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
Research Without Action is Expensive Procrastination
Preparation feels productive. But sometimes it’s just avoidance dressed up as diligence.In this episode of The FutureProof Advisor, I explore why the research we do to “get ready” can quietly become t...
5 Mar 34min
The Gap Between Knowing and Doing
Knowing what to do has never been the real problem. Doing it has. In this episode of The FutureProof Advisor, I explore the uncomfortable gap between awareness and action — the space where most progre...
26 Feb 25min
The Innovation Plateau
Plateaus don’t announce themselves. They feel like success. In this episode of The FutureProof Advisor, I explore the subtle danger of operational excellence — how getting better at what’s already wor...
19 Feb 29min
