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Ep 212: Meetings Are Broken – Heres How to Fix Them
Disruption doesn’t always start with big ideas—it often starts by noticing what’s broken. In this episode of The FutureProof Advisor, I sit down with Aaron Klein,... Read More
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Ep 211: Discomfort Is Your Competitive Advantage
Comfort feels safe—but in a fast-changing world, it can quietly become your firm’s biggest threat. In this episode of The FutureProof Advisor, I explore why... Read More
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Ep 210: Why Relationship Driven Advising Wins
Building a firm doesn’t always follow a straight line—and sometimes that’s the advantage. In this episode of The FutureProof Advisor, I sit down with Garrett Cottle,... Read More
Ep 209: 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... Read More
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Ep 208: 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... Read More
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Ep 207: 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... Read More