FutureProof Advisor Podcast

FutureProof Advisor Podcast

The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

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Jaksot(200)

Measure What Matter

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

Meetings Are Broken - Heres How to Fix Them

Meetings Are Broken - Heres How to Fix Them

Disruption doesn’t always start with big ideas—it often starts by noticing what’s broken. In this episode of The FutureProof Advisor, I sit down with Aaron Klein, founder of Nitrogen (former Riskalyze...

10 Heinä 202539min

Discomfort Is Your Competitive Advantage

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

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

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

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

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

The Future of Investment Management Isn't Human... Or Is It?

The Future of Investment Management Isn't Human... Or Is It?

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

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