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Barron's Advisor

Barron's Advisor
Economía y empresaInversión
Barron's Advisor
Último episodio

323 episodios

  • Barron's Advisor

    Rob Nelson: Nine Converging Forces in Financial Advice

    21/04/2026 | 1 h
    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.

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  • Barron's Advisor

    Omani Carson: What He Learned After ‘Winning’ the Game

    14/04/2026 | 59 min
    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.

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  • Barron's Advisor

    Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’

    07/04/2026 | 38 min
    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.

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  • Barron's Advisor

    Jason Early: How Top Advisors Win Business Owner Clients

    31/03/2026 | 35 min
    The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP.

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  • Barron's Advisor

    Michelle Magner: Powering Growth Through an Integrated Framework

    24/03/2026 | 52 min
    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.

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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Economía y empresaInversión

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