Barron's Advisor

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Rob Nelson: Nine Converging Forces in Financial Advice
21.04.2026 | 1 godz.
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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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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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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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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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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