FutureProof Advisor Podcast

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

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

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

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

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

The advisory landscape is shifting fast—and staying relevant means rethinking how we create and deliver value. In this conversation, I sit down with Christian Hyldahl, founder of Varium Investment Par...

22 Touko 202532min

We tend to believe that more knowledge and more information will make our decisions easier and better. But what if that abundance of insight is actually holding us back?As leaders in this industry, we...

15 Touko 202529min

The most successful firms aren’t the ones that fear change—they’re the ones that actively lead it. That’s the mindset Todd Pisarczyk brings as we talk about how senior advisors and firm leaders can fu...

8 Touko 202535min