Will AI Replace Wealth Managers? (with Angelo Cirinelli)
from The More Smarter Show Hosted by The More Smarter Show
In Episode 39 of The More Smarter Show, Jake and Dylan sit down with Angelo Cirinelli, co-founder of Sterling Adams Wealth Management, to talk about building a financial planning business from zero to 30+ clients in just a few years. Angelo shares how he transitioned from molecular biology to advising real estate investors, the systems and workflows that helped him grow, and why networking, mentorship, and credibility matter more than social media for long-term client relationships. The conversation dives into financial planning for real estate investors, scaling a service business, hiring the right help, and the role personality and real-world experience will play in a future shaped by AI. If you’re building a business, investing in real estate, or trying to get smarter about money and growth, this episode is packed with practical insights.
Embed this episode
No transcript yet.