The Future of Advice™
Lifeworks AdvisorsA conversation with leaders in wealth management and technology around the future of financial advice, the biggest challenges facing advisors today, and how to build a business to win the future.
| Publishes | Daily | Episodes | 32 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||
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Ben Carlson serves as the Director of Institutional Asset Management at Ritholtz Wealth Management.
His writing can be seen in almost every top financial publication and in 2017 he was named to the InvestmentNews 40 under 40 list.
He is the auth... more
Chris King is the Founder and CEO of Eaglebrook Advisors, a tech-driven investment manager that provides independent financial advisors with streamlined, secure, and compliant access to bitcoin and digital assets.
The firm has created the first bi... more
A conversation with leaders in wealth management and technology around the future of financial advice, the biggest challenges facing advisors today, and how to build a business to win the future.
Gavin Spitzner is founder and president of Wealth Consulting Partners. He has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing strategic consulting, business development, product development, digi... more
Anders Jones, CEO of Facet Wealth, is an entrepreneur and early stage tech investor. Prior to Facet, Anders was a founding partner of Argyle Ventures. Argyle invests in emerging startup markets, with a focus on advertising, technology, financial tech... more
Ray Sclafani is someone who I have been following and learning from for the last 6 years.
He is one of the most effective coaches and developers of advisors in the wealth management industry. His advice and teaching has been instrumental in helpin... more
Rachel Carpenter is an entrepreneur who is leading an effort to reinvent the financial data supply chain.
She is the co-founder and CEO of Intrinio, a modern platform where you can access fast, accurate, and affordable financial data through a po... more
Megan Carpenter is the CEO and founder of FiComm Partners.
She was recently named to the Investment News 40 Under 40 list and her expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with the... more
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Which podcasts are similar to The Future of Advice™?
These podcasts share a similar audience with The Future of Advice™:
1. The Prof G Pod with Scott Galloway
2. The Daily
3. Pivot
4. The Best One Yet
5. The Ezra Klein Show
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The Future of Advice™ launched 6 years ago and published 32 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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