More Than Assets

BeyondWill
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People are more than assets, but an entire industry. There is a human side to estate planning — relationships, obligations, decisions nobody prepared for — and it never shows up in a Will. This is a show about the people who handle that part. The financial advisors on the front lines, walking families through the mess. And the platforms they quietly count on when the work gets real.

Episodes

  1. 1d ago

    James Cantwell

    James Cantwell shares his journey in the fintech space, highlighting the challenges of tech adoption and implementation. He also discusses the concept of the great wealth transfer and the role of AI in cultivating client relationships. The conversation covers the use of AI in financial advising, the challenges of implementing technology, and the importance of purposeful decision-making. It also delves into the concept of legacy and the significance of personal stories and values. The conversation concludes with a discussion on the power of optimism and the impact of personal mindset on daily life. Takeaways Tech adoption and implementation challenges are often rooted in the decision-making process and lack of purposeful design.The great wealth transfer is not occurring at the pace initially anticipated, and AI plays a crucial role in capturing and leveraging client information to deepen relationships and drive AUM growth. AI as a partner, not a replacementPurposeful decision-making is crucialLegacy and personal stories are valuableOptimism shapes daily life Chapters 00:00 Journey in the Fintech Space03:02 Tech Adoption and Implementation Challenges11:36 The Great Wealth Transfer and AI22:33 AI in Financial Advising24:42 Challenges of Implementing Technology32:01 Legacy and Personal Stories40:33 The Power of Optimism

  • 1 Episode

About

People are more than assets, but an entire industry. There is a human side to estate planning — relationships, obligations, decisions nobody prepared for — and it never shows up in a Will. This is a show about the people who handle that part. The financial advisors on the front lines, walking families through the mess. And the platforms they quietly count on when the work gets real.

Information

  • Creator
    BeyondWill
  • Years Active
    2026
  • Episodes
    1
  • Rating
    Clean
  • Copyright
    © 2026 BeyondWill