All Episodes
AI for Advisors — 30 episodes
The Human Edge in AI-Driven WealthTech | Jason Quinn @ Advisor360° & Dr. Joshua Wilson @ Neubefi
Digital Employees are Already Here: Alex Schlesinger @ SS&C
Advisors Are Missing the Biggest Asset with Jason Early, Founder & CEO of RISR
Your Messaging is Broken: Allen Darby from Alaris Acquisitions
Growth Without Losing Trust: Eden Ovadia from Finny
Advisor Tech is Solving the Wrong Problem: Churni Bhattacharya @ Amplify
AI Isn't Ready for Production: Haik & George from Arqa and ZBP
Advisors Are Using AI Wrong: Derek Notman @ Couplr
Compliance is the Real AI Opportunity: Larry Shumbres @ Archive Intel
From Meeting Notes to Agentic Action: John Connell @ Focal
The Canuck Episode: Jason Pereira and Ken Lotocki on AI Adoption
Full Stack or Best of Breed? Ritik Malhotra @ Savvy Wealth
Kitces on AI, Productivity, and the 10 yr Outlook
Jason Wenk on Altruist's Playbook for AI + Custody
Onboarding Without the Paperwork Hell: Flextract’s Rajesh Jayaraman on AI Document Processing
Beyond the Shiny Objects: Max Klein and Mike Wilson on Wealth Tech’s Invisible Layer
Private Markets Go Digital: Infrastructure, Access, and AI with Ryan Eisenman and Jacob Miller
Using AI to Attract & Retain Clients with Victoria Toli @ Finny and Arnulf Hsu @ GReminders
Advise AI Exhibitor Pitches in Las Vegas
Joe Moss on AI overlays vs AI CRMs
When Humans Beat AI With Matt Morris and Mike Bennett from EncorEstate Plans
Pirates, the Navy, and the Future of Wealth Tech with Orion’s Reed Colley
Is Jump a CRM killer? CEO Parker Ence talks agents and creating a new category on the Kitces map.
How AI helps financial advisors scale and grow with Dr Sindhu Joseph & David Decelle
Mark Gilbert @ Zocks + Are notetakers building CRMs? + Wealthbox & Hazel
Is Future Proof the Burning Man of finance? + Kitces study + the rise of AI assistants
AI in practice with Ben Olsen and Kai Bogdanovich
Is AI working? + JP Morgan's Coach AI + Microsoft's Empire Strikes Back + Google Finance's AI Reboot
The future of CRMs in the age of AI + Are we at peak AI hype?
Episode 1: GPT5 & the future of advisors