Amyr Rocha Lima: Can Advisors Change How Clients Think About Money?
Amyr Rocha Lima discusses how to rethink financial planning by "matching meaning to the numbers" and helping seniors enjoying their wealth.
Matt Ludmer on Climbing “The Right Mountain,” the Purposes of True Wealth, and Why Achievement Isn’t Fulfillment
Matt Ludmer discusses the epiphany he experienced at the height of his career that sparked a decades-long exploration of true wealth.
Dr. Preston Cherry: Can AI Fake What Makes a Great Advisor?
Dr. Preston Cherry on why an advisor who lacks genuine wisdom, judgment, and lived experience will never be able to fill those gaps with AI.
Erin Moriarity on How She Generated 100 Million+ Views on Her Financial Content YouTube Channel
Erin Moriarity discusses digital marketing strategies for building trust and broadening influence and the psyche of the modern investor.
Brendan Frazier on What AI Can and Can’t Do to Improve Client Reviews and Close the Knowing-Doing Gap
Brendan Frazier argues that the proliferation of AI-powered data actually amplifies the need for a human decision-making partner.
Breanna Rae Blaney on What Does the Advisor Need to Become to Thrive in an AI-Dominated World
Breanna Rae Blaney argues that the future of human-to-human advice lies in helping clients align their wealth and wellbeing.
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.