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Barron's Advisor

Barron's Advisor

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future. read less

Our Editor's Take

Financial advising is about more than knowing how to make money grow. The Barron's Advisor podcast equalizes the field and brings education to industry professionals. The show focuses on the financial planning field. Episodes address key industry questions. Steve Sanduski and Greg Bartolo separately host most episodes.

`Leaders in the field discuss a range of topics across episodes. From client relationships to diversity in wealth management, there's something for every advisor. This podcast emphasizes "leading with learning." By empowering clients with knowledge, financial advisors will have an easier job. Barron's Advisor gives professionals what they need to be successful.

Advisors will learn new skills, from social media presence to practicing empathy. Barron's Advisor podcast episode topics address fear and greed. They teach advisors to avoid these motives. Episodes such as "Using Stories to Connect with Clients and Prospects" highlight relational tools. By building trust and developing relationships, advisors can gain clients. Relationships aren't only crucial in advisor-client relationships, though. "Teaming Is the Future. How One Advisory Firm Built a Dream Team" discusses strength in numbers.

Career growth is essential for many financial professionals. Barron's Advisor offers tips for firms to boost retention. Creating opportunities for advancement encourages a strong work ethic. But it also makes firms more attractive to new talent. In today's job market, attraction and retention are crucial to success.

Barron's Advisor features top advisors from New York and beyond. With a new host for each episode, listeners will enjoy a range of perspectives. New episodes release biweekly and last about 20 minutes. This podcast is for busy people who want to hone their professional skills. Independent investors may enjoy what this podcast has to offer. Those looking to expand their knowledge may find a topic fit.

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Episodes