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The Future of Advice™

Lifeworks Advisors

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.

PublishesDailyEpisodes32Founded5 years ago
Categories
BusinessInvesting

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Artwork for The Future of Advice™

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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

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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 Money with Katie Show
2. The Prof G Pod with Scott Galloway
3. The Daily
4. Pivot
5. The Best One Yet

How many episodes of The Future of Advice™ are there?

The Future of Advice™ launched 5 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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