FutureProof Advisor Podcast

Matt Reiner
  • 4.7 (13)
  • 创业
  • 一周一更

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. Curiosity Driven Leadership: Ritik Malhotra on Building Lasting Business

    5天前

    Curiosity Driven Leadership: Ritik Malhotra on Building Lasting Business

    Technology gets a lot of attention—but it’s not the story. The real story is how innovation, when paired with emotional intelligence and intentional design, can elevate the human advisor-client relationship rather than threaten it. In this episode of The FutureProof Advisor, I talk with Ritik Malhotra, founder and CEO of Savvy Wealth, about what it really means to modernize in a way that supports—not replaces—the core value of advice. Ritik shares how his early exposure to tech and years of building companies led him to the wealth management space, where he’s been focused on rethinking the advisor experience from the ground up. He breaks down the myths around automation and AI, emphasizing that clients still crave human connection—especially when navigating the emotional complexity of wealth. But to deliver on that, advisors need to be intentional with their time, streamline low-value work, and adopt tools that integrate naturally into how they already operate. One of the key takeaways from our conversation is that true innovation doesn’t require abandoning what works—it requires being honest about where time is spent, what drives client value, and how technology can free up more space for meaningful relationships. It’s not about replacing advisors with platforms—it’s about building firms that are more human because they’re built on better systems.

    40 分钟
  2. What Our National Study Uncovered

    9月11日

    What Our National Study Uncovered

    Most advisors assume that affluent clients are confident, clear, and financially fulfilled. But after months of national research, I’ve uncovered something else entirely: a quiet crisis beneath the surface—one defined not by returns, but by disconnection, emotional uncertainty, and a lack of purpose-aligned planning. In this episode of The FutureProof Advisor, I break down what this nine-month study revealed about the evolving expectations of high-net-worth clients. While 89% still believe in the importance of human advisors, they’re looking for more than portfolio reviews and performance metrics. They want help navigating the emotional weight of wealth, making better behavioral decisions, and finding clarity in what their money is for—not just what it earns. Advisors who respond to this shift will differentiate fast. That means combining technological fluency with behavioral coaching, and shifting from performance-focused planning to purpose-driven guidance. This research is more than a report—it’s a challenge to rethink how we show up, connect, and lead.

    22 分钟
  3. AI, Portals, and Personalization: The Future of Client Experience

    9月4日

    AI, Portals, and Personalization: The Future of Client Experience

    Technology is changing fast—but the firms that thrive will be the ones that keep people at the center of everything they build. I had a great conversation with Patrick Parker, Founder of Fynancial, about how human-centered design, data structure, and digital agents are reshaping the future of wealth management. Patrick brings a unique perspective—rooted in both tech entrepreneurship and a deep understanding of the advisory space—to show how advisors can blend empathy with innovation. He shared how growing up around an RIA and working in Big Four consulting helped him see the persistent gap between client expectations and what most fintech tools deliver. We covered everything from the evolution of client portals and the role of community in client engagement, to why data infrastructure is the key to getting AI right. Patrick makes a compelling case that digital agents won’t replace advisors—they’ll remove the operational clutter so advisors can double down on what matters: trust, insight, and connection. For firms ready to experiment, iterate, and rethink how technology supports relationships, this is a glimpse into what the next chapter of advising could look like.

    40 分钟
  4. The Quiet Power of Panning with Kathryn Brown

    8月28日

    The Quiet Power of Panning with Kathryn Brown

    Growth doesn’t happen by accident. It’s forged when vision meets intention—and when leaders prioritize clarity, culture, and client experience from day one. I had a great conversation with Kathryn M. Brown, CFP®, ChFC®, CAP®, Co‑Founder and Principal of Morton Brown Family Wealth, about what it takes to build a future-proof advisory firm. She shared how her small-business upbringing and a pivotal family moment shaped her mission. From investing early in marketing to empowering team “champions” and simplifying client deliverables, she illustrates how firms grow through strategy and soul—not shortcuts. What stood out was Kathryn’s belief that clarity is creativity. Whether it’s one-page financial plans or more conversational client experiences, she shows how simplifying the experience fosters deeper engagement. This discussion is a thoughtful look at what it means to grow purposefully, lead intentionally, and redefine success beyond the numbers.

    30 分钟
  5. Redesigning Wealth Management with AI Agents

    8月21日

    Redesigning Wealth Management with AI Agents

    AI isn’t just a support tool anymore—it’s becoming the strategist. As the next generation of autonomous AI agents begins to emerge, we’re seeing a shift from task-based assistance to full-cycle execution. These agents don’t just draft content or summarize research—they can now run processes from start to finish with minimal human involvement. From preparing client reports to organizing internal communications, these tools have the potential to fundamentally reshape the way wealth management firms operate. For smaller firms, they could even become the competitive equalizer. But this isn’t about plugging AI into outdated workflows. It’s about letting AI pursue outcomes—more efficiently, more creatively, and sometimes in ways humans wouldn’t have thought to design. I explore how firms can start experimenting with agents in low-risk areas, build internal comfort and skill, and evolve toward deeper integration. I also dive into what it looks like to shift your team’s mindset: from managing step-by-step processes to defining clear end goals and trusting AI to find the path. Regulatory frameworks are evolving just as fast. With new initiatives like AI sandboxes and emerging tax incentives for workforce training, firms have a chance to shape—not just follow—the rules. I walk through how to align your governance with existing standards, and why compliance shouldn’t be an afterthought. If we want AI to be a long-term partner, we need to set it up with the same intention and clarity we’d expect from any team member. This is about building a future where results—not routine—define success.

    23 分钟
  6. "How Might We" Unlocking Innovation with Three Simple Words

    8月14日

    "How Might We" Unlocking Innovation with Three Simple Words

    Creativity isn't a gift—it’s a tool. The difference between average firms and innovative ones often comes down to the questions their teams are trained to ask. Too often, we default to limiting language like “Should we…” or “Can we…”—questions that quietly reinforce boundaries and trigger judgment. But when we reframe the conversation with a simple “How might we…,” the tone shifts, the ideas expand, and suddenly the room starts thinking differently. In this episode of The FutureProof Advisor, I share stories from my own experience running innovation labs, as well as real-world examples like Procter & Gamble’s product breakthroughs, to show how subtle language changes can create massive shifts in team dynamics. “How might we…” doesn’t just sound more open—it creates psychological safety, inviting people to share bold or imperfect ideas without fear. That kind of space leads to more creative solutions, stronger collaboration, and ultimately, better outcomes for clients and internal processes alike. But curiosity alone isn’t enough—you also need structure. We talk about how to lead teams through divergent thinking in the early stages, and then transition to focused decision-making that drives implementation. When teams know when to explore and when to execute, innovation becomes not just possible—but repeatable. This episode is about giving your firm permission to think bigger, while giving your people the framework to make it real.

    18 分钟
  7. The Lego Theory of Innovation

    8月7日

    The Lego Theory of Innovation

    Breakthroughs rarely come out of nowhere. What looks like an “overnight success” is usually the result of years of iteration, timing, and assembling familiar pieces in a new way. In this episode of The FutureProof Advisor, I explore the real nature of innovation—especially in financial advising—and why the magic isn’t in inventing something completely new, but in seeing what already exists through a different lens. Whether it's the rise of the iPhone or the quiet pivot from Webvan to Instacart, the most successful ideas often emerge when the market, the technology, and consumer behavior finally align. The good news? Innovation isn’t just for visionaries or tech founders—it’s a skill we can all develop. I talk about how becoming a sharper observer of failure, a student of other industries, and a strategist with timing can make any advisor more innovative. It’s not about building from scratch; it’s about recombining existing tools and ideas in ways that meet today’s moment. And it’s often the firms that pay attention to how consumer expectations are shaped outside our industry that gain a real edge. If we can shift away from the pressure to create the next big thing and instead focus on finding timely, relevant solutions using what’s already in front of us, we’ll open the door to more consistent innovation. The firms that win in the long run aren’t necessarily the most inventive—they’re the most curious, the most observant, and the most willing to rethink how the pieces fit together.

    24 分钟
  8. Measure Less, Understand More

    7月31日

    Measure Less, Understand More

    Most firms track metrics—but very few measure what actually matters. In this episode of The FutureProof Advisor, I explore why outcome-based numbers like AUM and revenue can give the illusion of progress while quietly stalling real growth. Drawing from years of conversations with advisory firms and firsthand experience leading teams, I unpack how misaligned metrics can drain energy, shift focus away from what drives value, and unintentionally discourage the very behaviors that lead to long-term success. Rather than chasing results, high-performing firms build what I call a “metric portfolio”—a diversified set of measurements that help teams stay focused, aligned, and confident in their next move. I walk through four essential types of metrics: predictive, outcome, efficiency, and quality—and explain why the smartest organizations spend more time tracking meaningful activity (like client touchpoints or planning milestones) than staring at results they can’t immediately influence. It’s not about tracking more—it’s about tracking better, with purpose and clarity. If you want to build a culture where people feel empowered—not micromanaged—your metrics should serve as a guide, not a scoreboard. That means only tracking what leads to action, connecting every metric back to your firm’s mission, and identifying a clear North Star to anchor your efforts. Measurement isn’t the enemy of innovation—it’s the fuel for it, if you know how to use it.

    32 分钟
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关于

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.

信息

  • 创作者
    Matt Reiner
  • 活跃年份
    2018年 - 2025年
  • 单集
    200
  • 分级
    儿童适宜
  • 版权
    © All rights reserved
  • 节目网站
    FutureProof Advisor Podcast

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