ThinkAdvisor Perspectives Podcast

ThinkAdvisor
  • 5.0 (2)
  • Investing
  • Updated Weekly

Welcome to ThinkAdvisor's Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

  1. 1d ago

    Industry Trends Shaping PDP Plan Selection

    ThinkAdvisor Perspectives Podcast

    6 min

  2. 1d ago

    How PDP Choices Shape Health Outcomes

    ThinkAdvisor Perspectives Podcast

    9 min

  3. Jun 17

    AI and Finance: Risks and Rewards for Advisors and Clients

    United Planners' Aaron Spradlin and Mustapha Baassiri, co-founder of Hamachi.ai, discuss the effects AI is having on the financial services industry and the risks and rewards for advisors and their clients. Artificial intelligence is transforming nearly every industry, and financial services is no exception. From virtual chatbots to advanced automation platforms, AI is changing how advisors engage with clients and manage their businesses. Aaron Spradlin, CTO of United Planners, and Mustapha Baassiri, co-founder of Hamachi.ai, have observed these technologies evolve over the past several years. Together, they offer unique insights into the opportunities and challenges associated with adopting AI. In this podcast, Spradlin and Baassiri join Sheila Agasi, executive vice president, chief revenue officer and general partner at United Planners Financial Services, to discuss how AI is reshaping the financial advice industry, including: ·         -What AI really means and the effects it's having on financial advisors ·         -How advisors can leverage AI to streamline their businesses and improve efficiency ·         -Why security and data privacy are critical as AI use increases ·         - Practical lessons advisors can apply when adopting AI Listen to the full conversation to learn how advisors can responsibly leverage AI while managing security, compliance and client trust concerns. To hear the full conversation, listen here. To learn more about United Planners, visit here.

    55 min

  4. May 4

    Growth and Succession Secrets: A Primer for Advisors

    Josh Allen, CEO of TCP Asset Management, shares his perspective on how advisors should approach the realities of succession and continuity planning.

    33 min

  5. Jan 29

    How Technological Innovation and Integration Improves Client Experiences

    ThinkAdvisor Perspectives Podcast

    10 min

  6. Jan 29

    How Advisors Can Meet the Challenges and Opportunities of 2026

    ThinkAdvisor Perspectives Podcast

    15 min

  7. 12/17/2025

    Delivering Technology and Services to Advisors

    ThinkAdvisor Perspectives Podcast

    8 min

  8. 12/02/2025

    Focusing on Continuing Education and Certifications

    ThinkAdvisor Perspectives Podcast

    14 min
See All (95)

Ratings & Reviews

5
out of 5
2 Ratings

About

Welcome to ThinkAdvisor's Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

Information

  • Creator
    ThinkAdvisor
  • Years Active
    2018 - 2026
  • Episodes
    95
  • Rating
    Clean
  • Copyright
    Copyright © 2025 Touchpoint Markets. All Rights Reserved.
  • Show Website
    ThinkAdvisor Perspectives Podcast