Heather Robertson Fortner on the Unsexy Realities of Building a Multi-Billion-Dollar RIA
Heather Robertson Fortner discusses how consistent execution and "Net Worthwhile" have fueled her firm's remarkable growth.
Using AI to Scale Personalization and Advisor Efficiency with Vinay Nair
Vinay Nair on the state of AI in financial services and why the rise of AI will make person-to-person skills even more critical.
Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity
Benjamin Brandt discusses his podcast marketing funnel, his unique approach to accepting and onboarding new clients, and leveraging tech.
Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm
Matt Reiner returns to discuss his entrepreneurial journey and the broader implications of technology and AI in financial advising.
Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services
Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.
Fidelity’s Andrew Brzezinski on Practical AI Applications for Advisors and Prepping for the Future
Andrew Brzezinski on generative AI, overcoming the barriers to adopting AI, key risks and ethical considerations, and the future of AI.
Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice
Jason Pereira and I discuss how financial advisors can take advantage of AI instead of being taken advantage of by AI.
To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not
You can't out AI, AI. So embrace it 100% then quadruple down on what AI cannot be.
Leveraging AI to Automate 30 – 40% of Your Mundane Tasks
Matt Reiner discusses how AI can do things human advisors don't need to be doing so that we can focus on things AI can't do.