The Diary Of A CEO with Steven Bartlett
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Barron's Advisor
by Barron's Advisor
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About the show
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Latest episodes
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Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap
October 6, 2026 · 16 minThe firm’s head of wealth management and field management describes how its advisors are using artificial intelligence, technology, and teaming to build trust with clients and help them reach their goals. Host: Greg Bartalos. Hosted by…
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Jennifer Marcontell: How to Scale Your Practice With a Human Touch
September 29, 2026 · 46 minThe Ameriprise financial advisor shares strategies for growing a financial advisory firm into an enduring organization while preserving core values and maintaining deep client connections. Host: Ray Sclafani. Hosted by Simplecast, an…
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Jeff McMillan: Inside the RIA of 2030
September 22, 2026 · 50 minMorgan Stanley’s former head of firmwide artificial intelligence looks inside the AI-powered advisory firm of 2030 and discusses what humans may still be uniquely needed to do. Host: Steve Sanduski. Hosted by Simplecast, an AdsWizz…
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Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades
September 15, 2026 · 33 minThe Barron’s-ranked managing director of Kayne Anderson Rudnick explains why “difficult” clients can be a gift to financial advisors and describes how lighthearted moments can build client relationships. Host: Greg Bartalos. Hosted by…
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Barbara Trautlein: Bad Change Leadership Will Kill Good AI
September 8, 2026 · 41 minThe founder of Change Catalysts explains how leaders can turn resistance, uncertainty, and disruption into successful AI adoption. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information…
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Scott Danner: How to Manage the Emotional Toll of Succession Planning
September 1, 2026 · 28 minThe chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See…
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Andrei Pop: Using an AI Workforce to Scale Your RIA
August 25, 2026 · 1 hr 1 minHumanity Labs’ founder discusses what happens when AI takes over the machine work and advisors are left to focus on the work only humans can do. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for…
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Andrew Goldberg: Solving for Liquidity Concerns in Private Investments
August 18, 2026 · 22 minTo 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…