Even the Pope is Talking about IAI. Your Clients are Too.
The conversation around AI has officially moved beyond the technology sector — and the implications for wealth management are worth paying attention to. In this episode of The FutureProof Advisor, I e...
9 Jul 23min
Q & A: The AI Blueprint for RIA's
The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FuturePro...
26 Jun 25min
Digital Workers & Robots: What Advisors Should be Watching
The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break do...
12 Jun 22min
The Biggest AI Questions Advisors Are Asking
The questions advisors are asking about AI right now aren't abstract — they're urgent, practical, and coming from every corner of the industry. In this episode of The FutureProof Advisor, I sit down w...
28 Mai 32min
How AI Is Quietly Transforming Wealth Managment
The AI story has shifted — and the shift matters for how we think about both our firms and our clients' portfolios. In this episode of The FutureProof Advisor, I explore how the biggest names in techn...
21 Mai 24min
The Invisible Rules Running Your Firm
Every firm has two operating systems. The one that's documented — and the one that actually runs the place. In this episode of The FutureProof Advisor, I explore what I call shadow systems: the unwrit...
14 Mai 24min
Why Dunbar's Number Doesn't Define Your Capacity
We've been told there's a ceiling on how many deep client relationships an advisor can maintain — that human cognition has hard limits, and trying to exceed them means sacrificing quality for quantity...
7 Mai 24min
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
