Conversations with industry leaders on the future of wealth management, fintech innovation, and financial advisory technology.https://www.investipal.co/en-ushttps://www.investipal.co/podcasts/the-future-of-wealth-management-tech-winners-losers/https://www.investipal.co/podcasts/the-future-of-wealth-management-tech-winners-losers/John O’Connell is the founder of The Oasis Group , a leading consultancy helping RIAs, IBDs, and asset managers build the tech stack of the future. With over 30 years of experience at firms like Merrill Lynch, KPMG, and Oracle, John brings a rare blend of sales, tech, and executive insight to the wealth management space. At Oasis, he now advises firms on tool selection, AI strategy, and how to scale with modern infrastructure. In this episode, we talk about: Why “note-takers” are evolving into full AI-powered assistants The difference between RIA and bank trust innovation cycles How custodians are becoming full-stack competitors What to watch for in AI regulation, risk, and hallucinations The winners and losers of the next wave of advisor tech Please enjoy our conversation with John O’Connell.Mon, 11 Aug 2025 18:30:18 GMThttps://www.investipal.co/podcasts/agentic-ai-tech-gaps-and-whats-next-for-advisors-with-f2s-doug-fritz/https://www.investipal.co/podcasts/agentic-ai-tech-gaps-and-whats-next-for-advisors-with-f2s-doug-fritz/Doug Fritz is the co-founder and Executive Chairman of F2 Strategy , North America’s leading wealthtech consulting firm. After a career as CTO and technology leader at Credit Suisse, Wells Fargo, and First Republic, Doug launched F2 Strategy to help RIAs, family offices, banks, and trust companies navigate technology, data, and M&A decisions with hands-on industry expertise. In this episode, we talk about: Why banks lag behind RIAs in technology adoption How AI is really being used, and where it’s overhyped The future of advisor desktops and agentic AI How M&A is driving tech investment decisions in wealth management Please enjoy our conversation with Doug Fritz.Mon, 28 Jul 2025 20:29:02 GMThttps://www.investipal.co/podcasts/are-we-in-a-private-equity-bubble-with-jared-dillian/https://www.investipal.co/podcasts/are-we-in-a-private-equity-bubble-with-jared-dillian/Jared Dillian is a writer, trader, musician, entrepreneur and educator. In this episode, we talk about his views on the potential $8 trillion private equity bubble, the current market environment, and how the relationship between time and money impacts financial success. We also discuss his views on commodities, investing strategies, personal finance tips and his books including his upcoming collection of short stories. Please enjoy our conversation with Jared Dillian.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/building-a-7-figure-advisory-practice-through-community-with-derrick-kinney/https://www.investipal.co/podcasts/building-a-7-figure-advisory-practice-through-community-with-derrick-kinney/Derek Kinney is the founder of the Good Money Framework and Success for Advisors , drawing from his experience as a Forbes top 1% advisor. In this episode, Derek shares insights from his unconventional journey, including how community engagement helped him scale his advisory practice. We discuss effective marketing strategies, practical ways to identify your ideal client by focusing on relatable pain points, and how to bridge generational gaps by connecting emotionally with clients. We also explore how advisors can position their value beyond traditional portfolio management, the importance of tying financial success to purpose, and key lessons learned from Derek’s own entrepreneurial transitions. Please enjoy our conversation with Derek Kinney.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/building-wealth-early-lessons-from-a-top-financial-advisor/https://www.investipal.co/podcasts/building-wealth-early-lessons-from-a-top-financial-advisor/Travis Freeman is a partner at a $30 billion RIA and author of Make Your Money Work and The Fortune of Youth , his newest release that explains how time is the greatest asset for building wealth. In this episode, we talk about Travis's journey from a life-changing accident to becoming a top financial advisor. We also discuss his experience building a startup, how he approaches marketing, the future of wealth management, AI, Madonna, and much more. Please enjoy our conversation with Travis Freeman.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/financial-literacy-for-kids-and-teens-with-liz-frazier/https://www.investipal.co/podcasts/financial-literacy-for-kids-and-teens-with-liz-frazier/Liz Frazier is a financial planner, author of "Beyond Piggy Banks and Lemonade Stands" and a strategic advisor to Copper Bank, a digital bank for teens. She’s recognized by Investopedia as a Top 100 Financial Advisor and is fiercely dedicated to promoting financial literacy from an early age. In this episode, Liz shares valuable tips for parents on introducing money management concepts to kids and teens. We discuss the importance of hands-on experiences, how to handle allowances and credit cards, and preparing the next generation for financial success. Please enjoy our conversation with Liz Frazier.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/fixing-the-advisor-tech-stack-workflows-ai-and-better-data-with-andrew-ladwig/https://www.investipal.co/podcasts/fixing-the-advisor-tech-stack-workflows-ai-and-better-data-with-andrew-ladwig/Andrew Ladwig is the Director of Business Development at Wealthbox , a CRM purpose-built for financial advisors. With 15 years in the industry, from wholesaling to roles at Advyzon and Wealthbox, Andrew brings a broad perspective on how firms are using technology to build more efficient, client-centric practices. In this episode, we talk about: Why CRMs often fail and what makes Wealthbox different How workflows, integrations, and data actionability drive advisor success The future of advice, CRM, and AI-driven productivity Please enjoy our conversation with Andrew Ladwig.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/from-zero-to-billion-marketing-lessons-for-financial-advisors-with-jeremiah-desmarais/https://www.investipal.co/podcasts/from-zero-to-billion-marketing-lessons-for-financial-advisors-with-jeremiah-desmarais/Jeremiah Desmarais is the CEO of Advisorist and a member of the Forbes Coaches Council. He’s helped over 10,000 financial advisors and insurance agents grow their practices, and in this episode he shares exactly how. We talk about the journey from scrappy startups to billion-dollar exits, the evolution of advisor marketing, and why the shift from “advisor” to “coach” is changing the game. Jeremiah explains why emotional storytelling is more powerful than logic, how LinkedIn has become the most underrated client acquisition platform in wealth management, and what it really takes to build a seven-figure practice working just four days a week. If you’re looking to scale with less stress and more intention, this one’s for you. Please enjoy our conversation with Jeremiah Desmarais.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/good-financial-planning-depends-on-good-data/https://www.investipal.co/podcasts/good-financial-planning-depends-on-good-data/Tim Bickmore is Co-Founder and Director of Financial Planning at LBW Wealth Management and Co-Founder at Hyphaway, a modern financial planning software with data at its core. In this episode, Tim shares why proper data architecture and classification is hard to get, how that impacts financial planning, common mistakes made by advisors and clients in financial planning, tax optimization strategies, the future of AI in financial planning, and more. Please enjoy our conversation with Tim Bickmore.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/how-financial-advisors-can-scale-trust-build-better-connections-with-diana-cabrices/https://www.investipal.co/podcasts/how-financial-advisors-can-scale-trust-build-better-connections-with-diana-cabrices/Diana Cabrices is the founder of Diana Cabrices Consulting and the wealth industry's first Chief Evangelist, helping firms establish a strong brand presence to attract and retain clients. In this episode, we dive into Diana's journey into brand evangelism, the importance of building relatability as a financial advisory, how to both scale trust and drive better client engagement in a digital world, and how to do all of it compliantly. Please enjoy our conversation with Diana Cabrices.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/how-to-build-wealth-in-todays-world/https://www.investipal.co/podcasts/how-to-build-wealth-in-todays-world/Colin Overweg is the founder of Advize Wealth, an Investopedia Top 100 Advisor, and member of the Board for the Financial Planning Association. He’s also been featured in publications like Barron’s, CNBC and The New York Times and a frequent lecturer at various universities. In this episode, we talk about how building wealth today is radically different than it used to be, pensions, misconceptions about home ownership, how to get started with investing, whole life insurance, Nancy Pelosi’s portfolio and more. Please enjoy our conversation with Colin Overweg.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/how-to-evaluate-alternative-investments-with-noah-damsky/https://www.investipal.co/podcasts/how-to-evaluate-alternative-investments-with-noah-damsky/Noah Damsky is the founder of Marina Wealth Advisors , a boutique wealth management firm specializing in alternative investments and tailored financial planning. With a career that spans roles at renowned institutions like PIMCO, Bessemer Trust, and the Los Angeles County Pension Fund, Noah brings a unique perspective to the world of private markets and wealth advisory. In this episode, Noah shares his journey from working with institutional investors to launching his own firm, offering valuable insights into the rise of alternative investments and their growing role in client portfolios. We dive into the nuances of private market investing, from evaluating fund managers and understanding liquidity challenges to aligning private and public market exposure for diversification. Noah also discusses practical due diligence strategies, the importance of realized versus unrealized returns, and how financial advisors can navigate the complexities of the alternative investment landscape to better serve their clients. Please enjoy our conversation with Noah Damsky.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/inside-the-fintech-private-credit-booms-with-christian-faes/https://www.investipal.co/podcasts/inside-the-fintech-private-credit-booms-with-christian-faes/Christian Faes is the CEO of Faes & Co, an investment firm specializing in private credit, and the founder of F2 Finance and LendInvest, a publicly traded UK digital mortgage lender. In this episode, we discuss Christian’s journey from law to entrepreneurship, the evolution of financial sector disruption, the rise of private credit, and the advantages of specialized lending. Additionally, Christian offers key insights for private credit investors and discusses the role of technology in enhancing niche lending markets. Please enjoy our conversation with Christian Faes.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/loosely-functioning-disasters-and-long-term-relationships-with-brent-beshore/https://www.investipal.co/podcasts/loosely-functioning-disasters-and-long-term-relationships-with-brent-beshore/Brent Beshore is the CEO and founder of Permanent Equity, a private equity fund uniquely focused on the long-term. In this episode, we dive into Brent’s journey into private equity, the value of operational experience as an investor, the diligence process, leadership, and the importance of long-term relationships and compounding. Please enjoy our conversation with Brent Beshore.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/making-financial-independence-inevitable-with-nate-hoskin/https://www.investipal.co/podcasts/making-financial-independence-inevitable-with-nate-hoskin/Nate Hoskin, founder of Hoskin Capital, discusses his journey in growing his practice and servicing a younger clientele. He emphasizes the importance of asset allocation and a quantitative approach to investing. Nate highlights the role of modern portfolio theory in optimizing portfolios and the need for personalized investment strategies. He also stresses the value of financial planning and consistency in achieving financial independence. Nate addresses the lack of education in the financial advisor toolkit and the challenges in creating educational content. In this episode , we chat with Nate Hoskin of Hoskin Capital about financial planning for millennials and Gen Z. Learn about his approach to investing, asset allocation, and education for younger investors. Please enjoy our conversation with Nate Hoskin.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/mastering-independence-tech-and-strategy-for-advisors-with-tim-welsh/https://www.investipal.co/podcasts/mastering-independence-tech-and-strategy-for-advisors-with-tim-welsh/Tim Welsh is the president of Nexus Strategy, a consulting firm dedicated to helping financial advisors grow their businesses. With a career spanning roles at Merrill Lynch and Schwab, Tim has been at the forefront of practice management and the evolution of the wealth management industry. In this episode, Tim shares his journey from Wall Street to launching Nexus Strategy, offering insights into how financial advisors can scale their practices by simplifying complexity, focusing on niche markets, and leveraging technology. We explore the evolution of the wealth tech ecosystem, the challenges of "tech piles" versus unified solutions, and the transformative potential of AI in improving productivity and client engagement. Tim also provides actionable advice for new and independent advisors looking to grow beyond the early stages of their careers. Please enjoy our conversation with Tim Welsh.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/passion-meets-planning-reverse-engineering-your-retirement-and-success-with-justin-castelli/https://www.investipal.co/podcasts/passion-meets-planning-reverse-engineering-your-retirement-and-success-with-justin-castelli/Justin Castelli is multifaceted. He is the founder of RLS Wealth, the AGC, and PRST, as well as the host of the LifeDesign+ podcast. He is a speaker, a poet, and a strong advocate for living an authentic life and helping others to do the same. In this episode, we explore Justin's journey to authenticity, his approach to client relationships, and how he encourages clients to pursue their interests and passions. We also discuss the evolving role of financial planners, why being less focused on the numbers when setting goals can actually be beneficial in the long run, and how Justin's supporting other financial advisors through initiatives like the Advisor Growth Community. Please enjoy our conversation with Justin Castelli .Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/scaling-your-advisory-practice-through-linkedin-with-ariel-lee-2/https://www.investipal.co/podcasts/scaling-your-advisory-practice-through-linkedin-with-ariel-lee-2/Ariel Lee built her financial advisory practice primarily from LinkedIn, growing one of the largest followings of any advisor on the platform today. In this episode, she shares her unconventional path from automotive finance to wealth management, the financial pitfalls she witnessed, and how those experiences shape her approach to advising clients. We also discuss marketing on LinkedIn, the power of authenticity and relatability, and finding a niche. Please enjoy our conversation with Ariel Lee.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/the-complexities-of-investing-with-peter-lazaroff/https://www.investipal.co/podcasts/the-complexities-of-investing-with-peter-lazaroff/Peter Lazaroff is the CIO of ⁠PlanCorp ⁠, Advisor at ⁠ Brightplan⁠, and Author of ⁠ Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever⁠ . He shares how he thinks about the complexities of finance, portfolio construction and management, the importance of taking a scientific approach to investing, decision-making and reducing bias, and more. Please enjoy our conversation with Peter Lazaroff.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/the-future-of-advice-ai-vr-and-what-comes-next-with-matt-reiner/https://www.investipal.co/podcasts/the-future-of-advice-ai-vr-and-what-comes-next-with-matt-reiner/Matt Reiner is the Managing Partner at Capital Investment Advisors and Wela Strategies, and the creator of Future Proof Advisor. In this episode, Matt shares his journey growing a multi-billion-dollar advisory firm, launching a tech startup, and what he learned from shutting it down. We talk about the future of financial advice, including how AI and virtual reality will transform advisor workflows, training, and client relationships. Matt also discusses the mindset advisors need to stay relevant and how firms can use innovation to better serve clients and scale sustainably. Please enjoy our conversation with Matt Reiner.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/the-future-of-financial-services-with-jamie-hopkins/https://www.investipal.co/podcasts/the-future-of-financial-services-with-jamie-hopkins/Jamie Hopkins is the CEO of Bryn Mawr Capital Management, a wealth management firm with $72 billion in assets under advisement across 116 offices. He is also the founder of the FinSERV Foundation, a non-profit organization that provides mentorship, coaching, and education to students and young professionals in the financial services industry. Jamie is passionate about promoting financial literacy and empowering the next generation of financial professionals. In this episode, Jamie discusses the importance of developing the next generation of financial advisors and planners, and shares his perspectives on attracting young talent to the industry. Please enjoy our conversation with Jamie Hopkins.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/the-human-side-of-money-with-brendan-frazier/https://www.investipal.co/podcasts/the-human-side-of-money-with-brendan-frazier/Brendan Frazier is the Chief Behavior Officer at RFG Advisory and the host of The Human Side of Money podcast. In this episode, Brendan shares his journey from sales to financial planning, and why he believes emotional intelligence, not technical skill, is the future of the industry. We talk about how technology is reshaping the advisor’s role, why connecting with clients on a human level matters more than ever, and how small changes in communication can build stronger, more lasting relationships. Please enjoy our conversation with Brendan Frazier.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/the-legacy-of-jim-simons-and-quant-investing-with-meb-faber/https://www.investipal.co/podcasts/the-legacy-of-jim-simons-and-quant-investing-with-meb-faber/Meb Faber is the co-founder and Chief Investment Officer of Cambria Investment Management, host of the Meb Faber Show podcast, and an accomplished author of numerous books and white papers on investing. In this episode, Meb discusses the legacy of Jim Simons and the impact of Renaissance Technologies on quantitative investing. He dives into the value of trend following and global diversification in investment portfolios, and the importance of a scientific approach to the markets. Meb also shares insights on the current US industrial policy, the future of US vs. international investing, and highlights a lesser-known semiconductor stock that has outperformed Nvidia. Please enjoy our conversation with Meb Faber.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/the-next-generation-of-wealth-management-with-paul-litchfield/https://www.investipal.co/podcasts/the-next-generation-of-wealth-management-with-paul-litchfield/In this episode, we sit down with Paul Litchfield, a top next-generation wealth advisor. We explore the challenges and opportunities in the wealth management industry today, including the aging workforce and the importance of succession planning for financial advisors. We also discuss the shift towards the registered independent advisory (RIA) model, and why it's winning vs. larger incumbents. Finally, we look at the need for comprehensive services, including financial planning and tax strategies, and talk about the increasing interest in alternative investments. Tune in for practical insights into the evolving landscape of wealth management.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/the-rational-approach-to-wealth-management-with-cameron-passmore/https://www.investipal.co/podcasts/the-rational-approach-to-wealth-management-with-cameron-passmore/Cameron Passmore is Executive Chairman and Portfolio Manager at PWL Capital, one of Canada’s premier independent advisory firms that puts its people and clients at the heart of its purpose. He’s also co-host of the Rational Reminder podcast with Ben Felix, a leading advocate for evidence-based, systemic investing, and is dedicated to the continuous development of people, knowledge, and technology. In this episode, we discuss PWL’s client-centric approach, how they structure the organization to align with purpose, building a nationally-recognized brand centered on improving financial literacy, the Canadian advisory landscape and the misalignment of incentives, and more. Please enjoy our conversation with Cameron Passmore..Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/the-retirement-strategy-every-high-earner-should-know-with-venu-reddy/https://www.investipal.co/podcasts/the-retirement-strategy-every-high-earner-should-know-with-venu-reddy/Venu Reddy is the President of FBS Securities, co-founder of 42VC, and author of The Ultimate Guide to Cash Balance Plans . In this episode, Venu shares his journey from Wall Street to launching his own RIA and VC firm, and why he's now focused on helping high earners and business owners build smarter retirement strategies. We dive deep into cash balance plans (CBPs) and how they compare to 401(k)s and IRAs, when they make sense, and how advisors can use them to grow AUM while adding real value to clients. Venu also shares two compelling case studies: one where a CBP worked extremely well, and one where it didn’t, and the lessons learned from each. Please enjoy our conversation with Venu Reddy.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/unlocking-alternative-investments-with-the-queen-of-alternatives-shana-sissel/https://www.investipal.co/podcasts/unlocking-alternative-investments-with-the-queen-of-alternatives-shana-sissel/Shana Sissel is the Founder, President & CEO of Banrion Capital Management, an alternatives technology platform helping to simplify investing in alternatives for advisors and assessment managers. She’s a frequent speaker and contributor to major outlets like CNBC, Fox Business Network, Bloomberg and the TD Ameritrade Network. And she’s a fierce advocate for women in finance. In this episode, we explore the rising popularity of alternative investments, the difficulties advisors face in navigating this space, how Banrion is making it easier for advisors, and how these investments can be incorporated to improve a portfolio. We also discuss cryptocurrency, rate cuts and much more. Please enjoy our conversation with Shana Sissel, “The Queen of Alternatives”.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/unlocking-growth-with-private-lending-alternative-assets-with-jamie-shulman/https://www.investipal.co/podcasts/unlocking-growth-with-private-lending-alternative-assets-with-jamie-shulman/Jamie Shulman is Co-Founder and Fund Manager at Meriwether Group Capital, a private commercial lending company focused on providing growth capital to lower middle market businesses. After 25+ years in banking and lending, Jamie has built a track record of delivering top tier results to businesses and their shareholders, and developed deep expertise in private credit. In this episode, Jamie shares with us how Meriwether Group approaches private lending, what they look for in borrowers, how they structure their investments and the current environment for private credit from businesses seeking capital to investors looking for yield. Please enjoy our conversation with Jamie Shulman.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/unlocking-liquidity-the-future-of-startup-equity-private-markets-with-dave-thornton/https://www.investipal.co/podcasts/unlocking-liquidity-the-future-of-startup-equity-private-markets-with-dave-thornton/Dave Thornton is the CEO and co-founder of Vested, a platform designed to help startup employees unlock the value of their stock options. In this episode, Dave dives into the complexities of stock options, the challenges of providing liquidity for startup employees, and how Vested is bridging the gap by offering innovative funding solutions. We also discuss the evolving private markets, the role of secondary markets, and the increasing need for liquidity as companies stay private longer. Please enjoy our conversation with Dave Thornton.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/was-this-hedge-funds-performance-pure-luck-with-corey-hoffstein/https://www.investipal.co/podcasts/was-this-hedge-funds-performance-pure-luck-with-corey-hoffstein/Corey Hoffstein is a quantitative researcher, portfolio manager, and financial innovator. In this episode, Corey shares his insights on return stacking, the overlooked impact of rebalancing timing, and how to find alpha in increasingly efficient markets. We also explore his views on trend following, the 13-month momentum anomaly, and how his innovative ETF strategies are reshaping portfolio construction. Please enjoy our conversation with Corey Hoffstein.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/wealth-management-nvidia-bitcoin-more-with-douglas-boneparth/https://www.investipal.co/podcasts/wealth-management-nvidia-bitcoin-more-with-douglas-boneparth/Douglas Boneparth is the Founder and President of Bone Fide Wealth, a New York City-based wealth management firm dedicated to serving the city’s hardest-working young professionals. As a regular contributor to outlets like CNBC and WSJ and a financial educator with engagements at places like NYU and Fordham, he’s recognized as a Top 100 Financial Advisor. Alongside his wife, he helps couples talk about and navigate money through their newsletter, The Joint Account. And he’s a pretty prolific Twitter-er (X-er?), where over 250,000 people follow him for his market insights and memes. In this episode, we discuss building a successful wealth management practice, the Magnificent 7, Nvidia and semiconductors, Bitcoin, and more.   Please enjoy our conversation with Douglas Boneparth.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/why-crypto-is-the-future-of-money-with-tyrone-ross/https://www.investipal.co/podcasts/why-crypto-is-the-future-of-money-with-tyrone-ross/Tyrone Ross is the CEO and Co-Founder of ⁠⁠Turnqey Labs, Inc.⁠ ⁠, an API developer platform providing read-only, real-time data aggregation for performance reporting on held-away crypto assets. He's also a recognized thought leader and influencer in the wealth management space and is a fervent advocate for harnessing technologies like blockchain to democratize financial services and open up opportunities for underserved communities. In this episode, we discuss Bitcoin, how to allocate crypto within client portfolios, and the transformative potential of crypto for underserved communities. We also talk about the government's role in regulating and controlling the crypto landscape, and more. Please enjoy our conversation with Tyrone Ross.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/why-financial-advisors-should-collaborate-not-compete-with-stoy-hall/https://www.investipal.co/podcasts/why-financial-advisors-should-collaborate-not-compete-with-stoy-hall/Stoy Hall is the Founder & CEO of Black Mammoth, a Modern Family Office, and host of the NOB$ Wealth Podcast. He’s recognized by Investopedia as a Top 100 Financial Advisor in part due to his dedication to helping women and minority business owners, entrepreneurs, and employees achieve true wealth, and for his commitment to ‘ridding the world of financial illiteracy’. In this episode, Stoy talks about the importance of teaching financial literacy to children, the grind of wealth building, why alternative strategies are critical (including investing in oneself), and why financial advisors and planners aren’t actually in competition with one another. Please enjoy our conversation with Stoy Hall.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/why-most-advisor-tech-fails---and-what-comes-next-with-kabir-sethi/https://www.investipal.co/podcasts/why-most-advisor-tech-fails---and-what-comes-next-with-kabir-sethi/Kabir Sethi is the former Chief Product Officer at LPL Financial and a veteran of Merrill Lynch and Bank of America. In this episode, Kabir shares what he's learned leading product at some of the largest firms in wealth management, and where he sees the future going. We discuss the challenge of getting advisors to adopt new tech, what drives buy vs. build decisions at big firms, and how AI agents and automation will reshape advisor workflows. Kabir also weighs in on the growing divide between nimble RIAs and slow-moving wirehouses, the risks and rewards of building in-house tech stacks, and why he thinks consolidation is coming to WealthTech. Please enjoy our conversation with Kabir Sethi.Fri, 27 Jun 2025 14:47:53 GMThttps://www.investipal.co/podcasts/why-the-future-of-wealth-management-is-female-with-cary-carbonaro/https://www.investipal.co/podcasts/why-the-future-of-wealth-management-is-female-with-cary-carbonaro/Cary Carbonaro is a financial advisor, author, and women’s wealth advocate. In this episode, she shares how she got started in finance, what it was like working in a male-dominated industry, and why she’s focused her career on empowering women. We talk about the upcoming $30 trillion wealth transfer, how women think differently about money, and what advisors can do to better connect with female clients. Please enjoy our conversation with Cary Carbonaro.Fri, 27 Jun 2025 14:47:53 GMT