Podcast
Ep 202: 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… Read More
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Latest News
Podcast
Ep 201: Curiosity Is Your Super Power
Curiosity isn’t just a nice-to-have trait—it’s a necessary fuel for leadership, growth, and long-term success. When approached with depth and intentionality, curiosity becomes the key to… Read More
Podcast
Ep 200: Don’t Let Tech Leave You Behind
Building a successful wealth management firm isn’t just about numbers—it’s about vision, resilience, and embracing change. Douglas Boneparth’s journey from childhood dreams of becoming an architect… Read More
Podcast
Ep 199: Your Brain is Playing Tricks on You
Our minds often deceive us, shaping our perceptions in ways we don’t realize. Cognitive biases influence decision-making, memory, and our ability to adapt. By understanding these… Read More
Podcast
Ep 198: The Power of Reflection and Strategy
The future of financial advisory isn’t just about keeping up—it’s about staying ahead. Erin Voisin of EP Wealth Advisors shares how forward-thinking firms can create a… Read More
Podcast
Ep 197: Asking Questions that Matter
Great conversations don’t start with answers—they start with the right questions. In this episode of The FutureProof Advisor, I explore how curiosity, not just knowledge, is… Read More
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