Cresset’s Susie Cranston on Aligning Passion, Technology, and Leadership to Scale a Multibillion-Dollar Firm
Susie Cranston shares her insights on the essence of great leadership and navigating the key inflection points firms face as they scale.
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.
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.
Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM
Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.
ChatGPT and I Recorded a Podcast
I connected ChatGPT to a text to speech AI from ElevenLabs named Rachel. She graciously answered my questions to showcase some of AI's capabilities.
Mastering a Growth Mindset with Hightower’s Scott Holsopple
Scott Holsopple, the Chief Growth Officer at Hightower, discusses how advisors should be thinking about personal and professional growth.
Building an Interconnected Technology Future with Ainslie Simmonds
Ainslie Simmonds on building an interconnected suite of financial applications that will give advisors more time to focus on clients.
Future Proof Your Advisory Practice with Ric Edelman
A discussion of 5 key areas that are rapidly changing and what financial advisors should be doing right now to embrace them and future proof your practice.
A Masterclass in Marketing with Stephanie Bogan and Patrick Brewer
Patrick Brewer and Stephanie Bogan on the mindset, strategies, and tactics that lead to masterful marketing success.