FutureProof Advisor Podcast

The conversation around AI has officially moved beyond the technology sector — and the implications for wealth management are worth paying attention to. In this episode of The FutureProof Advisor, I explore three...

The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FutureProof Advisor, Shannon...

The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break down three...

The questions advisors are asking about AI right now aren't abstract — they're urgent, practical, and coming from every corner of the industry. In this episode of The FutureProof Advisor, I sit down with Shannon to...

The AI story has shifted — and the shift matters for how we think about both our firms and our clients' portfolios. In this episode of The FutureProof Advisor, I explore how the biggest names in technology are no longer...

Every firm has two operating systems. The one that's documented — and the one that actually runs the place. In this episode of The FutureProof Advisor, I explore what I call shadow systems: the unwritten rules...

We've been told there's a ceiling on how many deep client relationships an advisor can maintain — that human cognition has hard limits, and trying to exceed them means sacrificing quality for quantity. In this episode...

Data tells you what clients have. It rarely tells you why it matters to them. In this episode of The FutureProof Advisor, I explore the gap between personalization and purpose — and why confusing the two is one of the...

The most valuable conversations advisors can have with clients rarely start with the questions we were trained to ask. In this episode of The FutureProof Advisor, I explore why the financial services industry's natural...

Creating capacity through AI is only half the equation. In this episode of The FutureProof Advisor, I explore why so many firms are working harder than ever despite having better tools than ever — and why that paradox...

The lines between cybersecurity, healthcare, and wealth management are blurring faster than most firms realize. In this episode of The FutureProof Advisor, I explore three developments that may seem unrelated on the...

Technology can capture every word of a conversation. What it cannot capture is what those words actually mean. In this episode of The FutureProof Advisor, I explore the growing gap between having perfect notes and...

We don't delay hard decisions because we're undisciplined. We delay them because our brains are wired to treat our future selves like someone else's problem. In this episode of The FutureProof Advisor, I explore the...

Perfection doesn’t slow progress—it stops it. In this episode of The FutureProof Advisor , I explore how the pursuit of the “right” system, the “right” timing, or the “right” answer often becomes the very thing that...

AI is no longer a feature. It’s becoming infrastructure. In this episode of AI in Finance , I explore how agentic AI — from browser-based tools like Gemini and Atlas to autonomous assistants — is reshaping how...