FutureProof Advisor Podcast

Matt Reiner
  • 4.7 (13)
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FutureProof Advisor Podcast

The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

  1. Google Than Goldman

    HACE 6 DÍAS

    Google Than Goldman

    Regulations aren’t the problem—they’re the easy excuse. The real obstacle to innovation in wealth management often lies in our own mindset: a fear of failure, a bias toward what’s worked before, and a comfort with the familiar. In this episode of The FutureProof Advisor, I dive into the tension between compliance and innovation—and why these two forces don’t have to be at odds. Drawing lessons from industries like healthcare and banking, I explore how firms operating under even stricter regulations have still managed to deliver exceptional, forward-thinking client experiences. True innovation in our space doesn’t mean ignoring risk or compromising fiduciary responsibility. It means challenging legacy processes and rethinking the entire client journey—from communication and onboarding to relationship management and reporting. Inspired by the principles that drive companies like Google, I share how even small firms can create space for structured experimentation, learn quickly, and use first-principles thinking to redesign client experiences without blowing up their operations or budget. The future belongs to firms that build a culture where new ideas are explored—not buried under the weight of “we’ve always done it this way.” That means assigning clear ownership to innovation efforts, carving out time and budget for learning (not just execution), and encouraging teams to rethink how value is delivered at every touchpoint. Change doesn’t have to be radical—it just has to be intentional. And when done well, it creates real differentiation in a crowded and commoditized market.

    33 min
  2. Talent, Transition, and the Truth About Growth

    5 JUN

    Talent, Transition, and the Truth About Growth

    Growth is the goal—but few talk about how uncomfortable it can actually be. In this episode of The FutureProof Advisor, I sit down with Rich Gill of Wealth Partners Capital Group to unpack what really happens as RIAs scale beyond the founder. We explore the evolution of the industry through Rich’s unique lens—one shaped by experience across roles and market cycles—and dive into the mindset shifts required to move from a relationship-driven practice to a fully built-out firm. As Rich and I discuss, the path to sustainable growth isn’t paved with just good intentions—it takes early investment in structure, leadership beyond the founder, and a clear focus on talent development. Too many firms hit a wall because they wait too long to professionalize operations or build out scalable support systems. And while technology plays a role, it’s the firms that lean into emotional intelligence, purpose-driven client conversations, and high-trust relationships that are really separating themselves from the pack. Those leading the way are making proactive decisions—hiring ahead of the curve, putting systems in place before they feel urgent, and using tech to amplify the human touch, not replace it. They’re not growing for growth’s sake; they’re designing firms that reflect their values and meet the evolving expectations of clients who want more than performance—they want partnership.

    36 min
  3. Risk, Failure, and Freedom - What School Didn't Teach You

    29 MAY

    Risk, Failure, and Freedom - What School Didn't Teach You

    We’re taught from a young age to aim for the right answer, follow the rules, and avoid mistakes. That mindset might’ve earned us gold stars in school—but in the real world of leadership, it often becomes a roadblock. In this episode of The FutureProof Advisor Podcast, I unpack how the systems we grew up in—especially our education system—trained us for certainty, structure, and passivity, when the modern world of financial advice demands something completely different. Our success today depends less on being right the first time and more on staying adaptable, thinking in nuance, and getting comfortable with the uncomfortable. For many advisors in leadership roles, it’s not a lack of knowledge or skill that holds us back—it’s the deeply rooted wiring that tells us to play it safe, to wait for clarity, or to avoid anything that might be perceived as failure. As firm leaders, our ability to scale and stay competitive will hinge on how well we can model and instill new ways of thinking—ways that reward curiosity over compliance, and experimentation over perfection. That means building cultures where people feel safe to challenge old norms, propose half-baked ideas, and learn in motion. It means shifting from binary mindsets to spectrum-based ones, where growth isn’t measured in tidy milestones but in resilience, adaptability, and progress over time. By staying aware of how our habits were formed—and intentionally choosing which ones to evolve—we create the space for true leadership to emerge. Growth isn’t about adding more complexity; it’s about making room for the kind of thinking that helps us all move forward.

    29 min
  4. The Future of Investment Management Isn't Human... Or Is It?

    22 MAY

    The Future of Investment Management Isn't Human... Or Is It?

    The advisory landscape is shifting fast—and staying relevant means rethinking how we create and deliver value. In this conversation, I sit down with Christian Hyldahl, founder of Varium Investment Partners, to explore the evolution of investment management and what it takes to stand out as an advisor today. Christian’s perspective is grounded in decades of industry experience, but he’s not stuck in the past. He sees a clear divide forming: those who innovate and differentiate through process and specialization—and those who get pulled into a race to the bottom. We unpack how technology, especially AI and data-driven insights, is reshaping portfolio management. But Christian makes a strong case that human judgment still matters—particularly when it comes to forward-looking investment decisions and assessing the intangibles. He shares how Varium blends the best of both worlds, using AI where it enhances efficiency while keeping humans at the core of research and decision-making. He also outlines a new kind of partnership model, where advisors can share in the firm’s growth, not just use its services—a refreshing alternative to the traditional OCIO setup. For senior leaders and forward-thinking advisors, this episode of The FutureProof Advisor Podcast dives into the strategies and mindset shifts needed to build a truly differentiated, resilient business. From defining your firm’s value beyond investment performance to exploring models that tie growth and ownership together, the conversation is a call to think more boldly about the future. If you’re navigating change, investing in innovation, or simply re-evaluating how to lead with purpose, this episode offers a fresh lens—and a few ideas worth taking back to your team.

    33 min
  5. How to Take Action When You Know Too Much

    15 MAY

    How to Take Action When You Know Too Much

    We tend to believe that more knowledge and more information will make our decisions easier and better. But what if that abundance of insight is actually holding us back? As leaders in this industry, we’re often inundated with options, research, and opinions—yet that flood of input can lead to indecision, anxiety, and hesitation. In this episode of The FutureProof Advisor, I unpack how too much thinking and not enough doing can hinder our progress, both individually and within our firms. I explore the paradox where knowledge—while valuable—can become a roadblock when it outweighs experimentation. Drawing from behavioral research and personal experiences, I examine how limiting choices can unlock action, how micro-experiments drive clarity, and how maintaining a beginner’s mindset—even as seasoned professionals—is essential to navigating fast-changing environments. I explore the difference between naïve optimism and strategic experimentation, and why getting things “right” matters less than having the courage to test, learn, and adjust. This episode is a call to shift our relationship with action. Instead of seeking perfect answers, we can embrace a culture where thoughtful trial, fast iteration, and small failures lead to smarter decisions and long-term growth.

    29 min
  6. The Future is Built Not Bought

    8 MAY

    The Future is Built Not Bought

    The most successful firms aren’t the ones that fear change—they’re the ones that actively lead it. That’s the mindset Todd Pisarczyk brings as we talk about how senior advisors and firm leaders can future-proof their practices in an age of rapid technological transformation. From experimenting with AI tools like ChatGPT to creating standout client experiences inspired by outside industries, Todd shares how curiosity and intentionality can drive real results. Rather than waiting for tech solutions to be handed down by vendors, Todd leads by example—testing tools, learning alongside his team, and embedding innovation into his firm’s culture. He also challenges the conventional definition of client service, making a compelling case for crafting high-touch, memorable experiences that reflect care and excellence. And he connects it all to a deeper purpose: building a legacy firm that’s not just operationally sound, but deeply human and built to last. For leaders looking to stay ahead, it’s a conversation about mindset, action, and elevating every part of the advisory business.

    36 min
  7. You're Not in Control and That's Okay

    1 MAY

    You're Not in Control and That's Okay

    We like to believe our success comes from skill and hard work—and when things don’t go our way, it’s easy to blame external forces. But the truth is, luck and timing often play a bigger role in outcomes than we care to admit. That tension between effort and randomness is something every advisor, especially in leadership, needs to wrestle with. When we let outcomes define us, we lose sight of what really matters: the integrity of our process. Hindsight bias can trick us into thinking a result was obvious in retrospect—just like Blockbuster passing on Netflix looks foolish now. But success and failure both deserve the same question: was the decision-making process sound? One way to protect against bias is to document decisions in real time—journaling what we knew, why we chose a path, and how we thought it might play out. That record becomes invaluable when evaluating outcomes later on. The most resilient advisors aren’t the ones who only chase good results—they’re the ones who consistently refine their process, learn from feedback, and recognize when luck played a hand. By embracing that mindset, we build adaptability into how we lead, grow, and serve our clients—no matter what tomorrow brings. Timestamps: [06:54] – Revisiting Blockbuster's Decisions and Legacy It’s easy to call Blockbuster’s refusal to buy Netflix a mistake—but that’s hindsight talking. At the time, the decision made sense given the market context and uncertainties. As leaders, we’re often judged by outcomes, but real progress comes from evaluating the quality of our decisions based on the information we had—not just how things turned out. This is a reminder to prioritize process over results and resist the trap of outcome bias. [27:11] – Journaling: A Tool Against Overconfidence Bias Journaling decisions in real time may seem simple, but it’s one of the most powerful tools we have to sharpen judgment. By capturing what we believed and why we acted before results come in, we create a clear view of our process—separate from the noise of hindsight or ego. It’s a practice that helps leaders distinguish between replicable success and one-off luck.

    32 min
  8. Build Legacy, Not Just Wealth

    24 ABR

    Build Legacy, Not Just Wealth

    Curiosity isn’t just a trait—it’s a strategic advantage in today’s advisory world. In my latest conversation on The FutureProof Advisor, I sat down with Jerry Sneed of Procyon Partners to unpack how advisors can build deeper client relationships, stay ahead of change, and foster generational impact by rethinking how we learn, lead, and communicate. Jerry’s unique journey from aspiring marine biologist to seasoned wealth advisor has given him a fresh lens on what really matters in this business: staying curious, being intentional, and helping clients uncover the “why” behind their wealth. One of the most powerful parts of our conversation was the idea of intentional learning. Jerry blocks off time each year to step away from the daily grind and focus on growth—reading books, listening to thought-provoking podcasts, and carving out space for reflection. It’s something many of us overlook, but this kind of pause creates the clarity we need to evolve our thinking and deliver meaningful value. We also explored how values-based conversations—those that go beyond numbers—can help clients and their families articulate purpose and legacy. When we lead with questions like “What really matters to you?” instead of “How much do you want to save?”, we unlock more authentic, lasting relationships. We also talked about how market downturns aren’t just moments to manage—they’re moments to teach. Jerry views volatility as a rare opportunity to reinforce long-term thinking, guide clients through emotional responses, and educate the next generation on risk and resilience. It’s a reminder that our greatest impact as advisors often comes when the markets are at their most uncertain. This episode is filled with insights on mindset, intentionality, and leading with purpose—exactly what we need to thrive in an evolving industry.

    35 min
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The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

Información

  • Creador
    Matt Reiner
  • Años de actividad
    2018 - 2025
  • Episodios
    200
  • Clasificación
    Apto
  • Copyright
    © All rights reserved
  • Mostrar sitio web
    FutureProof Advisor Podcast

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