Ep. 308: September WealthTech News

Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen

Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney

Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners

Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline

Ep. 303: August News

Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks

Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai

Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces

Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla

Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr

Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves

Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow

Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood

Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera

Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris

Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day

Ep. 291: June WealthTech News

Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz

Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth