Q&A: Why Successful Firms Struggle to Innovate
There's a difference between being busy and actually moving forward — and most firms are doing a lot of the former while calling it the latter. In this episode of The FutureProof Advisor, Shannon join...
20 Aug 19min
AI Isn't Killing Jobs. It's Creating a New Economy.
The narrative around AI and job loss is louder than the data supports — and that gap matters for how we talk to clients. In this episode of The FutureProof Advisor, I dig into what's actually happenin...
6 Aug 20min
AI Doesn't Create Value. Your Process Does.
The questions advisors are asking right now aren't abstract — they're urgent, practical, and rooted in the daily reality of trying to move forward without losing what makes their firms valuable in the...
24 Juli 24min
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 Juli 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 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
