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 Juli 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 Juli 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 Juli 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 Juni 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 Juni 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 Juni 202533min
Risk, Failure, and Freedom - What School Didn't Teach You
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 Maj 202529min
