Barron's Advisor

Andrew Goldberg: Solving for Liquidity Concerns in Private Investments Aug 18, 2026 00:21:43 To prevent panic selling, Cornerstone Alternatives’ managing partner says advisors should make sure clients understand liquidity constraints and that they should plan to hold the investment for a long time horizon. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carolyn McClanahan: Why Advisors Must Discuss Health With Clients Aug 11, 2026 00:39:16 The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Peter Lee and Jon Nickow: How to Nurture Future Financial Advisors Aug 4, 2026 00:24:05 Lee, a founding partner at Summit Trail Advisors, and Nickow, a principal and advisor, discuss how the RIA develops internal talent. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Katie Cullen: What High-Growth RIAs Do Differently Jul 28, 2026 00:49:01 The Head of BlackRock Business Consulting shares how growth-minded advisors can sharpen strategy, improve execution, and evolve from practitioners into enterprise leaders. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams Jul 21, 2026 00:47:45 The firm's head of practice strategy discusses the rise of mega-teams and how advisors can maximize growth. Host: Ray Sclafani. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jill Zucker: Why AI Could Reprice Financial Advice Jul 14, 2026 00:50:30 The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growth. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Evan Vladem: How I Mix a Passion for Sports With Financial Advice Jul 7, 2026 00:42:44 The Associated Investor Services advisor describes how building a team around a shared interest can establish identity-based trust and deepen relationships with clients and prospects. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mary Beth Franklin: Social Security, Medicare, and Smarter Planning Jun 30, 2026 00:36:24 The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations Jun 23, 2026 00:36:43 “If you're looking for a premium valuation in the independent space, you have to have an integrated model,” says the RIA’s CEO, who adds that organic growth has a “huge impact” on valuation. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bob Pisani: Why Great Advice Is About Behavior, Not Bets Jun 16, 2026 00:43:38 The former CNBC senior markets correspondent distills 35 years of reporting into what advisors need to know about client behavior and investment success. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information

Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent Jun 9, 2026 00:36:06 Wealth management firms should provide mentorship opportunities and transparent career paths, says the executive vice president of financial planning at Merit Financial Advisors. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lisa Westermark: How to Seamlessly Hand Off Client Relationships Jun 2, 2026 00:41:44 The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know May 26, 2026 00:15:21 The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients May 19, 2026 00:37:54 The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves May 12, 2026 00:18:29 The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Anthony Scaramucci: How Inflation and Populism Change Financial Advice May 5, 2026 00:47:37 The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism and educate clients about AI and digital assets. Host: Steve Sanduski. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

State Street’s Yie-Hsin Hung: We’re Not Done Innovating Apr 28, 2026 00:13:27 State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rob Nelson: Nine Converging Forces in Financial Advice Apr 21, 2026 00:59:10 The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Omani Carson: What He Learned After ‘Winning’ the Game Apr 14, 2026 00:56:17 Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’ Apr 7, 2026 00:35:28 Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jason Early: How Top Advisors Win Business Owner Clients Mar 31, 2026 00:33:51 The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Michelle Magner: Powering Growth Through an Integrated Framework Mar 24, 2026 00:51:56 A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen Mar 19, 2026 00:22:17 The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Liz Ann Sonders: Inflation, AI, and the Next Market Cycle Mar 17, 2026 00:53:58 Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mollie Colavita: The Blueprint for Modern Advisory Success Mar 10, 2026 00:17:34 The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nate Fisher: Stay Focused on the Client Relationship | Next Gen Mar 5, 2026 00:21:21 The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson.. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an

Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow Mar 3, 2026 00:49:42 Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eleni Mavromati: What It Takes to Be a Great Wealth Management COO Feb 24, 2026 00:27:12 The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive in the future. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Katie Partridge: Financial Advice for Tech Founders | Next Gen Feb 19, 2026 00:20:35 The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million Feb 17, 2026 00:48:05 Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nancy Daoud: The Changing Nature of Asset Allocation Feb 10, 2026 00:23:08 The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank McKiernan: ‘A Client Is a Client’ | Next Gen Feb 5, 2026 00:19:58 The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio Feb 3, 2026 00:59:48 The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning Jan 27, 2026 00:26:23 Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Emily Green: Women, Wealth, and Alternative Investments | Next Gen Jan 22, 2026 00:26:54 Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors Jan 20, 2026 00:37:48 The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans increases. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bill Cates: How Financial Advisors Can Master Their Marketing Message Jan 13, 2026 00:34:29 The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can help advisors win more ideal clients. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cameron Rogers: Investing With Impact | Next Gen Jan 8, 2026 00:27:44 The Angeles Wealth Management financial advisor discusses the importance of offering a customized, values-based approach to financial advice and impact investing, particularly for women and younger generations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Seth Levine: The Capitalism That Advisors Were Trained for Is Ending Jan 6, 2026 00:43:22 The co-founder of the Foundry VC fund discusses how to navigate uncertainty, complexity, and the future of capitalism. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jeff Gonyo: The Rise of the ‘Sell and Stay’ M&A Model Dec 30, 2025 00:20:46 These deals offer operational relief to advisors and help them monetize their business while continuing to serve clients, says Steward Partners’ head of wealth management. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eric Leeper: Why Compensation Structure Is Vital to M&A Success Dec 23, 2025 00:19:17 Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Doug Messina: Be Yourself and Connect With Clients | Next Gen Dec 18, 2025 00:22:08 The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with clients and discusses the shift to holistic planning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mary Ann Bartels: Tech and International Stocks to Rise in 2026 Dec 16, 2025 00:51:34 Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Troy Nelson: Building Strength Through Adversity Dec 9, 2025 00:51:40 The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tony Carpentieri: The Keys to a Successful Practice | Next Gen Dec 4, 2025 00:19:02 The Merrill Lynch private wealth advisor discusses the importance of honing your value proposition, cultivating a strong culture, and embracing AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

John Furey: When RIAs Should Rebrand—and How to Make the Call Dec 2, 2025 00:31:13 Advisor Growth Strategies’ founder describes the strategic signals that tell an RIA its brand no longer reflects its true value. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Debra Brennan Tagg: Challenges and Opportunities for Women in Finance Nov 25, 2025 00:37:39 The 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Heather Robison: Success in a Small Town | Next Gen Nov 20, 2025 00:16:38 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alison Dooher: Why Data Is the Engine Behind RIAs That Scale Nov 18, 2025 00:35:35 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

John Nersesian: Make These Tax Moves Before 2026 Arrives Nov 11, 2025 00:28:09 Pimco’s head of advisor education offers guidance on recent tax changes, covering investments, income tax, retirement, and legacy planning. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nate Lenz: Key Wealth Management Trends | Next Gen Nov 6, 2025 00:28:37 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Sparks: How Starting in Insurance Gave His Firm an Advantage. Nov 4, 2025 00:54:28 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth Oct 28, 2025 00:18:31 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen Oct 23, 2025 00:21:00 The UBS financial advisor shares her best advice for advising clients who are going through a divorce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alisa Maute: Cracking the Organic Growth Code for RIAs Oct 21, 2025 00:41:06 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI Oct 14, 2025 00:46:04 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nick Kavallieratos: Mastering Lifestyle Planning | Next Gen Oct 9, 2025 00:21:08 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Gelles: Patagonia, Capitalism, and the 'Dirtbag' Billionaire Oct 7, 2025 00:41:24 What financial advisors and entrepreneurs can learn from Yvon Chouinard and Patagonia’s paradoxical approach to capitalism, profit, and purpose. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams Sep 30, 2025 00:22:17 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ritik Malhotra: Independence, Culture, and AI | Next Gen Sep 25, 2025 00:20:47 “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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Matt Reiner: Practical AI Use Cases for High-Growth RIAs Sep 23, 2025 00:56:10 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI Sep 16, 2025 00:27:01 The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ariana Bhatia: Investing for Multigenerational Families | Next Gen Sep 11, 2025 00:18:14 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Michael Nathanson: Scaling Your Firm From Practice to Enterprise Sep 9, 2025 01:06:35 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Suzanne Siracuse: How to Reinvent Yourself and Your Career Sep 2, 2025 00:34:13 The former publisher turned wealth management consultant discusses authentic relationships, lessons from her career change, and why advisors should “give back.” Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Emily Malone: It’s Never too Late to Become an Advisor | Next Gen Aug 28, 2025 00:22:29 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inf

Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook Aug 26, 2025 00:54:59 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Josh Bronstein: ‘Playing the Long Game Is Key’ Aug 19, 2025 00:50:43 “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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Riley Saunders: The Psychology of Financial Planning | Next Gen Aug 14, 2025 00:21:17 “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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an

Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors Aug 12, 2025 00:53:34 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut Aug 5, 2025 00:16:34 Welling discusses Mercer’s aggressive acquisition strategy, which grew assets under management seven-fold since 2017. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen Jul 31, 2025 00:20:54 The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Evan Osnos: What Advisors Need to Know About the New Gilded Age Jul 29, 2025 00:59:03 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How a Top Morgan Stanley Doctor Helps Clients Stay Healthy Jul 22, 2025 00:23:55 Dr. Kim Henderson, head of health and wellness education, applies her medical expertise to help advisors when clients face health challenges. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tom Klingman: The Best Things About Independence | Next Gen Jul 17, 2025 00:24:12 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.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Edward Fishman: Weaponizing Finance and What It Means for Portfolios Jul 15, 2025 00:44:43 The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business Jul 8, 2025 00:41:03 The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ryan Moran: Top Tips for Working With Younger Clients | Next Gen Jul 3, 2025 00:16:28 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis Jul 1, 2025 00:30:43 A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection Jun 24, 2025 00:40:49 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episodes

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