The Trust Podcast

In this episode of The Trust Podcast, Greenboard Cofounders Dave Feldman (CEO) and Ed Schembor (CTO) go deep on why they built Greenboard and how they're rethinking the future of financial compliance software.Both discuss their backgrounds before Greenboard and what led them to the space. They trace their early frustrations with the fragmented landscape of legacy tools and how a lack of innovation, driven by cashflow-first incumbents, opened the door for a better product to exist. Dave and Ed explain why the opportunity wasn’t just technical but human: compliance teams deserved more than clunky point solutions and repetitive, soul-crushing workflows. They deserved tools built with empathy, UX, and modern AI in mind.They also discuss their all-in-one approach to product strategy, the cultural difference between startups and roll-ups, and why the best engineers want to work on hard problems with purpose. Finally, they look ahead to the role AI will play in the future and Dave’s vision that it will not replace compliance teams, but to give them more control, more time, and more impact.

In this episode of The Trust Podcast, we welcome Bob Veres - a veteran journalist and futurist in the financial planning profession. With over 40 years of experience, Veres offers unique insights into the industry's evolution.We explore Veres' journey from freelance writer to influential industry voice, and discuss the major shifts in financial planning since the 1980s - from commission-based models to fee-based services and the rise of independent custodians.Veres shares his perspective on the challenges faced by client-focused advisors in differentiating themselves, and offers thoughts on fiduciary marketing. We also explore the dynamics between advisors, regulators, and the brokerage industry.We finish by discussing the impact of private equity on advisory firms and the potential future landscape of the profession.

In the inaugural episode of The Trust Podcast, host Dave Feldman sits down with Michael Kitces, a prominent figure in the financial planning industry known for his extensive content creation, industry influence, and knowledge of new technology. The conversation begins with Kitces sharing his unconventional journey into finance, transitioning from a psychology background to the world of life insurance and financial planning in the early 2000s.We then explore the topic of trust dynamics between financial advisors and their clients. Kitces introduces the "warmth and competence" framework and we explore the impact of different fee structures on trust. Our conversation shifts to the vendor ecosystem, examining the challenges of software adoption in the advisory space and the importance of long-term relationships with technology providers.Finally, we discuss advisors' mixed sentiments towards AI, its limitations in high-stakes financial decisions, and the need for "human-in-the-loop" solutions.