Ric Edelman on The Future of Advice | S2 E1

Episode Details Ric Edelman is considered by many to be a godfather of the wealth management industry. He is one of the most influential people in the financial planning and investment management profession, according to Investment Advisor, RIABiz, and InvestmentNews. He is a #1 New York Times bestselling author of eleven books on personal finance. […]

Megan Carpenter and Mark Tibergien on The Future of Advice | S1 E14

Megan Carpenter is the CEO and founder of FiComm Partners. Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry. Together, they discuss where the industry is headed and what advisors and firms can do to set themselves apart.

Ben Carlson on The Future of Advice | S1 E12

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.

Gavin Spitzner on The Future of Advice | S1 E11

Gavin Spitzner is the founder and president of Wealth Consulting Partners. He has 25+ years of working in and consulting for Fortune 500 companies with a breadth of experience encompassing strategic consulting, business development, product development, digital strategy, marketing, professional development, and practice management.

Doug Fritz on The Future of Advice | S1 E10

Doug Fritz is the founder of F2 Strategy and former wealth management CTO. His team of experienced wealth management executives addresses a widening gap between the expectations of affluent clients and their wealth management experience.

Anders Jones on The Future of Advice | S1 E9

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 technology, and healthcare IT. Prior to Argyle, Anders was on the early team at LiveRamp (acquired by Acxiom for $310 million) and has been involved as an investor or advisor in many other startups in Silicon Valley.

Megan Carpenter on The Future of Advice | S1 E8

Megan Carpenter is the CEO and founder of FiComm Partners. She was recently named in 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 their target audiences. Her passion to promote the industry is demonstrated through her involvement with the CFP Board Center for Financial Planning Workforce Development Advisory Group.

Aimvest Technologies on The Future of Advice | S1 E7

Aimvest Technologies is a startup technology company that is focused on changing the way advisors invest client assets and manage the risk of their clients not achieving their financial goals. Their proprietary system allows advisors and clients to set realistic target financial goals (save for college, create stable income in retirement, etc…) and then their software manages the investment portfolio to provide a floor (downside protection) on the investment while maximizing the possible upside for the client.

Steve Lockshin on The Future of Advice | S1 E6

Steve Lockshin is a Founder and Principal of AdvicePeriod and former Chairman of Convergent Wealth Advisors, a company he founded in 1994. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Lydian Wealth Management was acquired by City National Bank (NYSE:RY) in 2007. He is also the founder and visionary of Vanilla, a tech-enabled platform to automate estate planning for advisors and lawyers.

Rachel Carpenter on The Future of Advice | S1 E5

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 powerful, easy-to-use API and marketplace. Software developers, financial innovators, analysts, educators, institutions, and startups are building tomorrow’s innovations with their data.