The Punk Rock Advisor: Matt Zeigler on AI, “Scenes,” and Selling Out
Matt Zeigler connects lessons from working in the music industry to the future of financial advice in the age of AI.
Chris Galipeau: Two Variables Drive the Stock Market. Everything Else is Noise
Chris Galipeau shares his philosophy for separating critical market signals from the deafening noise of the modern media landscape.
Sean Wing on Delivering Continuous, Proactive, Hyper-Personalized Fiduciary Advice at Scale
Sean Wing explains why he set out to build a "Google Maps for your financial life" and how AI will affect the value of financial advice.
Joseph Moore: Why Timeless Financial Advice Eventually Breaks
Joseph Moore discusses the shifting paradigms that have defined how Americans think about growing their money.
John Bowen on A Strategic Blueprint to Achieve 100x Growth
John Bowen and I discuss how advisors can capitalize on the finance industry's massive demographic and technological shifts.
Duncan MacPherson on How Advisors Can Thrive in the AI Era
Duncan MacPherson believes this is the best time in history to be a financial advisor -- if you're willing to evolve.
John Scianna on Building an Authentic Enterprise-Grade RIA Brand
John Scianna, the Founder of Objective Brand, on building a brand that attracts your ideal clients and repels folks you shouldn't work with.
“Both/And” Thinking: Kelly Lewis on Navigating Polarities to Deepen Client Conversations
Kelly Lewis explains why leaders need to understand the difference between a problem to be solved and a polarity to be navigated.
Jamie Hopkins on Exit Planning, Training New Advisors, and “Your Retirement Sketchbook”
Jamie Hopkins discusses why business exit planning will be the single greatest organic growth engine over the next 15 years.
Dan Haylett and Alan Smith: AI Is Compressing Technical Advice to Zero
Discussing AI and the future of financial advisory with Dan Haylett of TFP Financial Planning and Alan Smith of Capital Partners.