A New Wealth Management Dimension

Podcasts

Embedding Estate Planning Into Wealth Advisory Practices Utilizing A Comprehensive Suite Of Estate Advisory Tech Tools 

Special Guest - ​​​​​​​​​​​​Steve Lockshin - ​CEO & Co-Founder of Vanilla

Embedding A 360 Degree Cyber Security Platform Into Wealth Advisory Practices As Well As Individual Wealth Advisory Clients

Special Guest - ​​​​​​​​​​​​​Joe Morin - ​CEO & Co-Founder of CyFlare

A Command Center Infrastructure For All Of Your Clients Important Documents Organized And Managed Within A Secure Vault

Special Guest - ​​​​​​​​​​​​​​Peter Russo - ​​Founding Member of FamVault

Utilizing An AI Native Command Center Infrastructure For High Net Worth Focused RIAs As Well As Multi Family Offices And Single Family Offices

Special Guest - ​​​​​​​​​​​​​​​David Sawyer - ​​CEO & Founder of Unlimited.AI

Enhancing Flex And Balance In Liquidity Profile And Risk In All Market Conditions By Utilizing Customized Tail Liquidity In Overlay Strategies

Special Guest - ​​​​​​​​​​​Devin Anderson - CEO & Co-Founder of Convexitas

Embedding An AI Powered 360 Degree Operating System For Alternative Investments Into Your Practice

Special Guest - ​​​​​​​​​​Andrea Carnelli - CEO & Co-Founder of Tamarmix Technologies 

Reengineering Your Technology Wealth Stack To Scale Up Your Practice

Special Guest - ​​​​​​​​​Verity Larson - ​CEO and Co-Founder of Versoft Consulting 

Embedding Your AI Central Communication Hub Into Your Wealth Advisory Practice

Special Guest - ​​​​​​​Mark Gilbert - CEO and Co-Founder of Zocks

How To Buy, Sell, Merge and Grow Your Wealth Advisory Firm, On Your terms

Special Guest - ​​​​​​James Tennies - ​​​​​President of InCap Group, Inc.

Partnering With CPA Firms To Expand Your Practice

Special Guest - ​​​​​​Robert Merl - BRN National Practice Director - BDO USA, LLP