Best Nick Robison Podcasts (2025)

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Heather Robison: Success in a Small Town | Next Gen 18:23

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6h ago18:23

18:23

Based 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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Alison Dooher: Why Data Is the Engine Behind RIAs That Scale 36:20

3h ago36:20

36:20

Charles 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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John Nersesian: Make These Tax Moves Before 2026 Arrives 29:54

1d ago29:54

29:54

Pimco’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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Nate Lenz: Key Wealth Management Trends | Next Gen 30:22

2d ago30:22

30:22

The 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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Scott Sparks: How Starting in Insurance Gave His Firm an Advantage. 56:13

19d ago56:13

56:13

The 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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Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth 20:16

22d ago20:16

20:16

The 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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Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen 22:45

15d ago22:45

22:45

The 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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Alisa Maute: Cracking the Organic Growth Code for RIAs 42:51

30d ago42:51

42:51

Mercer 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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Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI 47:49

1M ago47:49

47:49

Pence 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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Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen 22:53

1M ago22:53

22:53

The 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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David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire 42:09

1M ago42:09

42:09

By Barron's Advisor

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Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams 23:02

1M ago23:02

23:02

The 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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Ritik Malhotra: Independence, Culture, and AI | Next Gen 22:32

2M ago22:32

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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Matt Reiner: Practical AI Use Cases for High-Growth RIAs 56:55

2M ago56:55

56:55

Capital 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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Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI 27:46

2M ago27:46

27:46

The 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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Ariana Bhatia: Investing for Multigenerational Families | Next Gen 19:59

2M ago19:59

19:59

The 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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Michael Nathanson: Scaling Your Firm From Practice to Enterprise 1:07:20

2M ago1:07:20

1:07:20

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

3M ago34:58

34:58

The former publisher turned wealth management consultant discusses authentic relationships, lessons 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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Emily Malone: It’s Never too Late to Become an Advisor | Next Gen 22:46

3M 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

3M 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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Josh Bronstein: ‘Playing the Long Game Is Key’ 51:28

3M 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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Riley Saunders: The Psychology of Financial Planning | Next Gen 22:03

3M 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

3M 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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Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut 17:19

4M ago17:19

17:19

Welling discusses Mercer’s aggressive acquisition strategy, which grew assets under management seven-fold since 2017. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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

4M 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

4M 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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How a Top Morgan Stanley Doctor Helps Clients Stay Healthy 24:40

4M ago24:40

24:40

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

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

4M 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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Edward Fishman: Weaponizing Finance and What It Means for Portfolios 45:28

4M 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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Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business 41:48

5M 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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Ryan Moran: Top Tips for Working With Younger Clients | Next Gen 18:13

5M 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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Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis 31:28

5M 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

1
Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection 41:34

5M ago41:34

41:34

Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network 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

1
Gina Thompson: Empowering Clients Through Education | Next Gen 21:47

5M 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

5M 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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Max Lane: Tech and the Future of Wealth Management 27:47

6M 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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Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen 23:19

6M 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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David DeVoe: How to Maximize Your RIA Firm’s Valuation 54:29

6M 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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Raj Bhatia: Don’t Shy Away From Hiring Your Own Child 19:39

6M 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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Kaden Bernstein: Key Ingredients for Success | Next Gen 19:09

6M 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

6M 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

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Joe McLean: Winning Strategies for Advisors Who Serve Athletes 24:06

6M ago24:06

24:06

The managing partner at MAI Capital Management on his time as a professional basketball player and how that experience helps him create successful outcomes for clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Dane Burkholder: 3 Key Skills for Advisors | Next Gen 23:22

7M ago23:22

23:22

The ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Samantha Russell: What Works Right Now in Financial Advisor Marketing 48:34

7M ago48:34

48:34

The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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10 Time-Tested Investment Principles for Volatile Markets 19:09

7M ago19:09

19:09

Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stick with their investment plans. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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

7M 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. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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

7M 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. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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

7M ago25:28

25:28

“We talk a lot 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. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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

8M 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.” Learn more about your ad choices. Visit megaphone.fm/adchoices…

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

8M 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. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor