Your CRM Knows Everything
Data tells you what clients have. It rarely tells you why it matters to them. In this episode of The FutureProof Advisor, I explore the gap between personalization and purpose — and why confusing the ...
30 Apr 27min
The Questions You Are Not Asking
The most valuable conversations advisors can have with clients rarely start with the questions we were trained to ask. In this episode of The FutureProof Advisor, I explore why the financial services ...
23 Apr 31min
Capacity Without Purpose is Just More Busy Work
Creating capacity through AI is only half the equation. In this episode of The FutureProof Advisor, I explore why so many firms are working harder than ever despite having better tools than ever — and...
16 Apr 27min
AI For RIAs: The Trends That Will Impact Your firm
The lines between cybersecurity, healthcare, and wealth management are blurring faster than most firms realize. In this episode of The FutureProof Advisor, I explore three developments that may seem u...
9 Apr 25min
The Empathy Gap
Technology can capture every word of a conversation. What it cannot capture is what those words actually mean. In this episode of The FutureProof Advisor, I explore the growing gap between having perf...
2 Apr 28min
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 Mar 30min
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...
19 Mar 30min
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 Mar 20min
