How Great Advisors Build Trust With Herman Br...

In this episode of The Exceptional Advisor, Mark joins host Sean Walters to discuss what AI changes about wealth management — and what it doesn't: Why the real advisor shortage is bigger than the headlines suggest, and what that means for firm leaders right now Why the advisor of ...  Show more

Michael Kitces, Head of Planning Strategy at Focus Partners Wealth, Co-Founder of XY Planning Network, and one of the industry's most recognized voices, joins Sean Walters on this episode of The Exceptional Advisor for a "This Or That" conversation on: Investments or wealth? Firm ...  Show more

How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Today, a very candid conversation with three guests on how corporate America can be more effective at closing wealth gaps. This episode is a recording of a live panel I moderated last month at an event called Disruptive Discourse. The event was organized by the team ofColor, a fi ...  Show more

Chandra Duggirala discusses bitcoin, blockchain and AI, and how the confluence of these technologies can empower of financial self-sovereignty and super intelligence to every investor. Chandra is the CEO ...

Mike DiFrisco and Alex Nottingham JD MBA discuss shifts toward digital and AI technologies, challenges in hiring and retention, and the growing influence of private equity on practice ownership. 

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