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| Episode | Date |
|---|---|
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12. Alan Rhode, Founder & CEO of Modern Wealth, on Building a Solo RIA That Scales with AI
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Apr 14, 2026 |
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11. Brett Wysopal, Founder of Wysopal Wealth Planning, on Turning Disconnected Data Into Insight
|
Mar 10, 2026 |
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10. Joel Miller, Founder of Flames Financial Planning, on the Future of Financial Advice
|
Mar 03, 2026 |
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9. Founder & CEO of Wealth IQ, Aditi Kapadia, on Building AI to Deepen Human Advice
|
Feb 24, 2026 |
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8. Author & CEO of Boyer Financial, Drew Boyer, on Authentic Content in the AI Era.
|
Feb 18, 2026 |
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7. The Currency of Trust: AI, Athletes, and Building a Modern RIA
|
Jan 13, 2026 |
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6. Hypergrowth, Succession, and the AI Shift Inside a Modern RIA
|
Dec 16, 2025 |
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5. From 50 Clients to 500: How AI Expands an Advisor’s Reach Without Losing Touch
|
Nov 03, 2025 |
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4. From Meetings to Media: How AI Turns Advisor Conversations Into Content
|
Oct 01, 2025 |
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3. Inbox Zero, Finally: How AI Pulls Signal from Email Chaos
|
Sep 18, 2025 |
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2. Inside the Code: What It Takes to Build AI Integrations
|
Sep 11, 2025 |
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1. Advisors and AI: Why Notetaking Isn’t the Endgame
|
Sep 02, 2025 |