PODCAST · technology
More Than Assets
by BeyondWill
People are more than assets, but an entire industry. There is a human side to estate planning — relationships, obligations, decisions nobody prepared for — and it never shows up in a Will. This is a show about the people who handle that part. The financial advisors on the front lines, walking families through the mess. And the platforms they quietly count on when the work gets real.
Episodes
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Episode 02 | Cory Sims
Episode 02 of More Than Assets is live with Cory Sims, Founder and Managing Member at Sims Investment Management. Cory makes a case that should make every advisor pause: you don't have a relationship with the beneficiaries; you're just renting your AUM. After building a practice of over 600...
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James Cantwell
James Cantwell shares his journey in the fintech space, highlighting the challenges of tech adoption and implementation. He also discusses the concept of the great wealth transfer and the role of AI in cultivating client relationships. The conversation covers the use of AI in financial advising,...
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ABOUT THIS SHOW
People are more than assets, but an entire industry. There is a human side to estate planning — relationships, obligations, decisions nobody prepared for — and it never shows up in a Will.
This is a show about the people who handle that part. The financial advisors on the front lines, walking families through the mess. And the platforms they quietly count on when the work gets real.
HOSTED BY
BeyondWill
CATEGORIES
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Frequently Asked Questions
How many episodes does More Than Assets have?
More Than Assets currently has 2 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is More Than Assets about?
People are more than assets, but an entire industry. There is a human side to estate planning — relationships, obligations, decisions nobody prepared for — and it never shows up in a Will. This is a show about the people who handle that part. The financial advisors on the front lines, walking...
How often does More Than Assets release new episodes?
More Than Assets has 2 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to More Than Assets?
You can listen to More Than Assets on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts More Than Assets?
More Than Assets is created and hosted by BeyondWill.
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