Entrepreneurship and Thought Leadership in the Wealth Management Industry

Entrepreneurship and Thought Leadership in the Wealth Management Industry

One of the best thought-leaders in our industry, Alan Moore, CEO and Co-Founder of XY Planning Network and CEO of AdvicePay, joins me on this episode of Bridging The Gap. We discuss entrepreneurship, growing in the wealth management business, and developing new ideas and opportunities, as well as leading brands, what’s next for financial planning, and more.

Listen in to this exciting conversation with one of the brightest minds in our industry.

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Your Future Self is Not More Disciplined

Your Future Self is Not More Disciplined

We don't delay hard decisions because we're undisciplined. We delay them because our brains are wired to treat our future selves like someone else's problem. In this episode of The FutureProof Advisor...

26 Maalis 30min

Minimum Viable Progress

Minimum Viable Progress

Perfection doesn’t slow progress—it stops it. In this episode of The FutureProof Advisor, I explore how the pursuit of the “right” system, the “right” timing, or the “right” answer often becomes the v...

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The End of Free AI and What Advisors Should Do

The End of Free AI and What Advisors Should Do

AI is no longer a feature. It’s becoming infrastructure. In this episode of AI in Finance, I explore how agentic AI — from browser-based tools like Gemini and Atlas to autonomous assistants — is resha...

12 Maalis 20min

Research Without Action is Expensive Procrastination

Research Without Action is Expensive Procrastination

Preparation feels productive. But sometimes it’s just avoidance dressed up as diligence.In this episode of The FutureProof Advisor, I explore why the research we do to “get ready” can quietly become t...

5 Maalis 34min

The Gap Between Knowing and Doing

The Gap Between Knowing and Doing

Knowing what to do has never been the real problem. Doing it has. In this episode of The FutureProof Advisor, I explore the uncomfortable gap between awareness and action — the space where most progre...

26 Helmi 25min

The Innovation Plateau

The Innovation Plateau

Plateaus don’t announce themselves. They feel like success. In this episode of The FutureProof Advisor, I explore the subtle danger of operational excellence — how getting better at what’s already wor...

19 Helmi 29min

AI Agents, Automation, and the End of SaaS As We Know It

AI Agents, Automation, and the End of SaaS As We Know It

AI is no longer a tool sitting on the side of our workflow — it’s starting to participate in it. In this episode of The FutureProof Advisor, I explore the shift from automation to augmentation, and no...

11 Helmi 27min

The Cost of Certainty

The Cost of Certainty

Providing certainty is what advisors are paid to do. Ironically, it’s also what often holds firms back. In this episode of The FutureProof Advisor, I explore the tension between being professionally r...

5 Helmi 27min

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