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.
The 2030 Advisory Firm: Jeff McMillan on What’s Possible, What’s Science Fiction, and Where the Human Advisor Adds Value
Jeff McMillan and I map out the territory between what AI will be able to handle soon and where the human advisor will still provide value.
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.
Dr. Barbara Trautlein on How to Be a Great Change Leader So Your Team Embraces Your AI Initiatives
Dr. Barbara Trautlein discusses how leaders can help their teams rethink their roles and embrace new professional identities.
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.
Andrei Pop on Scaling an AI Workforce, the Limit to Advisor Capacity, and Building Trust in an AI Era
Andrei Pop and I discuss how AI is transforming wealth management and how Humanity Labs is shaping the future of our industry.
Carolyn McClanahan on Why Healthcare Planning is Way More Than Just an Expense Line in the Cash Flow Plan
Carolyn McClanahan discusses the financial advisor's evolving role at the intersection of money and health.
Joseph Moore: Why Timeless Financial Advice Eventually Breaks
Joseph Moore discusses the shifting paradigms that have defined how Americans think about growing their money.
Katie Cullen on How Top Advisors Build Scalable Firms
Katie Cullen discusses how her team at BlackRock works directly with growth-minded advisors to build more durable advisory firms.
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.