Best Matt Wensing Podcasts (2025)

1
Eric Sontag: Solving for Intergenerational Challenges | Next Gen 24:39

5d ago24:39

24:39

“Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to start,” says the president of Wealthspire Advisors.By Barron's Advisor

1
Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years 38:24

7d ago38:24

38:24

Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Jennifer Wallace: Resilience and the Importance of Mattering at Work 25:28

14d ago25:28

25:28

“We talk a lot in the workplace about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos.By Barron's Advisor

1
James Taylor: The Power of Process | Next Gen 22:59

19d ago22:59

22:59

“I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Group at Morgan Stanley. “That’s because every single aspect of our business has a process around it.”By Barron's Advisor

1
Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA 43:30

21d ago43:30

43:30

Inside Keen Wealth Advisor’s “ACE” niche strategy and advisor development program that powered the RIA’s rise. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Wen Nottebohm: A Go-Getter’s Career Tips for Young Financial Advisors 17:48

28d ago17:48

17:48

The Barron’s-ranked Cresset wealth advisor discusses her rapid career ascent and the best ways for advisors to win the trust of clients and get ahead. Host: Greg Bartalos.By Barron's Advisor

1
Alanna Morey: Making Content and Connecting With Clients | Next Gen 21:33

1M ago21:33

21:33

The Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media.By Barron's Advisor

1
Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice 47:20

1M ago47:20

47:20

Dennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your advisory practice. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Jessica Douieb: How to Get Wealthy Clients the Expert Help They Need 20:35

1M ago20:35

20:35

The head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can respond to the priorities of clients and connect them with experts who “always deliver.” Host: Greg Bartalos.By Barron's Advisor

1
Molly Townsend: Empowering Clients With Financial Literacy | Next Gen 19:14

2M ago19:14

19:14

The senior wealth strategy associate at UBS says “I've become very passionate about employee education and making that part of each and every relationship that I work with.”By Barron's Advisor

1
Anne-Laure Le Cunff: Tiny Experiments for Smarter Decision-Making 38:57

2M ago38:57

38:57

How financial advisors can help clients break free from societal scripts and set goals that truly align with their values. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Jill Williams: Advice for Clients Facing Unexpected Retirement 20:07

2M ago20:07

20:07

The Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope. Host: Greg Bartalos.By Barron's Advisor

1
Max Winthrop: 'Quirkiness Matters' | Next Gen 24:25

2M ago24:25

24:25

“I think people inherently have quirks and sometimes we seek to hide those quirks because we want to put up a professional facade,” says Max Winthrop, CEO of Winthrop. “I like to joke around and I think that also makes me approachable.”By Barron's Advisor

1
Geri Eisenman Pell: Succession Planning Tips for Financial Advisors 43:10

2M ago43:10

43:10

Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.By Barron's Advisor

1
Tom Ruggie: What Financial Advisors Should Know About Collectibles 29:58

2M ago29:58

29:58

The CEO of Destiny Family Office discusses practical steps to help your clients value, protect, and pass on their collections. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Unexpected Lessons Learned While Navigating Challenges | Next Gen 19:54

2M ago19:54

19:54

Hollis Montgomery, a financial advisor at Morgan Stanley Wealth Management, discusses her maternity leave and how it made her team more efficient and brought members “so much closer.”By Barron's Advisor

1
Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations 13:23

3M ago13:23

13:23

Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos.By Barron's Advisor

1
Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun 30:19

3M ago30:19

30:19

Steward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP.By Barron's Advisor

1
The Promise—and Peril—of Working With Family Members | Next Gen 23:59

3M ago23:59

23:59

Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA.By Barron's Advisor

1
Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs 25:08

3M ago25:08

25:08

The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos.By Barron's Advisor

1
Gary Roth and Mike Capelle: Blueprint for RIA M&A Success 43:10

3M ago43:10

43:10

The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen 23:22

3M ago23:22

23:22

“I'm very willing to admit what my strengths and my weaknesses are and hire around that to bring in people whose strengths are my weaknesses,” says Matthew Somberg, co-founder of Gottfried & Somberg Wealth Management.By Barron's Advisor

1
Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change 25:35

3M ago25:35

25:35

The Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Host: Greg Bartalos.By Barron's Advisor

1
How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen 1:40

3M ago1:40

1:40

Every other Thursday on Barron’s Advisor: The Way Forward: Next Generation, we speak with successful advisors who share their best advice for getting ahead and making an impact.By Barron's Advisor

1
David Newson: Proven RIA Marketing Strategies for 15% Organic Growth 1:06:11

4M ago1:06:11

1:06:11

The founder of XNW Digital provides a step-by-step roadmap to help advisors accelerate growth at their firms. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity 31:35

4M ago31:35

31:35

The founder of Eleven Eleven Wellness and author of several books focused on health discusses how integrative medicine can help people live longer. Host: Greg Bartalos.By Barron's Advisor

1
Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025 34:19

4M ago34:19

34:19

Sanctuary Wealth’s chief investment strategist explains why she thinks we’re in the “golden age of investing.” Host: Greg Bartalos.By Barron's Advisor

1
Nikolee Turner: Mastering the Three-Phase Framework for M&A Success 32:32

5M ago32:32

32:32

Schwab’s head of business consulting shares actionable strategies to help you maximize value and minimize regret when buying, selling, and integrating a firm. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Emergency podcast: Matt's news 51:48

5M ago51:48

51:48

Tap, tap. Is this thing still working? Matt has some news to share with the listeners.By Matt Wensing & Peter Suhm

1
Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea’ 24:39

5M ago24:39

24:39

The world’s most recognized brands didn’t begin as large companies. Advisors should take note, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.By Barron's Advisor

1
Melinda Bremley: How to Assess and Hire Top Talent for Your RIA 43:46

5M ago43:46

43:46

The Chapman & Co. Leadership Institute partner demystifies the keys to assessing and developing effective leaders at all levels of your organization. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors 30:03

5M ago30:03

30:03

The senior advice strategist at Vanguard’s Investment Advisory Research Center discusses how advisors can best serve next-gen clients amid a $84 trillion wealth transfer. Host: Greg Bartalos.By Barron's Advisor

1
Carley Dillon: How We Consistently Deliver Over 15% Organic Growth 53:02

6M ago53:02

53:02

Brighton Jones’ chief experience officer details how individual accountability and a focus on metrics consistently drive rapid growth. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Keith Jacoby: How to Build and Lead a Large Wealth Management Firm 48:35

6M ago48:35

48:35

With 30 years of industry experience, the CEO of Clarity Wealth—and “self-confessed process geek”— shares his best advice for advisors in leadership positions. Host: Ray Sclafani.By Barron's Advisor

1
Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race 37:17

6M ago37:17

37:17

How meticulous planning, trust in his team, and a commitment to shared values enabled a legendary sailor to overcome unimaginable challenges. Host: Steve Sanduski.By Barron's Advisor

1
#45: Jeff Francis, Founder | ENO8 1:25:07

6M ago1:25:07

1:25:07

Get ready to dive into the entrepreneurial path of ENO8's founder, Jeff Francis. Join us as Jeff takes us from his roots in small-town Farmersville, Texas, to his emergence as a visionary tech entrepreneur. During our conversation, Jeff opens up about the transformative experiences that molded his technology career and the hurdles he's conquered. H…

1
Jackie Insinger: Positive Psychology Is the Key to Motivate Employees 25:42

6M ago25:42

25:42

The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive. Host: Greg Bartalos.By Barron's Advisor

1
#44: Matt Wensing, Founder & CEO | Summit 1:32:54

6M ago1:32:54

1:32:54

In this episode, we welcome Matt Wensing, founder and CEO of Summit, an innovative low-code/no-code automation platform. Matt shares his journey into the world of B2B tech services. From a young age, Matt has always been curious about his future career path. Initially pursuing political science in college, he soon discovered his true passion was in…

1
Ramesh Srinivasan: The Power of Purpose-Driven Leadership 35:11

7M ago35:11

35:11

The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP.By Barron's Advisor

1
#43: Seth Frey, Founder & President | Big Frey Branded Goods & Swag Kits 1:08:55

7M ago1:08:55

1:08:55

Starting a business is a collaborative effort, as Seth Frey, founder and president of Big Frey, discovered while navigating partnerships and industry changes in promotional products. Seth's entrepreneurial journey began with family inspiration. Post-college, he and his brother established Granny's Goodies, offering exam survival kits to students. B…

1
Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025 36:14

7M ago36:14

36:14

State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos.By Barron's Advisor

1
Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year 49:21

7M ago49:21

49:21

Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth 27:41

7M ago27:41

27:41

The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos. She also discusses the unsung power of annual client surveys and RFG Advisory’s initiatives to help women. Host: Greg Bartalos.By Barron's Advisor

1
#42: Reagan and Elle Pugh 1:29:45

7M ago1:29:45

1:29:45

In this episode, we feature our first-ever husband and wife duo—Reagan and Elle Pugh—each with their own thriving entrepreneurial ventures. Together, they share the personal and professional experiences that not only brought them together but also fuel their mutual support in business. We explore key topics like the value of mentorship, navigating …

1
Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients 43:13

7M ago43:13

43:13

Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Toolbox Series: Chris Hamilton on Employee Health Benefits 1:01:05

7M ago1:01:05

1:01:05

Navigating employee benefits can be a major hurdle for business owners. Selecting insurance plans—from health to dental to vision—can be daunting, with decisions affecting team members and their families. In this episode, we welcome Chris Hamilton of Hotchkiss Insurance. He shares valuable insights on choosing practical, cost-effective benefit plan…

1
Nelrae Pasha Ali: How to Teach Teens About Money and Investing 46:44

8M ago46:44

46:44

The managing principal at Array Private Investment Advisory Group of Wells Fargo Financial Network discusses deferred gratification, budgeting, and tapping into what motivates teens. Host: Greg Bartalos.By Barron's Advisor

1
#41: Steffie Tomson, Founder & CEO of Getaway Sticks 1:20:20

8M ago1:20:20

1:20:20

In this episode, we welcome Steffie Tomson, the innovative mind behind Getaway Sticks. Hailing from Houston, Texas, Steffie's journey from a cognitive neuroscience researcher to footwear entrepreneur is as unique as her product line. Steffie shares her mission to revolutionize women's shoes by marrying style with comfort. She recounts the hurdles s…

1
Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM 42:28

8M ago42:28

42:28

SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.By Barron's Advisor

1
#40: Rick Girard, Founder & CEO of Intertru 1:15:11

8M ago1:15:11

1:15:11

Gut feelings in hiring decisions are a common but flawed approach. Rick Girard's experience in recruitment revealed that many companies often lean on personal biases when selecting or rejecting candidates. This insight led him to create Intertru, a platform leveraging generative AI to promote more objective hiring practices. Rick's story demonstrat…

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Matt Wensing Podcasts

Podcasts Worth a Listen