global Response Staff, Tiegen was part of the elite team that defended the U.S. diplomatic compound and CIA Annex against militant assaults on September 11, 2012, saving numerous lives o…
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Michael Nathanson: Scaling Your Firm From Practice to Enterprise
1:07:20
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1:07:20Focus Financial Partners' CEO shares the mindset and required shifts in structure to turn a billion-dollar AUM firm into a lasting 100-year enterprise. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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#234 Jared Isaacman - Will China Trigger the Next Sputnik Moment for NASA?
3:00:10
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3:00:10Jared Isaacman is an American billionaire entrepreneur, pilot, and commercial astronaut. He founded Shift4 Payments in 1999 at age 16, growing it into a leading integrated payment processing company that went public in 2020, handling transactions for a third of U.S. restaurants and hotels. An accomplished aviator with over 7,000 flight hours, Isaac…
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Some people walk into a room and light it up. Their energy is contagious, their focus inspiring, and their presence a reminder that intensity and passion are powerful forces for change. In education, those qualities aren’t optional—they are essential. When educators bring their best to the classroom, the office, or the bus route, students see that …
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#233 Nathan Apffel - Inside the Dark World of Megachurches and Corrupt Pastors
2:50:07
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2:50:07Nathan Apffel is a Christian, filmmaker, entrepreneur, and director of The Religion Business, a multi-part docuseries that exposes the financial practices and lack of accountability in Western religion, particularly Christianity. Drawing from personal experiences with church scandals and abuse, Apffel investigates how religious institutions accumul…
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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
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9:44AI 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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Suzanne Siracuse: How to Reinvent Yourself and Your Career
34:58
34:58
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34:58The 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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#232 John Rich - Big & Rich Country Star Performs Unreleased Song LIVE
4:29:36
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4:29:36John Rich is an American country music singer-songwriter, record producer, and entrepreneur. He first gained prominence as a bassist and vocalist in the band Lonestar from 1992 to 1998, contributing to hits like "Amazed." In 1998, he co-founded the duo Big & Rich with Big Kenny Alphin, achieving multi-platinum success with albums like Horse of a Di…
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Episode 125 - Shambolic Leadership: Mastery in Chaos
11:59
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11:59When 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
22:46
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22:46The 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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#231 Gerard Barron - CIA Project Azorian & Deep Sea Mining That Could Change the World
1:47:20
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1:47:20Gerard Barron, born in Queensland, Australia, is the Co-Founder, Chairman, and CEO of The Metals Company, a position he has held since 2017. A seasoned entrepreneur with a track record in battery technology, media, and future-oriented resource development, Barron leads the company's efforts to harvest polymetallic nodules from the deep ocean floor,…
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Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook
55:44
55:44
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55:44The 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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#230 Keith Stansell - Operation Jacque & Surviving FARC Captivity
4:56:19
4:56:19
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4:56:19Keith Stansell is a former U.S. Marine and Northrop Grumman employee who was captured by the Revolutionary Armed Forces of Colombia (FARC) on February 13, 2003, after his surveillance plane crashed in the Colombian jungle during an anti-narcotics mission. Held hostage for 1,967 days alongside contractors Marc Gonsalves and Thomas Howes, Stansell en…
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Episode 124 - Inspiring Greatness: A Conversation with Jennifer Rower
40:52
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40:52Every 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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#229 AJ Gentile - Creator & Host of The Why Files
3:46:41
3:46:41
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3:46:41AJ Gentile is an American producer, writer, actor, and YouTube personality best known as the creator, host, and writer of "The Why Files," a channel that delves into conspiracy theories, mysteries, and unexplained phenomena with engaging storytelling and a skeptical lens. Before gaining fame on YouTube, Gentile worked in Hollywood as a producer and…
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The Retirement Restaurant: Menu for Financial Success
12:10
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12:10What 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
51:28
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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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#228 David Rutherford - Navy SEAL & CIA Contractor
7:20:23
7:20:23
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7:20:23David Rutherford is an internationally known motivational speaker, best-selling author, world-championship performance coach, and award-winning podcast host. He is also a former Navy SEAL Medic and Instructor who served for eight years in the NSW community. After his honorable discharge from the Teams, he went to work for Blackwater as an internati…
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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
22:03
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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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#227 Henry Dick Thompson - MACV-SOG Operator, Codename "Dynamite"
4:23:46
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4:23:46Henry L. (Dick) Thompson, Ph.D., is a retired U.S. Army Lieutenant Colonel and legendary MACV-SOG operator known by the codename "Dynamite." Serving as a recon team leader from 1968 to 1970, he led over 20 high-risk black operations deep into enemy territory in Laos, Cambodia, and North Vietnam during the Vietnam War's secret campaigns, earning a r…
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Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors
54:19
54:19
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54:19The 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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#226 Matt Gialich - Debunking Aliens in the Ocean, Mining Asteroids and Black Holes
1:49:48
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1:49:48Matt Gialich is the Co-Founder and CEO of AstroForge, an asteroid mining company founded in 2022 that aims to extract platinum group metals from near-Earth asteroids to redefine sustainable mining practices. With over a decade of experience leading high-performing engineering teams, Gialich holds a Master's degree in Electrical Engineering from Cal…
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