Podcast Episodes
Back to Search
The Promise—and Peril—of Working With Family Members | Next Gen
Episode 230
Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA.
Hosted by Simple…
1 year, 8 months ago
Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs
Episode 229
The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host:…
1 year, 8 months ago
Gary Roth and Mike Capelle: Blueprint for RIA M&A Success
Episode 228
The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP.
Hosted…
1 year, 9 months ago
Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen
Episode 227
“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 M…
1 year, 9 months ago
Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change
Episode 226
The Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Hos…
1 year, 9 months ago
How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen
Episode 225
Every other Thursday on Barron’s Advisor: The Way Forward: Next Generation, we speak with successful advisors who share their best advice for getting…
1 year, 9 months ago
David Newson: Proven RIA Marketing Strategies for 15% Organic Growth
Episode 224
The founder of XNW Digital provides a step-by-step roadmap to help advisors accelerate growth at their firms. Host: Steve Sanduski, CFP.
Hosted by Si…
1 year, 9 months ago
Dr. Frank Lipman: Cutting-Edge Strategies to Boost Longevity
Episode 223
The founder of Eleven Eleven Wellness and author of several books focused on health discusses how integrative medicine can help people live longer. H…
1 year, 9 months ago
Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025
Episode 222
Sanctuary Wealth’s chief investment strategist explains why she thinks we’re in the “golden age of investing.” Host: Greg Bartalos.
Hosted by Simpl…
1 year, 10 months ago
Nikolee Turner: Mastering the Three-Phase Framework for M&A Success
Episode 221
Schwab’s head of business consulting shares actionable strategies to help you maximize value and minimize regret when buying, selling, and integratin…
1 year, 10 months ago