AI for Advisors
Mark Heynen, James CantwellExploring the intersection of AI & money.
| Publishes | Weekly | Episodes | 34 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
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Latest Episodes
AI is quickly becoming more than just a productivity tool—it's becoming a teammate.
Mark Heynen and James Cantwell welcome Freedom Dumlao, CTO and Chief AI Officer at Vestmark, to discuss how AI agents are reshaping wealth management. Drawing on his... more
What if advisors have been approaching financial planning the wrong way all along?
In this episode of AI for Advisors, James Cantwell and Mark Heynen are joined by Jeff Coyle, Founder & CEO of Libretto, to discuss why advisors should be managing tot... more
AI is reshaping financial advice—but not in the way many expected.
Mike Barrasso of WealthReach and Matt Halloran of Zocks join Mark Heynen and James Cantwell to discuss what advisors are actually doing with AI today, why branding matters more than ... more
Private markets are becoming more accessible—but the infrastructure supporting them hasn't always kept pace.
James Cantwell and Mark Heynen are joined by Logan Henderson, Founder & CEO of Gridline, to discuss how AI and modern technology are transfo... more
In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with Jason Quinn @ Advisor360° and Dr. Joshua Wilson @ Neubefi to talk about where AI is really taking advisor technology.The conversation explores how AI may reshape the wea... more
AI is moving from hype into infrastructure.
In this episode of AI for Advisors, Mark and James sit down with Alex Schlesinger of Advent to discuss what it actually looks like to build AI inside a large enterprise WealthTech organization — and why mo... more
Most advisors want to serve business owners — but many still lack the tools, data, and confidence to advise them well.
In this episode of AI for Advisors, Mark Heynen and James Cantwell talk with Jason Early, Founder & CEO of RISR, about why busines... more
AI is moving from hype into infrastructure.
In this episode of AI for Advisors, Mark and James sit down with Alex Schlesinger of Advent to discuss what it actually looks like to build AI inside a large enterprise WealthTech organization — and why mo... more
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Frequently Asked Questions About AI for Advisors
What is AI for Advisors about and what kind of topics does it cover?
The show centers on how AI is transforming money management, wealthtech, and advisory practices. Episodes frequently explore practical AI deployments in financial services, data-driven advisory workflows, and the balance between implementing cutting-edge technology and preserving client trust. Guests tend to be founders, CEOs, and senior product leaders from fintech, wealthtech, and financial services platforms who share real-world experiences—ranging from AI-enabled growth and AI governance to M&A and platform strategies. A notable strength is translating complex AI concepts into actionable implications for advisors and firms, often with concrete case studies, vendor comparisons, and thoughtful commentary on governance, data readiness, and... more
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How many listeners does AI for Advisors get?
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What are the audience demographics for AI for Advisors?
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How many subscribers and views does AI for Advisors have?
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Which podcasts are similar to AI for Advisors?
These podcasts share a similar audience with AI for Advisors:
1. Talking Wealth
2. Animal Spirits Podcast
3. The Psychology of Money with Morgan Housel
4. The Compound and Friends
5. WealthTech Today
How many episodes of AI for Advisors are there?
AI for Advisors launched 6 months ago and published 34 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact AI for Advisors?
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What guests have appeared on AI for Advisors?
Recent guests on AI for Advisors include:
1. Logan Henderson
2. Jason Quinn
3. Dr. Joshua Wilson
4. Alex Schlesinger
5. Jason Early
6. Allen Darby
7. Eden Ovadia
8. Churni Bhattacharya
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.