The End of Free AI and What Advisors Should Do
AI is no longer a feature. It’s becoming infrastructure. In this episode of AI in Finance, I explore how agentic AI — from browser-based tools like Gemini and Atlas to autonomous assistants — is resha...
12 Mars 20min
Research Without Action is Expensive Procrastination
Preparation feels productive. But sometimes it’s just avoidance dressed up as diligence.In this episode of The FutureProof Advisor, I explore why the research we do to “get ready” can quietly become t...
5 Mars 34min
The Innovation Plateau
Plateaus don’t announce themselves. They feel like success. In this episode of The FutureProof Advisor, I explore the subtle danger of operational excellence — how getting better at what’s already wor...
19 Feb 29min
AI Agents, Automation, and the End of SaaS As We Know It
AI is no longer a tool sitting on the side of our workflow — it’s starting to participate in it. In this episode of The FutureProof Advisor, I explore the shift from automation to augmentation, and no...
11 Feb 27min
The Cost of Certainty
Providing certainty is what advisors are paid to do. Ironically, it’s also what often holds firms back. In this episode of The FutureProof Advisor, I explore the tension between being professionally r...
5 Feb 27min
The Advisor's Forgetting Curve
We like to believe we remember more than we actually do. In this episode of The FutureProof Advisor, I explore the uncomfortable reality of the forgetting curve—and why it quietly undermines even the ...
29 Jan 26min
Velocity Over Volume
The firms that will win going forward won’t be the ones who can handle the most clients—they’ll be the ones who can relieve uncertainty the fastest. In this conversation on The FutureProof Advisor, I ...
21 Jan 23min
