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 Juni 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 Juni 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 Maj 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 Maj 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 Maj 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 Maj 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
The Questions You Are Not Asking
The most valuable conversations advisors can have with clients rarely start with the questions we were trained to ask. In this episode of The FutureProof Advisor, I explore why the financial services ...
23 Apr 31min
