AI for Advisors

Mark Heynen, James Cantwell

Exploring the intersection of AI & money.

  1. Jul 17

    The Future of AI Agents in Wealth Management: Freedom Dumlao @ Vestmark

    AI is quickly becoming more than just a productivity tool—it's becoming a teammate. Mark Heynen and James Cantwell welcome Freedom Dumlao, CTO and Chief AI Officer at Vestmark, to discuss how AI agents are reshaping wealth management. Drawing on his experience at Amazon and Vestmark, Freedom shares how firms can safely deploy AI, why governance matters as much as capability, and what the future looks like as AI begins taking on real operational work. From AI employees and local models to advisor workflows and infrastructure, this episode explores what it takes to bring AI into regulated financial services responsibly.

  2. Jul 9

    Why Advisors Should Stop Managing Portfolios: Jeff Coyle @ Libretto

    What if advisors have been approaching financial planning the wrong way all along? In this episode of AI for Advisors, James Cantwell and Mark Heynen are joined by Jeff Coyle, Founder & CEO of Libretto, to discuss why advisors should be managing total wealth—not just investment portfolios. Jeff explains how his experience serving ultra-high-net-worth families led to a new planning methodology that goes beyond traditional risk questionnaires and Monte Carlo simulations. The conversation also explores how AI is streamlining client onboarding, enhancing advisor expertise, and making more sophisticated financial planning accessible at scale. If you're curious about where financial planning is headed—and how AI can help advisors deliver more meaningful advice—this episode is for you.

  3. Jul 2

    AI Won't Replace Advisors—But It Will Change Them: Mike Barrasso @ WealthReach, Matt Halloran @ Zocks & Derrick Kinney @ Success for Advisors

    AI is reshaping financial advice—but not in the way many expected. Mike Barrasso of WealthReach and Matt Halloran of Zocks join Mark Heynen and James Cantwell to discuss what advisors are actually doing with AI today, why branding matters more than ever, and how AI assistants are moving beyond simple note taking. Midway through the episode, Derrick Kinney makes a surprise appearance to share his perspective on authentic communication, client trust, and why human connection remains an advisor's greatest advantage. A practical conversation about AI adoption, advisor growth, and where the industry is headed next.

  4. Jun 23

    Private Markets Are Finally Scalable: Logan Henderson @ Gridline

    Private markets are becoming more accessible—but the infrastructure supporting them hasn't always kept pace. James Cantwell and Mark Heynen are joined by Logan Henderson, Founder & CEO of Gridline, to discuss how AI and modern technology are transforming alternatives operations, due diligence, and reporting. They explore the challenges RIAs face when implementing private market programs, where AI can create real efficiencies, and why the future of alternatives may depend more on infrastructure than access.

  5. Jun 9

    The Human Edge in AI-Driven WealthTech | Jason Quinn @ Advisor360° & Dr. Joshua Wilson @ Neubefi

    In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with Jason Quinn @ Advisor360° and Dr. Joshua Wilson @ Neubefi to talk about where AI is really taking advisor technology.The conversation explores how AI may reshape the wealthtech stack, why firms may move away from fragmented point solutions, and how AI-native operating systems could change the way advisors work.Jason shares how Advisor360° is thinking about unified data, workflows, and infrastructure, while Dr. Joshua Wilson breaks down why trust, identity, emotional resonance, and human connection may become even more important as AI tools become more common.They also discuss whether AI can help advisors scale relationships, why generic AI content is not enough, and how firms can stand out when everyone has access to the same technology.Topics include:AI-native operating systems for advisorsThe future of the wealthtech stackWorkflow automation and advisor productivityTrust and differentiation in an AI-driven marketHuman connection as a competitive edgeFavorite AI tools like Claude, Claude Code, and WhisperFlowAs AI raises the baseline, the real winners may be the firms that combine smarter technology with a stronger human signal.

  6. Jun 5

    Digital Employees are Already Here: Alex Schlesinger @ SS&C


    AI is moving from hype into infrastructure. In this episode of AI for Advisors, Mark and James sit down with Alex Schlesinger of Advent to discuss what it actually looks like to build AI inside a large enterprise WealthTech organization — and why most firms are still approaching AI the wrong way. The conversation explores the tension between innovation and legacy systems, how large firms think about AI adoption, and why the future may belong to flexible AI platforms instead of one-size-fits-all solutions. What we cover: • Building AI inside large WealthTech enterprises • Why “AI-first” thinking often fails • AI infrastructure vs AI products • MCP, orchestration, and digital employees • Operational efficiency in wealth management • The future of advisor technology stacks Chapters: 00:00 – Dogs, tracking tech, and digital employees 07:00 – OpenClaw, AI agents, and orchestration 24:00 – Alex’s background and Advent journey 31:00 – Building AI inside large organizations 45:00 – Why most AI implementations fail 57:00 – The future of AI platforms in wealth management About AI for Advisors: Conversations exploring how artificial intelligence is transforming wealth management, advisor workflows, and the future of financial services.

  7. May 19

    Advisors Are Missing the Biggest Asset with Jason Early, Founder & CEO of RISR

    Most advisors want to serve business owners — but many still lack the tools, data, and confidence to advise them well. In this episode of AI for Advisors, Mark Heynen and James Cantwell talk with Jason Early, Founder & CEO of RISR, about why business owners remain one of the biggest missed opportunities in wealth management. They discuss how advisors can move beyond rough business valuations, use better data to create deeper planning conversations, and help owners think through succession, exit planning, risk, and long-term goals. They also explore how AI is changing the advisor’s role, why relationship-building still matters, and why technology should support trust — not replace it. Featuring Jason Early, Founder & CEO of RISR.

  8. May 14

    Your Messaging is Broken: Allen Darby from Alaris Acquisitions

    In this episode of AI for Advisors, Mark and James sit down with Allen Darby, Founder and CEO of Alaris Acquisitions, to discuss how AI is beginning to reshape the future of RIAs, M&A, and wealth management operations. Allen shares insights from years of advising RIA transactions, including how buyers evaluate firms, why cultural fit matters more than price alone, and how AI could eventually impact valuations, staffing, growth, and advisor-client relationships. The conversation also explores the rise of AI note takers, automation in advisory workflows, and whether AI-powered firms could eventually command a premium in the market. What we cover:• The state of RIA M&A today• Why younger advisors are selling earlier• How Alaris uses AI for buyer-seller matching• The role of culture and compatibility in acquisitions• AI’s impact on advisor operations and staffing• Whether AI-ready firms could command higher valuations• The future of advisor-client relationships in an AI world Learn more about Alaris Acquisitions:https://www.alarisacquisitions.com

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About

Exploring the intersection of AI & money.

Information

  • Creator
    Mark Heynen, James Cantwell
  • Years Active
    2026
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © Mark Heynen, James Cantwell
  • Show Website
    AI for Advisors

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