FutureProof Advisor podcast

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The Global Story

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Why Trumpworld is obsessed with free speech in Britain 26:29

منذ 16 ساعة26:29

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قوائم

إعجاب

احب

26:29

President Trump is in the UK on a State visit, where he’s been hosted by the royal family and is set to meet with Prime Minister Starmer. The two leaders appear to have a strong relationship. But there's one big issue that’s become a sticking point between them. Increasingly, free speech in the United Kingdom is a hot button rallying cry among the conservatives in the United States. Why have Republicans in America become so obsessed with free speech across the Atlantic? Especially when a crackdown on speech is kicking off at home. This programme includes language which some listeners find offensive. Producers: Cat Farnsworth, Viv Jones and Xandra Ellin Executive producer: Annie Brown and James Shield Mix: Travis Evans Senior news editor: China Collins Image: US President Donald Trump on second State Visit to the UK. Kirsty Wigglesworth/PA Credit: Father Ted/Hat Trick Productions/Channel 4…

FutureProof Advisor Podcast

منزل السلاسل•Feed

The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

200 حلقات

#Trading #Entrepreneur #Business #Podcasting Education #Bridging The Gap

FutureProof Advisor Podcast

updated منذ 8 أيام

منزل السلاسل•Feed

200 حلقات

#Trading #Entrepreneur #Business #Podcasting Education #Bridging The Gap

كل الحلقات

1
What Our National Study Uncovered 21:30

منذ 8 أيام21:30

21:30

Most advisors assume that affluent clients are confident, clear, and financially fulfilled. But after months of national research, I’ve uncovered something else entirely: a quiet crisis beneath the surface—one defined not by returns, but by disconnection, emotional uncertainty, and a lack of purpose-aligned planning. In this episode of The FutureProof Advisor , I break down what this nine-month study revealed about the evolving expectations of high-net-worth clients. While 89% still believe in the importance of human advisors, they’re looking for more than portfolio reviews and performance metrics. They want help navigating the emotional weight of wealth, making better behavioral decisions, and finding clarity in what their money is for —not just what it earns. Advisors who respond to this shift will differentiate fast. That means combining technological fluency with behavioral coaching, and shifting from performance-focused planning to purpose-driven guidance. This research is more than a report—it’s a challenge to rethink how we show up, connect, and lead.…

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AI, Portals, and Personalization: The Future of Client Experience 40:03

منذ 15 يومًا40:03

40:03

Technology is changing fast—but the firms that thrive will be the ones that keep people at the center of everything they build. I had a great conversation with Patrick Parker, Founder of Fynancial, about how human-centered design, data structure, and digital agents are reshaping the future of wealth management. Patrick brings a unique perspective—rooted in both tech entrepreneurship and a deep understanding of the advisory space—to show how advisors can blend empathy with innovation. He shared how growing up around an RIA and working in Big Four consulting helped him see the persistent gap between client expectations and what most fintech tools deliver. We covered everything from the evolution of client portals and the role of community in client engagement, to why data infrastructure is the key to getting AI right. Patrick makes a compelling case that digital agents won’t replace advisors—they’ll remove the operational clutter so advisors can double down on what matters: trust, insight, and connection. For firms ready to experiment, iterate, and rethink how technology supports relationships, this is a glimpse into what the next chapter of advising could look like.…

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The Quiet Power of Panning with Kathryn Brown 30:09

منذ 22 يومًا30:09

30:09

Growth doesn’t happen by accident. It’s forged when vision meets intention—and when leaders prioritize clarity, culture, and client experience from day one. I had a great conversation with Kathryn M. Brown, CFP®, ChFC®, CAP®, Co‑Founder and Principal of Morton Brown Family Wealth, about what it takes to build a future-proof advisory firm. She shared how her small-business upbringing and a pivotal family moment shaped her mission. From investing early in marketing to empowering team “champions” and simplifying client deliverables, she illustrates how firms grow through strategy and soul—not shortcuts. What stood out was Kathryn’s belief that clarity is creativity. Whether it’s one-page financial plans or more conversational client experiences, she shows how simplifying the experience fosters deeper engagement. This discussion is a thoughtful look at what it means to grow purposefully, lead intentionally, and redefine success beyond the numbers.…

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Redesigning Wealth Management with AI Agents 22:58

منذ 29 يومًا22:58

22:58

AI isn’t just a support tool anymore—it’s becoming the strategist. As the next generation of autonomous AI agents begins to emerge, we’re seeing a shift from task-based assistance to full-cycle execution. These agents don’t just draft content or summarize research—they can now run processes from start to finish with minimal human involvement. From preparing client reports to organizing internal communications, these tools have the potential to fundamentally reshape the way wealth management firms operate. For smaller firms, they could even become the competitive equalizer. But this isn’t about plugging AI into outdated workflows. It’s about letting AI pursue outcomes—more efficiently, more creatively, and sometimes in ways humans wouldn’t have thought to design. I explore how firms can start experimenting with agents in low-risk areas, build internal comfort and skill, and evolve toward deeper integration. I also dive into what it looks like to shift your team’s mindset: from managing step-by-step processes to defining clear end goals and trusting AI to find the path. Regulatory frameworks are evolving just as fast. With new initiatives like AI sandboxes and emerging tax incentives for workforce training, firms have a chance to shape—not just follow—the rules. I walk through how to align your governance with existing standards, and why compliance shouldn’t be an afterthought. If we want AI to be a long-term partner, we need to set it up with the same intention and clarity we’d expect from any team member. This is about building a future where results—not routine—define success.…

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"How Might We" Unlocking Innovation with Three Simple Words 18:21

منذ 5 weeks18:21

18:21

Creativity isn't a gift—it’s a tool. The difference between average firms and innovative ones often comes down to the questions their teams are trained to ask. Too often, we default to limiting language like “Should we…” or “Can we…”—questions that quietly reinforce boundaries and trigger judgment. But when we reframe the conversation with a simple “How might we…,” the tone shifts, the ideas expand, and suddenly the room starts thinking differently. In this episode of The FutureProof Advisor , I share stories from my own experience running innovation labs, as well as real-world examples like Procter & Gamble’s product breakthroughs, to show how subtle language changes can create massive shifts in team dynamics. “How might we…” doesn’t just sound more open—it creates psychological safety, inviting people to share bold or imperfect ideas without fear. That kind of space leads to more creative solutions, stronger collaboration, and ultimately, better outcomes for clients and internal processes alike. But curiosity alone isn’t enough—you also need structure. We talk about how to lead teams through divergent thinking in the early stages, and then transition to focused decision-making that drives implementation. When teams know when to explore and when to execute, innovation becomes not just possible—but repeatable. This episode is about giving your firm permission to think bigger, while giving your people the framework to make it real.…

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The Lego Theory of Innovation 24:06

منذ 6 weeks24:06

24:06

Breakthroughs rarely come out of nowhere. What looks like an “overnight success” is usually the result of years of iteration, timing, and assembling familiar pieces in a new way. In this episode of The FutureProof Advisor , I explore the real nature of innovation—especially in financial advising—and why the magic isn’t in inventing something completely new, but in seeing what already exists through a different lens. Whether it's the rise of the iPhone or the quiet pivot from Webvan to Instacart, the most successful ideas often emerge when the market, the technology, and consumer behavior finally align. The good news? Innovation isn’t just for visionaries or tech founders—it’s a skill we can all develop. I talk about how becoming a sharper observer of failure, a student of other industries, and a strategist with timing can make any advisor more innovative. It’s not about building from scratch; it’s about recombining existing tools and ideas in ways that meet today’s moment. And it’s often the firms that pay attention to how consumer expectations are shaped outside our industry that gain a real edge. If we can shift away from the pressure to create the next big thing and instead focus on finding timely, relevant solutions using what’s already in front of us, we’ll open the door to more consistent innovation. The firms that win in the long run aren’t necessarily the most inventive—they’re the most curious, the most observant, and the most willing to rethink how the pieces fit together.…

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Measure Less, Understand More 31:51

منذ 7 weeks31:51

31:51

Most firms track metrics—but very few measure what actually matters. In this episode of The FutureProof Advisor , I explore why outcome-based numbers like AUM and revenue can give the illusion of progress while quietly stalling real growth. Drawing from years of conversations with advisory firms and firsthand experience leading teams, I unpack how misaligned metrics can drain energy, shift focus away from what drives value, and unintentionally discourage the very behaviors that lead to long-term success. Rather than chasing results, high-performing firms build what I call a “metric portfolio”—a diversified set of measurements that help teams stay focused, aligned, and confident in their next move. I walk through four essential types of metrics: predictive, outcome, efficiency, and quality—and explain why the smartest organizations spend more time tracking meaningful activity (like client touchpoints or planning milestones) than staring at results they can’t immediately influence. It’s not about tracking more—it’s about tracking better, with purpose and clarity. If you want to build a culture where people feel empowered—not micromanaged—your metrics should serve as a guide, not a scoreboard. That means only tracking what leads to action, connecting every metric back to your firm’s mission, and identifying a clear North Star to anchor your efforts. Measurement isn’t the enemy of innovation—it’s the fuel for it, if you know how to use it.…

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What Wealth Managers Need to Know About AI 29:45

منذ 8 weeks29:45

29:45

AI headlines are coming fast—and for many advisors, they feel more like science fiction than tools for daily use. In this episode of The FutureProof Advisor , I break down three major AI developments making waves: AI-enabled smart glasses that overlay real-time insights, the rise of autonomous agents handling complex workflows, and Microsoft’s new Recall feature that brings near-total digital memory to our devices. While these innovations may seem futuristic or even uncomfortable, they offer real opportunities—if we’re prepared to think strategically. The key isn’t rushing to adopt every new tool. It’s about understanding how these technologies will reshape the advisor-client relationship. From improving meeting recall with augmented reality to using AI as a thought partner in strategy sessions, we have the chance to enhance both personalization and efficiency. But the true competitive edge will come not from using AI faster—it will come from using it smarter, with intention and empathy. That means getting your data house in order now, testing where AI fits naturally into your workflows, and pulling compliance and ethics teams into the conversation early. The advisors who will thrive in this new era aren’t just tech adopters—they’re translators. They’ll be the ones who use AI to simplify the complex, stay human in a digital world, and deepen the trust that drives long-term relationships.…

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Measure What Matter 30:29

منذ 9 weeks30:29

30:29

Most firms focus on efficiency. The top performers make space for possibility. In this episode of The FutureProof Advisor , I explore what separates the top tier of companies from the rest—and how advisory firms can adopt the same mindset to grow with purpose. The difference isn’t just technical skill or market timing—it’s the shift from being a “should soldier” (focused on certainty and best practices) to a “what if warrior” (curious, creative, and open to new outcomes). That shift rewires how we think, collaborate, and connect—with our teams and our clients. I break down a simple framework— Why? What if? How? —that helps advisors and teams challenge assumptions, unlock new ideas, and co-create practical solutions. This mindset isn’t just about internal innovation; it redefines how we serve clients. When we lead with questions instead of prescriptions, we build trust and deliver more meaningful, personalized advice. For firms ready to evolve, this episode is a playbook for putting possibility into motion. It starts with carving out intentional time to think differently, asking better questions in client and team meetings, and creating a culture where fresh ideas have room to breathe. Because the firms that thrive aren’t stuck in what worked yesterday—they’re building what’s next.…

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Meetings Are Broken - Heres How to Fix Them 39:38

منذ 10 weeks39:38

39:38

Disruption doesn’t always start with big ideas—it often starts by noticing what’s broken. In this episode of The FutureProof Advisor , I sit down with Aaron Klein, founder of Nitrogen (former Riskalyze) and his new venture Contio, to unpack how fintech evolves when entrepreneurs stay curious, resilient, and relentlessly focused on solving real problems. Aaron shares his journey from family business to building one of the industry’s most transformative tools, showing how identifying overlooked friction points—like risk alignment—can open the door to scalable innovation. We explore the rise of AI and what it really means for advisory firms. Aaron challenges the fear narrative around automation and reframes AI as a tool that enhances—not replaces—human connection. From streamlining meetings to freeing up time for strategic conversations, he explains how today’s tools can shift advisors away from routine tasks and toward high-impact work that truly moves the needle for clients. His new venture, Kantio, is rooted in this very philosophy: using AI to make meetings smarter, more intentional, and more actionable. At its core, this conversation is a blueprint for future-ready firms. We talk about the mindset required to continuously reinvest in your tech and operations, how to approach AI as a productivity partner, and why the structure of meetings says more about your culture than most people realize. Aaron’s path reminds us that the most transformative leaders aren’t just technologists—they’re listeners, problem-solvers, and builders who aren’t afraid to evolve when the industry demands it.…

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Discomfort Is Your Competitive Advantage 35:54

منذ 12 weeks35:54

35:54

Comfort feels safe—but in a fast-changing world, it can quietly become your firm’s biggest threat. In this episode of The FutureProof Advisor , I explore why individuals and organizations naturally resist change, and how our biology—particularly our brain’s preference for predictability and aversion to loss—can unconsciously keep us clinging to outdated systems and habits. The same instincts that once protected us now risk holding us back. To stay competitive, we need to separate innovation from the everyday. I dig into how leaders can create intentional structures—like a “transformation division”—where new ideas can be tested in isolation, without threatening the core business. This allows teams to experiment with confidence, challenge assumptions, and develop solutions that won’t emerge under the pressure of day-to-day operations. It’s about building a firm that can execute reliably and explore boldly. Ultimately, the firms that thrive won’t just be the ones that respond well to client requests—they’ll be the ones anticipating needs clients haven’t yet expressed. Real innovation comes not from reacting to change, but from making space for it. By naming the biases that keep us stuck and creating environments where curiosity is rewarded, we give ourselves permission to evolve—with purpose, not panic.…

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Why Relationship Driven Advising Wins 31:19

منذ 13 weeks31:19

31:19

Building a firm doesn’t always follow a straight line—and sometimes that’s the advantage. In this episode of The FutureProof Advisor , I sit down with Garrett Cottle, co-founder of Momentum Wealth Management, to talk about how adaptability, personal authenticity, and strategic thinking can shape a successful practice. From a start in music to a pivot into banking and eventually into financial advising, Garrett’s journey reflects what many advisors experience: figuring it out as you go, but doing so with intention. We explore how smaller firms can punch above their weight by staying nimble, leaning into their strengths, and making smart, client-focused decisions. Garrett shares how his team prioritizes relationship-building at every step—delivering personalized, memorable experiences that go far beyond performance reports or annual reviews. Whether it’s a welcome gift or proactive milestone check-ins, these human touches create the kind of loyalty and word-of-mouth growth that marketing dollars can’t buy. We also dig into how firms like his are using tech not just to “keep up,” but to lead—leveraging AI and customized CRMs to stay responsive, efficient, and scalable without adding complexity or headcount. What stood out most in our conversation is Garrett’s mindset: stay curious, be intentional, and never stop evolving. He’s not chasing scale for scale’s sake—he’s building a firm that reflects his values and serves clients in meaningful ways. As the industry changes, it’s that kind of clarity and adaptability that will set advisors apart. It’s not always about size or credentials—it’s about purpose, discipline, and the willingness to think a little differently.…

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Google Than Goldman 33:19

منذ 14 weeks33:19

33:19

Regulations aren’t the problem—they’re the easy excuse. The real obstacle to innovation in wealth management often lies in our own mindset: a fear of failure, a bias toward what’s worked before, and a comfort with the familiar. In this episode of The FutureProof Advisor , I dive into the tension between compliance and innovation—and why these two forces don’t have to be at odds. Drawing lessons from industries like healthcare and banking, I explore how firms operating under even stricter regulations have still managed to deliver exceptional, forward-thinking client experiences. True innovation in our space doesn’t mean ignoring risk or compromising fiduciary responsibility. It means challenging legacy processes and rethinking the entire client journey—from communication and onboarding to relationship management and reporting. Inspired by the principles that drive companies like Google, I share how even small firms can create space for structured experimentation, learn quickly, and use first-principles thinking to redesign client experiences without blowing up their operations or budget. The future belongs to firms that build a culture where new ideas are explored—not buried under the weight of “we’ve always done it this way.” That means assigning clear ownership to innovation efforts, carving out time and budget for learning (not just execution), and encouraging teams to rethink how value is delivered at every touchpoint. Change doesn’t have to be radical—it just has to be intentional. And when done well, it creates real differentiation in a crowded and commoditized market.…

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Talent, Transition, and the Truth About Growth 36:26

منذ 15 weeks36:26

36:26

Growth is the goal—but few talk about how uncomfortable it can actually be. In this episode of The FutureProof Advisor , I sit down with Rich Gill of Wealth Partners Capital Group to unpack what really happens as RIAs scale beyond the founder. We explore the evolution of the industry through Rich’s unique lens—one shaped by experience across roles and market cycles—and dive into the mindset shifts required to move from a relationship-driven practice to a fully built-out firm. As Rich and I discuss, the path to sustainable growth isn’t paved with just good intentions—it takes early investment in structure, leadership beyond the founder, and a clear focus on talent development. Too many firms hit a wall because they wait too long to professionalize operations or build out scalable support systems. And while technology plays a role, it’s the firms that lean into emotional intelligence, purpose-driven client conversations, and high-trust relationships that are really separating themselves from the pack. Those leading the way are making proactive decisions—hiring ahead of the curve, putting systems in place before they feel urgent, and using tech to amplify the human touch, not replace it. They’re not growing for growth’s sake; they’re designing firms that reflect their values and meet the evolving expectations of clients who want more than performance—they want partnership.…

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Risk, Failure, and Freedom - What School Didn't Teach You 29:19

منذ 16 weeks29:19

29:19

We’re taught from a young age to aim for the right answer, follow the rules, and avoid mistakes. That mindset might’ve earned us gold stars in school—but in the real world of leadership, it often becomes a roadblock. In this episode of The FutureProof Advisor Podcast , I unpack how the systems we grew up in—especially our education system—trained us for certainty, structure, and passivity, when the modern world of financial advice demands something completely different. Our success today depends less on being right the first time and more on staying adaptable, thinking in nuance, and getting comfortable with the uncomfortable. For many advisors in leadership roles, it’s not a lack of knowledge or skill that holds us back—it’s the deeply rooted wiring that tells us to play it safe, to wait for clarity, or to avoid anything that might be perceived as failure. As firm leaders, our ability to scale and stay competitive will hinge on how well we can model and instill new ways of thinking—ways that reward curiosity over compliance, and experimentation over perfection. That means building cultures where people feel safe to challenge old norms, propose half-baked ideas, and learn in motion. It means shifting from binary mindsets to spectrum-based ones, where growth isn’t measured in tidy milestones but in resilience, adaptability, and progress over time. By staying aware of how our habits were formed—and intentionally choosing which ones to evolve—we create the space for true leadership to emerge. Growth isn’t about adding more complexity; it’s about making room for the kind of thinking that helps us all move forward.…

FutureProof Advisor Podcast

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The Future of Investment Management Isn't Human... Or Is It? 32:52

منذ 17 weeks32:52

32:52

The advisory landscape is shifting fast—and staying relevant means rethinking how we create and deliver value. In this conversation, I sit down with Christian Hyldahl, founder of Varium Investment Partners, to explore the evolution of investment management and what it takes to stand out as an advisor today. Christian’s perspective is grounded in decades of industry experience, but he’s not stuck in the past. He sees a clear divide forming: those who innovate and differentiate through process and specialization—and those who get pulled into a race to the bottom. We unpack how technology, especially AI and data-driven insights, is reshaping portfolio management. But Christian makes a strong case that human judgment still matters—particularly when it comes to forward-looking investment decisions and assessing the intangibles. He shares how Varium blends the best of both worlds, using AI where it enhances efficiency while keeping humans at the core of research and decision-making. He also outlines a new kind of partnership model, where advisors can share in the firm’s growth, not just use its services—a refreshing alternative to the traditional OCIO setup. For senior leaders and forward-thinking advisors, this episode of The FutureProof Advisor Podcast dives into the strategies and mindset shifts needed to build a truly differentiated, resilient business. From defining your firm’s value beyond investment performance to exploring models that tie growth and ownership together, the conversation is a call to think more boldly about the future. If you’re navigating change, investing in innovation, or simply re-evaluating how to lead with purpose, this episode offers a fresh lens—and a few ideas worth taking back to your team.…

FutureProof Advisor Podcast

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How to Take Action When You Know Too Much 29:25

منذ 18 weeks29:25

29:25

We tend to believe that more knowledge and more information will make our decisions easier and better. But what if that abundance of insight is actually holding us back? As leaders in this industry, we’re often inundated with options, research, and opinions—yet that flood of input can lead to indecision, anxiety, and hesitation. In this episode of The FutureProof Advisor , I unpack how too much thinking and not enough doing can hinder our progress, both individually and within our firms. I explore the paradox where knowledge—while valuable—can become a roadblock when it outweighs experimentation. Drawing from behavioral research and personal experiences, I examine how limiting choices can unlock action, how micro-experiments drive clarity, and how maintaining a beginner’s mindset—even as seasoned professionals—is essential to navigating fast-changing environments. I explore the difference between naïve optimism and strategic experimentation, and why getting things “right” matters less than having the courage to test, learn, and adjust. This episode is a call to shift our relationship with action. Instead of seeking perfect answers, we can embrace a culture where thoughtful trial, fast iteration, and small failures lead to smarter decisions and long-term growth.…

FutureProof Advisor Podcast

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The Future is Built Not Bought 35:32

منذ 19 weeks35:32

35:32

The most successful firms aren’t the ones that fear change—they’re the ones that actively lead it. That’s the mindset Todd Pisarczyk brings as we talk about how senior advisors and firm leaders can future-proof their practices in an age of rapid technological transformation. From experimenting with AI tools like ChatGPT to creating standout client experiences inspired by outside industries, Todd shares how curiosity and intentionality can drive real results. Rather than waiting for tech solutions to be handed down by vendors, Todd leads by example—testing tools, learning alongside his team, and embedding innovation into his firm’s culture. He also challenges the conventional definition of client service, making a compelling case for crafting high-touch, memorable experiences that reflect care and excellence. And he connects it all to a deeper purpose: building a legacy firm that’s not just operationally sound, but deeply human and built to last. For leaders looking to stay ahead, it’s a conversation about mindset, action, and elevating every part of the advisory business.…

FutureProof Advisor Podcast

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You're Not in Control and That's Okay 31:50

منذ 20 weeks31:50

31:50

We like to believe our success comes from skill and hard work—and when things don’t go our way, it’s easy to blame external forces. But the truth is, luck and timing often play a bigger role in outcomes than we care to admit. That tension between effort and randomness is something every advisor, especially in leadership, needs to wrestle with. When we let outcomes define us, we lose sight of what really matters: the integrity of our process. Hindsight bias can trick us into thinking a result was obvious in retrospect—just like Blockbuster passing on Netflix looks foolish now. But success and failure both deserve the same question: was the decision-making process sound? One way to protect against bias is to document decisions in real time—journaling what we knew, why we chose a path, and how we thought it might play out. That record becomes invaluable when evaluating outcomes later on. The most resilient advisors aren’t the ones who only chase good results—they’re the ones who consistently refine their process, learn from feedback, and recognize when luck played a hand. By embracing that mindset, we build adaptability into how we lead, grow, and serve our clients—no matter what tomorrow brings. Timestamps: [06:54] – Revisiting Blockbuster's Decisions and Legacy It’s easy to call Blockbuster’s refusal to buy Netflix a mistake—but that’s hindsight talking. At the time, the decision made sense given the market context and uncertainties. As leaders, we’re often judged by outcomes, but real progress comes from evaluating the quality of our decisions based on the information we had—not just how things turned out. This is a reminder to prioritize process over results and resist the trap of outcome bias. [27:11] – Journaling: A Tool Against Overconfidence Bias Journaling decisions in real time may seem simple, but it’s one of the most powerful tools we have to sharpen judgment. By capturing what we believed and why we acted before results come in, we create a clear view of our process—separate from the noise of hindsight or ego. It’s a practice that helps leaders distinguish between replicable success and one-off luck.…

FutureProof Advisor Podcast

1
Build Legacy, Not Just Wealth 35:22

منذ 21 weeks35:22

35:22

Curiosity isn’t just a trait—it’s a strategic advantage in today’s advisory world. In my latest conversation on The FutureProof Advisor , I sat down with Jerry Sneed of Procyon Partners to unpack how advisors can build deeper client relationships, stay ahead of change, and foster generational impact by rethinking how we learn, lead, and communicate. Jerry’s unique journey from aspiring marine biologist to seasoned wealth advisor has given him a fresh lens on what really matters in this business: staying curious, being intentional, and helping clients uncover the “why” behind their wealth. One of the most powerful parts of our conversation was the idea of intentional learning. Jerry blocks off time each year to step away from the daily grind and focus on growth—reading books, listening to thought-provoking podcasts, and carving out space for reflection. It’s something many of us overlook, but this kind of pause creates the clarity we need to evolve our thinking and deliver meaningful value. We also explored how values-based conversations—those that go beyond numbers—can help clients and their families articulate purpose and legacy. When we lead with questions like “What really matters to you?” instead of “How much do you want to save?”, we unlock more authentic, lasting relationships. We also talked about how market downturns aren’t just moments to manage—they’re moments to teach. Jerry views volatility as a rare opportunity to reinforce long-term thinking, guide clients through emotional responses, and educate the next generation on risk and resilience. It’s a reminder that our greatest impact as advisors often comes when the markets are at their most uncertain. This episode is filled with insights on mindset, intentionality, and leading with purpose—exactly what we need to thrive in an evolving industry.…

FutureProof Advisor Podcast

1
Curiosity Is Your Super Power 31:33

منذ 22 weeks31:33

31:33

Curiosity isn't just a nice-to-have trait—it’s a necessary fuel for leadership, growth, and long-term success. When approached with depth and intentionality, curiosity becomes the key to evolving our thinking, building sharper perspectives, and navigating complexity more effectively. In this episode, I break down the difference between general curiosity—the kind that gives us fleeting facts—and epistemic curiosity, the drive to truly understand. It’s not about connecting random dots. It’s about forming meaningful constellations that spark real insight and wisdom. When we lead with curiosity, we don’t just gather knowledge—we satisfy core human needs. From creating a sense of psychological safety to forging stronger relationships and building confidence through mastery, curiosity shows up at every level of our growth journey. Drawing on Maslow’s hierarchy, I explore how leaning into deep learning contributes to both personal fulfillment and professional momentum. It turns out, curiosity doesn’t just help us grow—it actually makes us happier by triggering the parts of our brain tied to reward and motivation. But there’s a catch: technology is making it too easy to shortcut the process. Tools like Google and AI are powerful—but if we’re not careful, they nudge us toward convenience instead of clarity. In this solo episode, I challenge us as leaders to use technology as a launchpad for deeper thinking, not as a replacement for it. The path forward? Start questioning more, summarize insights in your own words, and make curiosity a daily practice. That’s how we grow—not just smarter, but wiser.…

FutureProof Advisor Podcast

1
Don't Let Tech Leave You Behind 35:24

منذ 23 weeks35:24

35:24

Building a successful wealth management firm isn’t just about numbers—it’s about vision, resilience, and embracing change. Douglas Boneparth’s journey from childhood dreams of becoming an architect or attorney to leading a thriving financial advisory firm highlights the importance of entrepreneurship, technology, and adaptability in today’s fast-paced financial landscape. With early exposure to tech and entrepreneurial spirit from his family, Douglas emphasizes how these experiences shaped his approach to financial planning, integrating innovation into every step of his firm’s evolution. Douglas shares the personal and professional challenges he faced when joining the family business, particularly stepping in during the turbulence of the 2008 financial crisis. His ability to pivot, build resilience, and adapt to an ever-changing environment has been key to his success. A central theme of his story is the role of technology—not just as a tool for efficiency, but as a way to elevate client experiences. His willingness to embrace cutting-edge tech solutions has helped him carve out a competitive edge, allowing him to innovate and deliver unparalleled service to clients. Looking ahead, Douglas's vision is focused on the "love plus money" space—helping couples navigate financial planning together to foster stronger, more transparent relationships. His goal is to reach $250 million in assets under management, and he believes this vision can be achieved by continuing to innovate, invest in technology, and build strong, collaborative teams. His insights underscore the value of curiosity, the importance of embracing new ideas, and the role of relationship-driven financial planning in creating lasting client loyalty.…

FutureProof Advisor Podcast

1
Your Brain is Playing Tricks on You 37:51

منذ 24 weeks37:51

37:51

Our minds often deceive us, shaping our perceptions in ways we don’t realize. Cognitive biases influence decision-making, memory, and our ability to adapt. By understanding these mental traps, we can sharpen our thinking, make better decisions, and foster deeper connections with clients. One common bias is the Texas Sharpshooter Fallacy—the tendency to find patterns that fit our narratives, even when they don’t exist. This can lead to flawed decision-making and misplaced confidence in trends that may be purely coincidental. Similarly, normalcy bias keeps us anchored to what feels familiar, making it harder to recognize and respond to change effectively. There’s also the argument from authority, where we often accept expert opinions without questioning their validity. And finally, the misinformation effect distorts our memories over time, making them unreliable guides for decision-making. To counteract these biases, structured decision-making, real-time documentation, and intentional skepticism are key. Establishing clear processes helps us navigate uncertainty with confidence. Journaling or recording key observations preserves unaltered insights, reducing the risk of hindsight bias. And actively questioning authoritative claims ensures well-rounded, independent thinking. By recognizing these cognitive pitfalls, we can future-proof our decision-making and better serve our clients.…

FutureProof Advisor Podcast

1
The Power of Reflection and Strategy 32:44

منذ 25 weeks32:44

32:44

The future of financial advisory isn’t just about keeping up—it’s about staying ahead. Erin Voisin of EP Wealth Advisors shares how forward-thinking firms can create a culture that anticipates client needs, embraces innovation, and refines internal processes to drive long-term success. She highlights how strategic time management, leadership development, and a commitment to continuous improvement can help advisors future-proof their businesses in an evolving industry. One key strategy Erin discusses is the importance of setting aside time for self-reflection and strategic planning. At EP Wealth, they’ve implemented dedicated “decompression days” to allow team members to step back, assess their work, and prepare for the week ahead. This approach enhances productivity, reduces burnout, and ensures advisors are delivering the best possible client experience. Additionally, postmortem evaluations after major projects or implementations provide valuable insights, allowing teams to refine their processes and improve outcomes. Beyond operational strategies, Erin stresses the importance of leadership development in sustaining long-term growth. By investing in internal training programs, firms can cultivate strong leaders who align with the company’s vision and drive success. As the financial advisory space continues to evolve, firms that prioritize innovation, adaptability, and a strong internal culture will be best positioned to thrive.…

FutureProof Advisor Podcast

1
Asking Questions that Matter 23:31

منذ 26 weeks23:31

23:31

Great conversations don’t start with answers—they start with the right questions. In this episode of The FutureProof Advisor , I explore how curiosity, not just knowledge, is the key to deeper connections in wealth management and beyond. With technology providing instant answers, we’ve lost the art of asking meaningful questions—ones that uncover emotions, intentions, and true understanding. Shifting from fact-based questions to ones that explore feelings can transform any conversation. Instead of stopping at surface-level inquiries, I break down how to ask better questions that spark engagement and build trust. It’s not about what someone did—it’s about how they feel and why it matters. I also dive into practical techniques to improve communication, like using silence to encourage thoughtful responses, asking for permission before digging deeper, and clarifying instead of assuming. By prioritizing connection over simple information exchange, we can build stronger, more authentic relationships in both business and life.…

FutureProof Advisor Podcast

1
Listening with Intention for Stronger Relationships 47:33

منذ 27 weeks47:33

47:33

Most people hear, but few truly listen. Matt Halloran, author of ' Shut the F Up and Listen' , joins The FutureProof Advisor to explore how deep listening transforms communication, leadership, and client relationships. Drawing from his background in therapy and financial services, Matt shares how a pivotal moment studying with George Kinder shifted his perspective on the power of silence and meaningful dialogue. Listening, he explains, is an act of love—one that builds trust, strengthens connections, and allows others to feel seen and valued. The key isn’t just in hearing words but in embracing silence, using strategic pauses to create space for deeper conversations. Recognizing different communication styles—whether someone is a skydiver, hang glider, or scuba diver—can also help tailor your listening approach to foster more meaningful interactions. True listening isn’t about waiting for your turn to speak—it’s about setting aside ego, offering full attention, and making others feel genuinely understood. When we adapt our approach to meet others where they are, we create an environment where they feel comfortable, heard, and empowered to arrive at their own solutions. By mastering the art of listening, we can transform the way we lead, connect, and build relationships.…

FutureProof Advisor Podcast

1
Unlocking the Power of Curiosity in Conversations 23:31

منذ 28 weeks23:31

23:31

Effective communication is the key to building stronger, more meaningful relationships—both personally and professionally. In a world where information is readily available, the real differentiator lies in the quality of our conversations. Matt Reiner explores how shifting from fact-based questions to feeling-based inquiries can unlock deeper connections and foster trust. By moving beyond surface-level exchanges, Reiner highlights how asking thoughtful, emotional questions encourages vulnerability and creates space for genuine dialogue. He shares practical methods like seeking permission before diving into deeper topics, which helps set the foundation for more open conversations. Additionally, active listening—such as repeating what you've heard—ensures alignment, minimizes misunderstandings, and strengthens relationships. These strategies empower advisors to not only build trust with clients and colleagues but also cultivate more profound connections in every aspect of life. When we prioritize curiosity and empathy, we unlock the power of communication to create lasting, impactful relationships.…

FutureProof Advisor Podcast

1
The Strategy Behind Building a Scalable and Resilient Firm 34:33

منذ 29 weeks34:33

34:33

Success in financial advising isn’t just about managing assets—it’s about anticipating the future, building the right team, and staying relentlessly client-focused. Matt Reiner sits down with Eric Sheerin from Dogwood Wealth to uncover how he grew a $250 million firm in just three years, with sights set on $1 billion. Their conversation dives into the mindset and strategies that drive long-term success in an evolving industry. Eric highlights the power of strategic partnerships and role specialization, explaining how surrounding yourself with the right people—each playing to their strengths—creates a scalable, efficient business. He also stresses the importance of staying ahead of industry shifts, continuously adapting to client needs and market trends to remain competitive. Finally, he shares why clear goal-setting and accountability are the backbone of sustainable growth, allowing firms to execute with intention while staying flexible enough to adjust along the way. The key to future-proofing your advisory practice isn’t just working harder—it’s working smarter, with the right people, the right strategy, and a relentless focus on client experience.…

FutureProof Advisor Podcast

1
Turning Conflict Into Connection Through Better Conversations 25:56

منذ 30 weeks25:56

25:56

The way we communicate can either bridge divides or deepen them, especially in high-stakes conversations. Matt Reiner, host of FutureProof Advisor Podcast, unpacks the psychology behind why people struggle to engage openly, revealing how our evolutionary instincts and need for belonging often lead to closed-minded discussions. Instead of trying to persuade, shifting the focus toward exploration fosters more productive and less polarizing dialogue. By embracing empathy and viewing conversations through multiple perspectives, professionals can navigate difficult discussions with greater understanding. Matt illustrates this with a theoretical game that exposes how certain statements trigger automatic, emotionally charged reactions. Recognizing these responses allows for more thoughtful engagement and stronger connections. He also challenges the tendency to accept authoritative opinions at face value, advocating for deeper questioning to uncover the emotional context behind data and conclusions. Curiosity, empathy, and objectivity are the foundation for better communication in wealth management and beyond. By filtering judgments, actively listening, and staying open to different viewpoints, professionals can strengthen relationships, ease difficult conversations, and create more cohesive teams and client experiences.…

FutureProof Advisor Podcast

1
Gary Knopf on Wellness, Work, and Redefining Success 46:46

منذ 40 weeks46:46

46:46

In this episode of Bridging the Gap, Matt Reiner sits down with Gary Knopf, an attorney at Continuum Legal Group, to explore the intersection of wellness, professional growth, and innovative practices in the legal field. Gary shares how Peter Attia’s book Outlive transformed his perspective on longevity, emphasizing the importance of enjoying life rather than simply extending it. This philosophy inspired his commitment to a personalized wellness routine, including early-morning workouts and incorporating small, sustainable steps like short walks to maintain physical and mental health. The conversation also delves into the inefficiencies of traditional legal billing practices, with Gary advocating for alternative models like fixed fees that improve client satisfaction and streamline financial management. He highlights the importance of exploring these innovative approaches to create a more transparent and collaborative client experience. Matt and Gary discuss the significance of relationship-based networking, emphasizing the value of building trust with referral partners and thoroughly understanding their services. This approach leads to more meaningful professional connections and enhances the ability to deliver impactful solutions to clients. Additionally, they draw parallels between the legal and wealth management professions, highlighting the shared need to deeply understand client needs and focus on offering practical, results-oriented solutions rather than simply transactional services. Gary also shares strategies for maintaining work-life balance, including setting boundaries with clients, prioritizing family time, and getting enough sleep to stay grounded amidst the demands of a challenging career.…

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