Podcast Episodes

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

The post Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen appeared first on and was written …

11 months ago

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

The post Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney appeared first on and was wri…

11 months, 1 week ago

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

The post Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners appeared first on …

11 months, 2 weeks ago

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

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

11 months, 2 weeks ago

Ep. 303: August News

The post Ep. 303: August News appeared first on and was written by Elana Iskowitz.

The wealth management technology landscape is moving fast — from …

11 months, 3 weeks ago

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

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

1 year ago

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

The post Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai appeared first on and was …

1 year ago

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

The post Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces appeared first on and was writt…

1 year ago

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

The post Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by El…

1 year ago

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

The post Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr appeared first on and was written by Elana Iskowitz.

1 year ago