technology
Hosted by Chris Arnold | Zocks · technology · EN-US
Join host Chris Arnold, Lead Advisor at Refresh Wealth, as he explores how AI and technology are transforming financial services. Each episode features conversations with forward-thinking advisors and firms who are leveraging innovative tools to enhance client relationships and streamline operations. Discover practical strategies, implementation insights, and real-world success stories that can help elevate your practice in today's digital landscape.Presented by Zocks (zocks.io) - The Meeting Assistant made for Financial Advisors. Zocks captures financial details during client meetings, prepa
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Contact path
Public web form
Booking probability
16%
Guest openness
Selective
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Signup to Generate a PitchJoin host Chris Arnold, Lead Advisor at Refresh Wealth, as he explores how AI and technology are transforming financial services. Each episode features conversations with forward-thinking advisors and firms who are leveraging innovative tools to enhance client relationships and streamline operations. Discover practical strategies, implementation insights, and real-world success stories that can help elevate your practice in today's digital landscape.
The Modern Advisor Podcast is hosted by Chris Arnold | Zocks. The show has published 8 episodes to date.
Recent episodes include "How Cambridge Uses AI to Serve More Clients" (8 October 2025, 31 minutes), "From Startup Wealth-tech to Holistic Planning" (8 September 2025, 22 minutes), and "Tech-Driven Ops: Transform Your Advisory Practice" (25 August 2025, 23 minutes).
The Modern Advisor Podcast publishes roughly weekly, with episodes averaging 29 minutes across 8 episodes.
Booking probability for The Modern Advisor Podcast is 16%, and the host is rated Selective on guests. The Modern Advisor Podcast requires a Pod Score of 80 or higher. The Modern Advisor Podcast's contact route on record: public web form.
The strongest fits for The Modern Advisor Podcast are Investment Banking & Trading. The Modern Advisor Podcast has a technology audience.
Chris Arnold | Zocks hosts The Modern Advisor Podcast, a technology podcast with 8 episodes published.
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The Modern Advisor Podcast
<p>Cambridge Investment Research has been one of the early pioneers bringing AI into financial advising.<br>In this episode, Chris Arnold and Mark Gilbert talk with Erica Molina, VP of Product Management at Cambridge...
The Modern Advisor Podcast
<p>In this episode, host Chris Arnold is joined by Mark Cecchini, Partner at Quadrant Capital, to discuss how technology and AI are transforming the role of the modern financial advisor.Mark brings a unique perspective...
The Modern Advisor Podcast
<p>In this episode of The Modern Advisor Podcast, host Chris Arnold sits down with Charesse Spiller, founder of LevelBest and creator of FinOps Co-op, to dive into how financial advisors can harness technology to drive...
The Modern Advisor Podcast
<p>Host Chris Arnold talks with Chelsea Ransom-Cooper, Chief Financial Planning Officer at Zenith Wealth Partners, about building scalable processes while serving 300+ families and nonprofits with a team of...
The Modern Advisor Podcast
<p>Host Chris Arnold sits down with Samuel Deane, founder of Rora Wealth, to explore how technology enables advisors to build scalable lifestyle practices while implementing values-based investment...
The Modern Advisor Podcast
<p>In this episode of The Modern Advisor podcast, host Chris Arnold sits down with Jake Northrup, founder of Experience Your Wealth, to explore how advisors can build custom AI solutions while deepening the human...
The Modern Advisor Podcast
<p>In this episode of The Modern Advisor podcast, host Chris Arnold sits down with Kris Barney, founder of 30-40 Wealth Partners, to explore how financial advisors are leveraging AI and technology to enhance client...
<p>In this inaugural episode of The Modern Advisor podcast, Presented by Zocks, host Chris Arnold sits down with Bryan Hasling of Modern Financial Planning to explore the evolving technology landscape for financial...
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