Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 7 chart positions in 7 markets.
By chart position
- 🇲🇽MX · Investing#1071K to 10K
- 🇳🇱NL · Investing#1281K to 10K
- 🇰🇷KR · Investing#2001K to 10K
- 🇿🇦ZA · Investing#121500 to 3K
- 🇻🇳VN · Investing#138500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
1.5K to 13K🎙 Daily cadence·300 episodes·Last published 1mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
5K to 42K🇲🇽24%🇳🇱24%🇰🇷24%+4 more - Active Followers
Loyal subscribers who consistently listen
1.5K to 13K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 21 epsHosts
Recent guests
Recent episodes
Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams
Jul 21, 2026
47m 45s
Jill Zucker: Why AI Could Reprice Financial Advice
Jul 14, 2026
50m 30s
Evan Vladem: How I Mix a Passion for Sports With Financial Advice
Jul 7, 2026
42m 44s
Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
Jun 30, 2026
36m 24s
Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations
Jun 23, 2026
36m 43s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/21/26 | advisor teamsgrowth strategies+3 | Sterling Shea | Morgan Stanley | — | Morgan StanleySterling Shea+3 | — | 47m 45s | ||
| 7/14/26 | AI in financefinancial advice+3 | Jill Zucker | McKinsey & Company | — | AIfinancial advice+3 | — | 50m 30s | ||
| 7/7/26 | sportsfinancial advice+3 | Evan Vladem | Associated Investor Services | — | financial advicesports+3 | — | 42m 44s | ||
| 6/30/26 | Social SecurityMedicare+3 | Mary Beth Franklin | Social SecurityMedicare | — | Social SecurityMedicare+3 | — | 36m 24s | ||
| 6/23/26 | premium valuationindependent RIA+3 | Mike LaMena | WealthspireRIA | — | premium valuationRIA+3 | — | 36m 43s | ||
| 6/16/26 | client behaviorinvestment success+3 | Bob Pisani | CNBC | — | client behaviorinvestment success+3 | — | 41m 41s | ||
| 6/9/26 | recruitmenttalent development+3 | Sarah Mouser | Merit Financial Advisors | — | wealth managementmentorship+3 | — | 36m 06s | ||
| 6/2/26 | client relationshipspartner transitions+3 | Lisa Westermark | Beverly Hills Private Wealth | — | client relationshipspartner transitions+3 | — | 41m 44s | ||
| 5/26/26 | RIA transactionsfinancial advice+3 | Shirl Penney | Dynasty Financial Partners | — | RIAfinancial partners+3 | — | 15m 21s | ||
| 5/19/26 | wealth managementultrawealthy clients+3 | Tom Freeman | FCS Family Office | — | wealth managementbillionaire families+3 | — | 37m 54s | ||
| 5/12/26 | AIadvisors+3 | Chris Todd | Envestnet | — | AIadvisors+4 | — | 21m 14s | ||
| 5/5/26 | inflationpopulism+4 | Anthony Scaramucci | SkyBridge CapitalWhite House | — | inflationpopulism+4 | — | 50m 22s | ||
| 4/28/26 | investment managementproduct strategy+3 | Yie-Hsin Hung | State Street Investment Management | — | State Streetinvestment management+3 | — | 16m 12s | ||
| 4/21/26 | financial adviceindustry consolidation+4 | Rob Nelson | NorthRock Partners | — | financial adviceAI+4 | — | 1h 00m 55s | ||
| 4/14/26 | business growthentrepreneurship+3 | Omani Carson | Carson Group | — | Omani CarsonCarson Group+3 | — | 59m 01s | ||
| 4/7/26 | diversified portfolioinvestment strategy+3 | Alex Shahidi | Evoke Advisors | — | diversificationinvesting+3 | — | 38m 13s | ||
| 3/31/26 | business ownersadvisors+3 | Jason Early | RISR | — | business ownersadvisors+3 | — | 35m 36s | ||
| 3/24/26 | growthinvestment management+3 | Michelle Magner | Socium Advisors | — | growthassets under management+3 | — | 52m 41s | ||
| 3/19/26 | wealth managementbusiness development+3 | Kelly Gaur | Mercer Advisors | — | wealth managementbusiness development+3 | — | 24m 02s | ||
| 3/17/26 | inflationAI+3 | Liz Ann Sonders | Charles Schwab | — | inflationAI+3 | — | 55m 43s | ||
| 3/10/26 | financial advisoryAI in finance+3 | Mollie Colavita | J.P. Morgan Advisors | — | financial advisorsAI+3 | — | 19m 18s |
Showing 21 of 21
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Chart history for Barron's Advisor
Peaked at #107 in Mexico, currently #107 in Mexico.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| Mexico | — | #107 | #107 | — |
| South Africa | — | #121 | #121 | — |
| Netherlands | — | #128 | #128 | — |
| VN | — | #138 | #138 | — |
| GR | — | #177 | #177 | — |
| NG | — | #191 | #191 | — |
| South Korea | — | #200 | #200 | — |
Chart Positions
7 placements across 7 markets.
Chart Positions
7 placements across 7 markets.