AI for Advisors
Real conversations about AI for RIAs and wealth managers.
No hype. Just what works.
Practitioner Hosts
Built companies, led implementations, seen the failures. We're in the trenches, not the sidelines.
Founder Guests
People building the tools, not just pitching them. Real insights from operators in the space.
Weekly Episodes
New conversations every week since August 2025. 15+ episodes and counting.
Latest Episodes
Fresh conversations from the show
EP 14
Onboarding Without the Paperwork Hell: Flextract’s Rajesh Jayaraman on AI Document Processing
1h 14mDec 15, 2025
Watch on YouTube
EP 13
Beyond the Shiny Objects: Max Klein and Mike Wilson on Wealth Tech’s Invisible Layer
1h 4mDec 12, 2025
Watch on YouTube
EP 12
Private Markets Go Digital: Infrastructure, Access, and AI with Ryan Eisenman and Jacob Miller
Ryan Eisenman and Jacob Miller
50 minDec 4, 2025
Watch on YouTubeFeatured Guests & Companies
Founders and operators who've joined the conversation
Coming Soon
Your Hosts
“Finding the practical path through the hype.”
Mark Heynen
Co-Founder & CPO, Knapsack AI
“Most tech problems aren't tool problems.”
James Cantwell
Founder, WealthTechSelect
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