Don't Let Tech Leave You Behind
Building a successful wealth management firm isn’t just about numbers—it’s about vision, resilience, and embracing change. Douglas Boneparth’s journey from childhood dreams of becoming an architect or...
10 Apr 202535min
Your Brain is Playing Tricks on You
Our minds often deceive us, shaping our perceptions in ways we don’t realize. Cognitive biases influence decision-making, memory, and our ability to adapt. By understanding these mental traps, we can ...
3 Apr 202537min
The Power of Reflection and Strategy
The future of financial advisory isn’t just about keeping up—it’s about staying ahead. Erin Voisin of EP Wealth Advisors shares how forward-thinking firms can create a culture that anticipates client ...
27 Mars 202532min
Asking Questions that Matter
Great conversations don’t start with answers—they start with the right questions. In this episode of The FutureProof Advisor, I explore how curiosity, not just knowledge, is the key to deeper connecti...
20 Mars 202523min
Listening with Intention for Stronger Relationships
Most people hear, but few truly listen. Matt Halloran, author of 'Shut the F Up and Listen', joins The FutureProof Advisor to explore how deep listening transforms communication, leadership, and clien...
13 Mars 202547min
Unlocking the Power of Curiosity in Conversations
Effective communication is the key to building stronger, more meaningful relationships—both personally and professionally. In a world where information is readily available, the real differentiator li...
6 Mars 202523min
The Strategy Behind Building a Scalable and Resilient Firm
Success in financial advising isn’t just about managing assets—it’s about anticipating the future, building the right team, and staying relentlessly client-focused. Matt Reiner sits down with Eric She...
27 Feb 202534min
Turning Conflict Into Connection Through Better Conversations
The way we communicate can either bridge divides or deepen them, especially in high-stakes conversations. Matt Reiner, host of FutureProof Advisor Podcast, unpacks the psychology behind why people str...
20 Feb 202525min
