All Episodes

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