Sep 1, 20261h 2m
AI has made building software nearly free. For most industries, that's the whole story — ship faster, iterate faster, done. In wealth management, it isn't. The moment AI touches anything client-facing, the question...
technology
AI for Advisors
Hosted by Mark Heynen, James Cantwell · technology · EN-US
About this Podcast:
Exploring the intersection of AI & money.
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Contact path
Public web form
Booking probability
30%
Guest openness
Selective
80/100
Required Score
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Who hosts AI for Advisors?
AI for Advisors is hosted by Mark Heynen, James Cantwell. The show has published 39 episodes to date.
What has AI for Advisors covered recently?
Recent episodes include "Running a Company Through AI Agents: Ian Karnell @ VastAdvisor" (1 September 2026, 62 minutes), "What Comes After the AI Note-Taker: Aaron Klein @ Contio, Tom Fields @ Fynancial" (20 August 2026, 69 minutes), and "Why AI Adoption Fails: Vineet Mohan @ FastTrackr AI, Frantz Widmaier @ Altitude CRM" (13 August 2026, 61 minutes).
How often does AI for Advisors publish?
AI for Advisors publishes roughly weekly, with episodes averaging 61 minutes across 39 episodes.
How hard is it to get booked on AI for Advisors?
Booking probability for AI for Advisors is 30%, and the host is rated Selective on guests. AI for Advisors requires a Pod Score of 80 or higher. AI for Advisors's contact route on record: public web form.
Who should pitch AI for Advisors?
The strongest fits for AI for Advisors are Investment Banking & Trading and Investing & Wealth Management. AI for Advisors has a technology audience.
About the host
Mark Heynen, James Cantwell hosts AI for Advisors, a technology podcast with 39 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Aug 20, 20261h 9m
AI note-takers promised to fix advisor meetings. Adoption is nearly universal — and yet client retention hasn't meaningfully improved, and most advisors still walk into reviews without a real game plan. So what did the...
- Aug 13, 20261h 1m
Every advisor who's changed firms knows the drill: a blank intake form, a client asked to re-explain a hundred data points they've already given someone else, and a 90-day scramble that leaks 10-20% of assets out the...
AI for Advisors
Will AI Replace the CRM? : Thomas Clawson @ Slant
Aug 6, 20261h 4mMost firms think AI changes software. The bigger shift is that AI changes workflows. As AI becomes the primary interface for getting work done, it's forcing firms to rethink a fundamental question: does the CRM still...
- Jul 17, 202647 minS0
<p>AI is quickly becoming more than just a productivity tool—it's becoming a teammate.</p><p>Mark Heynen and James Cantwell welcome Freedom Dumlao, CTO and Chief AI Officer at Vestmark, to discuss how AI agents are...
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- Jul 17, 202647 min
AI is quickly becoming more than just a productivity tool—it's becoming a teammate. Mark Heynen and James Cantwell welcome Freedom Dumlao , CTO and Chief AI Officer at Vestmark, to discuss how AI agents are reshaping...
- Jul 9, 202648 minS0
<p>What if advisors have been approaching financial planning the wrong way all along?</p><p>In this episode of AI for Advisors, James Cantwell and Mark Heynen are joined by Jeff Coyle, Founder & CEO of Libretto, to...
- Jul 9, 202648 min
What if advisors have been approaching financial planning the wrong way all along? In this episode of AI for Advisors , James Cantwell and Mark Heynen are joined by Jeff Coyle, Founder & CEO of Libretto , to discuss why...
- Jul 2, 20261h 12m
AI is reshaping financial advice—but not in the way many expected. Mike Barrasso of WealthReach and Matt Halloran of Zocks join Mark Heynen and James Cantwell to discuss what advisors are actually doing with AI today...
- Jul 2, 20261h 12mS0
<p><br></p><p>AI is reshaping financial advice—but not in the way many expected.</p><p><br></p><p>Mike Barrasso of WealthReach and Matt Halloran of Zocks join Mark Heynen and James Cantwell to discuss what advisors are...
- Jun 23, 20261h 1m
Private markets are becoming more accessible—but the infrastructure supporting them hasn't always kept pace. James Cantwell and Mark Heynen are joined by Logan Henderson, Founder & CEO of Gridline , to discuss how AI...
- Jun 23, 20261h 1mS0
<p>Private markets are becoming more accessible—but the infrastructure supporting them hasn't always kept pace.</p><p>James Cantwell and Mark Heynen are joined by Logan Henderson, Founder & CEO of Gridline, to discuss...
AI for Advisors
The Human Edge in AI-Driven WealthTech | Jason Quinn @ Advisor360° & Dr. Joshua Wilson @ Neubefi
Jun 9, 20261h 12mS0<p>In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with Jason Quinn @ Advisor360° and Dr. Joshua Wilson @ Neubefi to talk about where AI is really taking advisor technology.The conversation...
AI for Advisors
Digital Employees are Already Here: Alex Schlesinger @ SS&C
Jun 5, 202654 minS0<p>AI is moving from hype into infrastructure.</p><p>In this episode of AI for Advisors, Mark and James sit down with Alex Schlesinger of Advent to discuss what it actually looks like to build AI inside a large...
- May 19, 202656 minS0
<p>Most advisors want to serve business owners — but many still lack the tools, data, and confidence to advise them well.</p><p>In this episode of AI for Advisors, Mark Heynen and James Cantwell talk with Jason Early...
AI for Advisors
Digital Employees are Already Here: Alex Schlesinger of SS&C
May 18, 20261h 17mS0<p>AI is moving from hype into infrastructure.</p><p>In this episode of AI for Advisors, Mark and James sit down with Alex Schlesinger of Advent to discuss what it actually looks like to build AI inside a large...
- May 14, 20261h 14mS0
<p>In this episode of AI for Advisors, Mark and James sit down with Allen Darby, Founder and CEO of Alaris Acquisitions, to discuss how AI is beginning to reshape the future of RIAs, M&A, and wealth management...
- May 8, 202659 minS1
<p>Most AI conversations in wealth management focus on efficiency.</p><p>This one is about something harder: growth without breaking trust.</p><p>In this episode of AI for Advisors, Eden Ovadia, founder of FINNY, shares...
- Apr 28, 202651 minS1
<p>Most advisor technology isn’t broken because it lacks features.<br>It’s broken because it’s solving the wrong problem.</p><p>In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with Churni...
- Apr 28, 20261h 4mS1
<p>In this episode of AI for Advisors, Mark and James sit down with Haik Sahakyan and George Guidotti from Arca to talk about the reality of deploying AI in production environments.</p><p>While the hype cycle continues...
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