All Episodes
Behind the Curtain Finance — 20 episodes
AI Is Reshaping Financial Advisors’ Workflow and Client Relationships with Matt Halloran (Ep. 19)
AI Is Coming for Financial Advice: What Advisors Need to Know with Alex Chalekian (Ep. 18)
When Success Becomes a Blind Spot: Losing a Major Client and Rebuilding with Guardrails (Ep. 17)
The Truth About AI Prospecting Tools with Joe Moss (Ep. 16)
Why Advisor Onboarding Is Broken and How Tech Is Changing the Game with John Finney, CFP® (Ep. 15)
Authenticity, AI, and the Future of Advisory Growth (Ep. 14)
How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13)
Scaling Smarter: Technology, Clients, and Legacy (Ep. 12)
Building the Future of Advice with Jason Wenk (Ep. 11)
The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)
Why Estate Planning Can’t Wait (Ep. 9)
Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)
Building Trust First: The Real Foundation of Financial Planning (Ep. 7)
Authenticity Over Automation (Ep. 6)
From Tragedy to Triumph: A Personal Tale of Financial Empowerment (Ep. 5)
Behind the Curtain: How Authentic Financial Advice Changes Lives (Ep. 4)
The Emotional Impact of Financial Decisions: A True Story (Ep. 3)
Background: Personal and Professional (Ep. 1)
Reflections on Ownership: Healing from the Past (Ep. 2)
Behind the Curtain Finance