The Future of Advice™ Podcast
1) Ben Carlson | Video Podcast
Ben Carlson serves as the Director of Institutional Asset Management at Ritholtz Wealth Management. His writing can be seen in almost every top financial publication and in 2017 he was named to the In...Show More
2) Chris King | Video Podcast
Chris King is the Founder and CEO of Eaglebrook Advisors, a tech-driven investment manager that provides independent financial advisors with streamlined, secure, and compliant access to bitcoin and di...Show More
3) Introducing The Future of Advice™
A conversation with leaders in wealth management and technology around the future of financial advice, the biggest challenges facing advisors today, and how to build a business to win the future.
4) Gavin Spitzner | Video Podcast
Gavin Spitzner is founder and president of Wealth Consulting Partners. He has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing strategic consultin...Show More
5) Anders Jones | Video Podcast
Anders Jones, CEO of Facet Wealth, is an entrepreneur and early stage tech investor. Prior to Facet, Anders was a founding partner of Argyle Ventures. Argyle invests in emerging startup markets, with ...Show More
6) Ray Sclafani | Video Podcast
Ray Sclafani is someone who I have been following and learning from for the last 6 years. He is one of the most effective coaches and developers of advisors in the wealth management industry. Hi...Show More
7) Rachel Carpenter | Video Podcast
Rachel Carpenter is an entrepreneur who is leading an effort to reinvent the financial data supply chain. She is the co-founder and CEO of Intrinio, a modern platform where you can access fast,...Show More
8) Megan Carpenter and Mark Tibergien | Video Podcast
Megan Carpenter is the CEO and founder of FiComm Partners. She was recently named to the Investment News 40 Under 40 list and her expertise spans over 15 years of helping RIA firms and advisors...Show More
9) Aimvest Technologies | Video Podcast
Aimvest Technologies is a startup technology company that is focused on changing the way advisors invest client assets and manage the risk of their clients not achieving their financial goals. &...Show More
10) Doug Fritz | Video Podcast
Doug Fritz is the founder of F2 Strategy and former wealth management CTO. His team of experienced wealth management executives address a widening gap between the expectations of af...Show More