
What Wealth Managers Need to Know About AI
AI headlines are coming fast—and for many advisors, they feel more like science fiction than tools for daily use. In this episode of The FutureProof Advisor, I break down three major AI developments m...
24 Heinä 202529min

Measure What Matter
Most firms focus on efficiency. The top performers make space for possibility. In this episode of The FutureProof Advisor, I explore what separates the top tier of companies from the rest—and how advi...
18 Heinä 202530min

Discomfort Is Your Competitive Advantage
Comfort feels safe—but in a fast-changing world, it can quietly become your firm’s biggest threat. In this episode of The FutureProof Advisor, I explore why individuals and organizations naturally res...
26 Kesä 202535min

Why Relationship Driven Advising Wins
Building a firm doesn’t always follow a straight line—and sometimes that’s the advantage. In this episode of The FutureProof Advisor, I sit down with Garrett Cottle, co-founder of Momentum Wealth Mana...
19 Kesä 202531min

Google Than Goldman
Regulations aren’t the problem—they’re the easy excuse. The real obstacle to innovation in wealth management often lies in our own mindset: a fear of failure, a bias toward what’s worked before, and a...
12 Kesä 202533min

Talent, Transition, and the Truth About Growth
Growth is the goal—but few talk about how uncomfortable it can actually be. In this episode of The FutureProof Advisor, I sit down with Rich Gill of Wealth Partners Capital Group to unpack what really...
5 Kesä 202536min

Risk, Failure, and Freedom - What School Didn't Teach You
We’re taught from a young age to aim for the right answer, follow the rules, and avoid mistakes. That mindset might’ve earned us gold stars in school—but in the real world of leadership, it often beco...
29 Touko 202529min





















