Barron's Advisor

Steve Sanduski, Greg Bartalos

Booking Overview

This is a professional interview show focused on wealth management and advisor practice management, featuring senior executives, founders, and specialists in areas such as AI, leadership, succession, hiring, and client relationships. Credible pitches include RIA and wealth-management executives, financial-advisor practice leaders, and experts with demonstrated expertise applying technology or organizational change in advisory firms; booking difficulty is medium because guests generally hold substantial industry leadership or subject-matter credentials.

Metrics

Episodes: 347

Frequency: Weekly

Rating: 4.1/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

Contact Information

Publicly listed emails

podcasts@dowjones.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Steve Sanduski - Certified financial planner and wealth management professional who co-hosts discussions with leaders in financial advice, technology, and practice management.

Greg Bartalos - Wealth management-focused host covering industry leaders and practical issues affecting financial advisory firms.

Booking Intelligence

Booking Requirements

medium

Typical Credentials:

Senior wealth management executives, RIA founders, financial advisory practice leaders, and recognized specialists in AI, organizational change, growth, or succession planning with direct industry experience.

Required Achievements:

Executive leadership at established wealth management or advisory firms, Founding a company or practice serving the financial advisory industry, Recognition or ranking within the wealth management field, Demonstrated implementation of AI, growth, succession, or organizational-change initiatives

Recent Guest Discussions

Jeff McMillan - Ai-powered Advisory Firms, The Future Of Rias, And The Human Skills That Remain Essential In Wealth Management.

Spuds Powell - Lessons From Three Decades In Wealth Management, Difficult Clients, And Building Client Relationships.

Barbara Trautlein - Change Leadership, Resistance To Organizational Disruption, And Successful AI Adoption.

Scott Danner - Succession Planning, Strategic Partnerships, And Work-life Balance For Financial Advisors.

Andrei Pop - Using AI Workforces To Scale Rias And Separating Machine-based Work From Uniquely Human Advisory Work.

Recent Topics

Finance, Wealth Management, Artificial Intelligence, Leadership, Succession Planning

Episodes

Here's the recent few episodes on

Barron's Advisor

Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap

October 06, 2026

The 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 Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jennifer Marcontell: How to Scale Your Practice With a Human Touch

September 29, 2026

The 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 AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jeff McMillan: Inside the RIA of 2030

September 22, 2026

Morgan 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 company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Publicly listed emails

podcasts@dowjones.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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