Measure Less, Understand More
Most firms track metrics—but very few measure what actually matters. In this episode of The FutureProof Advisor, I explore why outcome-based numbers like AUM and revenue can give the illusion of progr...
31 Jul 202531min
What Wealth Managers Need to Know About AI
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
Measure What Matter
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
Meetings Are Broken - Heres How to Fix Them
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
Discomfort Is Your Competitive Advantage
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
Why Relationship Driven Advising Wins
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
Google Than Goldman
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
Talent, Transition, and the Truth About Growth
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
