The Gap Between Knowing and Doing

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 Jul 202529min

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 Jul 202530min

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 Jul 202539min

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 Jun 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 Jun 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 Jun 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 Jun 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 Mai 202529min