GIỚI THIỆU VỀ PODCAST NÀY 🔗
The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
Người dẫn:
Tần suất cập nhật:
every 12 days
Độ dài âm thanh trung bình:
38 minutes
Phỏng vấn khách mời
Có nhà tài trợ
Tiếng Anh
Hoa Kỳ
264 tập
kể từ Ngày 05 tháng 11 năm 2018
episodic
TẬP MỚI NHẤT 🔗
The reason most AI pilots fail isn't the technology — it's the execution. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the theme running through all of them is the same one I keep coming back to: change management is harder than tool sele…
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TẬP TRƯỚC 🔗
The gap between what AI can do and what most firms are actually getting out of it isn't a technology problem — it's a process problem. In this episode of The FutureProof Advisor, I explore why so many firms are stuck in what I call pilot purgatory: experimenting with AI tools, seeing some promise, …
There's a difference between being busy and actually moving forward — and most firms are doing a lot of the former while calling it the latter. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the thread running through all of them is the sam…
The narrative around AI and job loss is louder than the data supports — and that gap matters for how we talk to clients. In this episode of The FutureProof Advisor, I dig into what's actually happening in the labor market, why the current moment looks more like a reshuffling than a collapse, and ho…
The questions advisors are asking right now aren't abstract — they're urgent, practical, and rooted in the daily reality of trying to move forward without losing what makes their firms valuable in the first place. In this episode of The FutureProof Advisor, Shannon joins me to work through another …
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 developments that together paint a picture of how quickly the world is adapting to AI:…
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 joins me again to work through another round of listener questions, and the the…
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 developments that deserve serious attention: an AI model so advanced at detecting security…
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 answer listener questions directly, covering everything from how to set guardrails f…
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 just talking about AI — they're generating real, substantial revenue from it. T…
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