FutureProof Advisor Podcast

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

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 Mai 202532min

We tend to believe that more knowledge and more information will make our decisions easier and better. But what if that abundance of insight is actually holding us back?As leaders in this industry, we...

15 Mai 202529min

The most successful firms aren’t the ones that fear change—they’re the ones that actively lead it. That’s the mindset Todd Pisarczyk brings as we talk about how senior advisors and firm leaders can fu...

8 Mai 202535min

We like to believe our success comes from skill and hard work—and when things don’t go our way, it’s easy to blame external forces. But the truth is, luck and timing often play a bigger role in outcom...

1 Mai 202531min