Visionary Advisor

Most advisors gather clients for dinners and updates. But when it comes to building genuine connection – and trust that endures beyond markets or products – most conversations play it too safe. On this episode of...

<p>Advisors have heard it for decades: robots and technology are coming for your job, so what actually keeps you indispensable in a world awash with AI, automation, and fee compression?</p><p>In this episode of...

Advisors have heard it for decades: robots and technology are coming for your job, so what actually keeps you indispensable in a world awash with AI, automation, and fee compression? In this episode of Visionary...

<p>When a spouse dies or a marriage ends, most women leave their advisor. </p><p>The real risk isn’t lost assets — it’s lost trust and connection that should never have been a single point of failure.</p><p>In this...

<p>AI isn’t coming for advisors’ jobs. It is quietly reshaping what clients expect, how firms differentiate, and where true value lies. The challenge is simple: will you be transparent about the technology supporting...

<p>Even the wealthiest families can be unprepared for their own complexity. Most advisors aren’t trained to handle what matters most: communication, culture, and preparing the next generation for leadership.</p><p>In...

<p>Legacy letters give families the words that outlast any estate plan. Blake Brewer, founder of the Legacy Letter Challenge, joins Alex Kirby to show how wealth advisors can make this practice standard for every HNW...

<p>Intergenerational wealth is about far more than money. Legendary family wealth author James E. Hughes returns to Visionary Advisor to walk through the full capital stack: human, intellectual, social, and financial...

<p>When a family loses someone, the grief tax is real, and most wealth advisors are not equipped to help carry it. Ron Gura, CEO of Empathy, joins Alex Kirby to discuss what HNW clients actually need from their advisors...

<p>Harris Poll data shows what HNW families expect from the great wealth transfer, and most advisors are missing the mark on what those families care about most. The research makes clear that values, relationships, and...

<p>HNW clients talk about their wealth advisors to each other, and most advisors have no idea what those conversations sound like. Matt Shechtman of Long Angle, a private community for high net worth investors, joins...

<p>Legacy is the defining work of a great wealth advisor. Robert Balentine, CEO of Balentine, has spent decades building a firm rooted in values-based advising and multigenerational planning. He joins Alex Kirby to...

<p>HNW clients know they need an estate plan, but most still delay taking action. David York of Entrusted joins Alex Kirby to explain why the barrier is almost never information, it is inspiration. He shares a practical...

<p>Family mission statements are going mainstream, and the Wall Street Journal is covering it. Whitney Webb of Cresset joins Alex Kirby to explain why this matters for wealth advisors working with multigenerational...

<p>How do HNW families decide between a multifamily office and a wealth advisor? Rachel Hyman of Family Wealth Alliance brings clear, research-backed perspective on where the line is, what services families actually...