Why Most Advisor Tech Fails - And What Comes Next with Kabir Sethi
Kabir Sethi discusses technology adoption, build-versus-buy decisions and the direction of advisor workflows.
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35 resources
Why Crypto is the Future of Money with Tyrone Ross
Tyrone Ross shares his perspective on Bitcoin, the advisor conversation and access to financial services.
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The Retirement Strategy Every High Earner Should Know with Venu Reddy
Venu Reddy discusses cash balance plans and the lessons that different client situations can offer.
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Mastering Independence: Tech and Strategy for Advisors with Tim Welsh
Tim Welsh discusses practice management, technology choices and the path of an independent advisor.
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Financial Literacy for Kids and Teens with Liz Frazier
Liz Frazier discusses introducing money concepts to young people through conversation and hands-on experience.
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Agentic AI, Tech Gaps, and What’s Next for Advisors with F2’s Doug Fritz
Doug Fritz discusses technology adoption, AI expectations and the decisions behind wealth management systems.
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Unlocking Liquidity: The Future of Startup Equity & Private Markets with Dave Thornton
Dave Thornton discusses stock options, employee liquidity and the evolution of private markets.
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The Rational Approach to Wealth Management with Cameron Passmore
Cameron Passmore discusses the relationship between a firm’s purpose, its people and its client experience.
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The Human Side of Money with Brendan Frazier
Brendan Frazier discusses emotional intelligence, communication and the changing role of an advisor.
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Why Financial Advisors Should Collaborate, Not Compete with Stoy Hall
Stoy Hall shares his perspective on financial literacy, wealth building and collaboration among advisors.
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Inside the Fintech & Private Credit Booms with Christian Faes
Christian Faes discusses his path into entrepreneurship and the role of technology in specialized lending.
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The Legacy of Jim Simons and Quant Investing with Meb Faber
Meb Faber reflects on Jim Simons, quantitative investing and approaches to understanding markets.
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Was This Hedge Fund's Performance Pure Luck? with Corey Hoffstein
Corey Hoffstein discusses return stacking, rebalancing timing and trend following.
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Unlocking Growth with Private Lending & Alternative Assets with Jamie Shulman
Jamie Shulman discusses borrower assessment and investment structure in private commercial lending.
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How Financial Advisors Can Scale Trust & Build Better Connections with Diana Cabrices
Diana Cabrices discusses brand evangelism, relatability and client engagement in a digital setting.
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Why the Future of Wealth Management Is Female with Cary Carbonaro
Cary Carbonaro reflects on her career in finance and her work with women in the wealth conversation.
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How to Evaluate Alternative Investments with Noah Damsky
Noah Damsky discusses private-market due diligence, liquidity and the context of a client portfolio.
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From Zero to Billion: Marketing Lessons for Financial Advisors with Jeremiah Desmarais
Jeremiah Desmarais shares his perspective on storytelling, LinkedIn and the evolution of advisor marketing.
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Loosely Functioning Disasters and Long-Term Relationships with Brent Beshore
Brent Beshore discusses operational experience, diligence and relationships in private equity.
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Building a 7-Figure Advisory Practice Through Community with Derrick Kinney
Derrick Kinney discusses community engagement, client understanding and the purpose behind an advisory practice.
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Are We In A Private Equity Bubble? with Jared Dillian
Jared Dillian shares his views on private equity, markets and the relationship between time and money.
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The Complexities of Investing with Peter Lazaroff
Peter Lazaroff discusses portfolio construction, decision-making and a scientific approach to investing.
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The Next Generation of Wealth Management with Paul Litchfield
Paul Litchfield discusses succession, independent advisory firms and changing client service expectations.
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How to Build Wealth in Today's World
Colin Overweg discusses pensions, home ownership and questions about getting started with investing.
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Unlocking Alternative Investments with "The Queen of Alternatives", Shana Sissel
Shana Sissel discusses the challenges advisors face when evaluating alternative investments.
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The Future of Wealth Management Tech: Winners, Losers, and What's Changing
John O’Connell discusses AI assistants, technology decisions and the direction of wealth management systems.
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Building Wealth Early: Lessons from a Top Financial Advisor
Travis Freeman reflects on his career, startup experience and approach to marketing.
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Wealth Management, Nvidia, Bitcoin & More with Douglas Boneparth
Douglas Boneparth discusses building an advisory practice and shares his market perspectives.
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Making Financial Independence Inevitable with Nate Hoskin
Nate Hoskin discusses financial planning, asset allocation and education for younger clients.
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Scaling Your Advisory Practice Through LinkedIn with Ariel Lee
Ariel Lee discusses her path into wealth management, LinkedIn and the role of authenticity in marketing.
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Fixing the Advisor Tech Stack: Workflows, AI, and Better Data with Andrew Ladwig
Andrew Ladwig discusses CRM choices, useful data and the direction of advisor technology.
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The Future of Financial Services with Jamie Hopkins
Jamie Hopkins discusses developing and attracting young talent in financial services.
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The Future of Advice: AI, VR, and What Comes Next with Matt Reiner
Matt Reiner discusses lessons from advisory and startup work, alongside his perspective on AI and virtual reality.
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Good Financial Planning Depends on Good Data
Tim Bickmore discusses data architecture, classification and their role in financial planning.
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Passion Meets Planning: Reverse Engineering Your Retirement and Success with Justin Castelli
A conversation about authenticity, client relationships and the role of a financial planner in helping people pursue a meaningful life.
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