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...
Simple $30K/Month Online Business You Can Start for $200 - Ep. #313
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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 exp...
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...
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! J...
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 epi...
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 Je...
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...
Practical Storytelling for Families: Preserving Legacy One Day at a Time with Matthew Dicks, Author of Storyworthy
Family stories can disappear across generations. Advisors can help clients capture the everyday moments that carry their values, memories, and legacy forward.
In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) is joined by Matthew Dicks, bestselling author of Storyworthy, ...
What 50 Years at The Economist Taught Me About Life and Legacy with Kevin Kallaugher (KAL), The Economist
No one escapes the blank page, whether you’re a family writing your story or an advisor guiding clients through legacy. Perfectionism, inertia, and fear of failure can stall even the most seasoned professionals.
On this episode of Visionary Advisor, hosted by Alex Kirby (founder of Total Family),...
