Advisors and AI: What’s Changed, What Hasn’t, and What’s Next with Mat Matthews, Advisor360
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 your work or let clients fill in the blanks themselves?
In this episode of Visionary …
The Future of Wealth: Understanding Women’s Needs in Advisory Relationships with Katie Randall & Lisa Jones, Prime Capital
When a spouse dies or a marriage ends, most women leave their advisor.
The real risk isn’t lost assets — it’s lost trust and connection that should never have been a single point of failure.
In this episode of Visionary Advisor, hosted by Alex Kirby (founder of Total Family), guests Katie Randall …
Why Advisors Still Matter in the Age of AI: Rich Ryffel on the Future of Wealth Management
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 Advisor, host Alex Kirby (founder of Total Family) welcomes Rich Ryffel, Professor of F…
Simple $30K/Month Online Business You Can Start for $200 - Ep. #313
Check out my newsletter at https://TKOPOD.com and join my community at https://TKOwners.com…
Legacy Meets Vision: Matt Lemman, CEO of Jones Sports Co, on Partnerships, Philanthropy, and Iconic Golf Brands
Welcome to Ancestors, the exclusive podcast bringing you inside The Ancestors Invitational, where legacy meets vision and the world’s most influential leaders come together for much more than a golf tournament.
In this episode, Alex Kirby is joined by Matt Lemman, CEO of Jones Sports Co., to explo…
Building Connection Capital: How Jeffersonian Dinners Help Families Go Beyond Financial Wealth with Tim Brown
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 Visionary Advisor, Alex Kirby (founder of Total Family) sits down with Tim Brown, co-f…
Oct 27, 2011
A dystopian vision of Venice - Rachel Harvey's words as she watches the flood waters approaching Bangkok's city centre. Allan Little, covering the historic first Arab Spring election in Tunisia, says there aren't many days in a life spent chasing news that are as unremittingly positive as this! Jen…
Beyond the Portfolio: The Importance of Family Storytelling in Legacy Planning with Robyn Fivush
You can hire the best investment manager in the world, but if a family’s stories are lost or never spoken aloud, resilience and wealth may not last. Most advisors overlook the power of storytelling, even though research shows it shapes legacy and fosters well-being across generations.
On this episo…
Who Should Start the Family Wealth Conversation? With Emily Haper & Jessica Gibbs, Monumental Wealth
Who goes first when it’s time for “the conversation”?
Inheritance, legacy, and values transfer are on everyone’s minds, but families keep waiting for the perfect moment, and it rarely comes.
In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) chats with Emily Harper and Jess…
What Is Your Wealth For? Rethinking Family Legacy with Jill Shipley, AlTi Global
Purpose is no longer a niche topic — it’s the question families expect their advisors to help answer. If you’re not guiding that conversation, someone else will.
In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) , sits down with Jill Shipley, Managing Director and Head of G…
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