John O’Connell is the founder of The Oasis Group, a leading consultancy helping RIAs, IBDs, and asset managers build the tech stack of the future.

With over 30 years of experience at firms like Merrill Lynch, KPMG, and Oracle, John brings a rare blend of sales, tech, and executive insight to the wealth management space. At Oasis, he now advises firms on tool selection, AI strategy, and how to scale with modern infrastructure.

In this episode, we talk about:

• Why “note-takers” are evolving into full AI-powered assistants
• The difference between RIA and bank trust innovation cycles
• How custodians are becoming full-stack competitors
• What to watch for in AI regulation, risk, and hallucinations
• The winners and losers of the next wave of advisor tech

Please enjoy our conversation with John O’Connell.

Doug Fritz is the co-founder and Executive Chairman of F2 Strategy, North America’s leading wealthtech consulting firm.

After a career as CTO and technology leader at Credit Suisse, Wells Fargo, and First Republic, Doug launched F2 Strategy to help RIAs, family offices, banks, and trust companies navigate technology, data, and M&A decisions with hands-on industry expertise.

In this episode, we talk about:

• Why banks lag behind RIAs in technology adoption
• How AI is really being used—and where it’s overhyped
• The future of advisor desktops and agentic AI
• How M&A is driving tech investment decisions in wealth management

Please enjoy our conversation with Doug Fritz.

Andrew Ladwig is the Director of Business Development at Wealthbox, a CRM purpose-built for financial advisors.

With 15 years in the industry—from wholesaling to roles at Advyzon and Wealthbox—Andrew brings a broad perspective on how firms are using technology to build more efficient, client-centric practices.

In this episode, we talk about why CRMs often fail, how workflows, integrations, and data actionability drive advisor success, and the future of advice.

Please enjoy our conversation with Andrew Ladwig.

Venu Reddy is the President of FBS Securities, co-founder of 42VC, and author of The Ultimate Guide to Cash Balance Plans.

In this episode, Venu shares his journey from Wall Street to launching his own RIA and VC firm—and why he's now focused on helping high earners and business owners build smarter retirement strategies. We dive deep into cash balance plans (CBPs) and how they compare to 401(k)s and IRAs, when they make sense, and how advisors can use them to grow AUM while adding real value to clients. Venu also shares two compelling case studies—one where a CBP worked extremely well, and one where it didn’t—and the lessons learned from each.

Please enjoy our conversation with Venu Redd

Kabir Sethi is the former Chief Product Officer at LPL Financial and a veteran of Merrill Lynch and Bank of America.

In this episode, Kabir shares what he's learned leading product at some of the largest firms in wealth management—and where he sees the future going. We discuss the challenge of getting advisors to adopt new tech, what drives buy vs. build decisions at big firms, and how AI agents and automation will reshape advisor workflows. Kabir also weighs in on the growing divide between nimble RIAs and slow-moving wirehouses, the risks and rewards of building in-house tech stacks, and why he thinks consolidation is coming to WealthTech.

Please enjoy our conversation with Kabir Sethi.

Matt Reiner is the Managing Partner at Capital Investment Advisors and Wela Strategies, and the creator of Future Proof Advisor.

In this episode, Matt shares his journey growing a multi-billion-dollar advisory firm, launching a tech startup, and what he learned from shutting it down.

We talk about the future of financial advice, including how AI and virtual reality will transform advisor workflows, training, and client relationships. Matt also discusses the mindset advisors need to stay relevant and how firms can use innovation to better serve clients and scale sustainably.

Please enjoy our conversation with Matt Reiner.

Brendan Frazier is the Chief Behavior Officer at RFG Advisory and the host of The Human Side of Money podcast.

In this episode, Brendan shares his journey from sales to financial planning, and why he believes emotional intelligence—not technical skill—is the future of the industry. We talk about how technology is reshaping the advisor’s role, why connecting with clients on a human level matters more than ever, and how small changes in communication can build stronger, more lasting relationships.

Please enjoy our conversation with Brendan Frazier.

Cary Carbonaro is a financial advisor, author, and women’s wealth advocate.

In this episode, she shares how she got started in finance, what it was like working in a male-dominated industry, and why she’s focused her career on empowering women. We talk about the upcoming $30 trillion wealth transfer, how women think differently about money, and what advisors can do to better connect with female clients.

Please enjoy our conversation with Cary Carbonaro.

Ariel Lee built her financial advisory practice primarily from LinkedIn, growing one of the largest followings of any advisor on the platform today.

In this episode, she shares her unconventional path from automotive finance to wealth management, the financial pitfalls she witnessed, and how those experiences shape her approach to advising clients. We also discuss marketing on LinkedIn, the power of authenticity and relatability, and finding a niche.

Please enjoy our conversation with Ariel Lee.

Jeremiah Desmarais is the CEO of Advisorist and a member of the Forbes Coaches Council. He’s helped over 10,000 financial advisors and insurance agents grow their practices—and in this episode, he shares exactly how. We talk about the journey from scrappy startups to billion-dollar exits, the evolution of advisor marketing, and why the shift from “advisor” to “coach” is changing the game.

Jeremiah explains why emotional storytelling is more powerful than logic, how LinkedIn has become the most underrated client acquisition platform in wealth management, and what it really takes to build a seven-figure practice working just four days a week. If you’re looking to scale with less stress and more intention, this one’s for you.

Please enjoy our conversation with Jeremiah Desmarais.

Derek Kinney is the founder of the Good Money Framework and Success for Advisors, drawing from his experience as a Forbes top 1% advisor.

In this episode, Derek shares insights from his unconventional journey, including how community engagement helped him scale his advisory practice. We discuss effective marketing strategies, practical ways to identify your ideal client by focusing on relatable pain points, and how to bridge generational gaps by connecting emotionally with clients. We also explore how advisors can position their value beyond traditional portfolio management, the importance of tying financial success to purpose, and key lessons learned from Derek’s own entrepreneurial transitions.

Please enjoy our conversation with Derek Kinney.

https://www.successforadvisors.com/

Noah Damsky is the founder of Marina Wealth Advisors, a boutique wealth management firm specializing in alternative investments and tailored financial planning. With a career that spans roles at renowned institutions like PIMCO, Bessemer Trust, and the Los Angeles County Pension Fund, Noah brings a unique perspective to the world of private markets and wealth advisory.

In this episode, Noah shares his journey from working with institutional investors to launching his own firm, offering valuable insights into the rise of alternative investments and their growing role in client portfolios. We dive into the nuances of private market investing, from evaluating fund managers and understanding liquidity challenges to aligning private and public market exposure for diversification. Noah also discusses practical due diligence strategies, the importance of realized versus unrealized returns, and how financial advisors can navigate the complexities of the alternative investment landscape to better serve their clients.

Please enjoy our conversation with Noah Damsky.

Tim Welsh is the president of Nexus Strategy, a consulting firm dedicated to helping financial advisors grow their businesses. With a career spanning roles at Merrill Lynch and Schwab, Tim has been at the forefront of practice management and the evolution of the wealth management industry.

In this episode, Tim shares his journey from Wall Street to launching Nexus Strategy, offering insights into how financial advisors can scale their practices by simplifying complexity, focusing on niche markets, and leveraging technology. We explore the evolution of the wealth tech ecosystem, the challenges of "tech piles" versus unified solutions, and the transformative potential of AI in improving productivity and client engagement. Tim also provides actionable advice for new and independent advisors looking to grow beyond the early stages of their careers.

Please enjoy our conversation with Tim Welsh.

Dave Thornton is the CEO and co-founder of Vested, a platform designed to help startup employees unlock the value of their stock options.

In this episode, Dave dives into the complexities of stock options, the challenges of providing liquidity for startup employees, and how Vested is bridging the gap by offering innovative funding solutions. We also discuss the evolving private markets, the role of secondary markets, and the increasing need for liquidity as companies stay private longer.

Please enjoy our conversation with Dave Thornton.

---- Links

The Investipal Podcast is produced by ⁠⁠⁠www.investipal.co⁠⁠⁠. Past guests include ⁠Meb Faber⁠, ⁠Brent Beshore⁠, ⁠Peter Lazaroff⁠, ⁠Douglas Boneparth⁠, ⁠Jamie Hopkins⁠, ⁠Tyrone Ross⁠ and many more.

Follow us on LinkedIn: ⁠www.linkedin.com/company/investipal⁠⁠⁠ | ⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠; Twitter: ⁠www.twitter.com/camhowe16⁠ | ⁠www.twitter.com/investipal⁠; Tiktok: ⁠www.tiktok.com/@camhowe16⁠ | ⁠www.tiktok.com/@investipal⁠; or Instagram: ⁠www.instagram.com/investipal/⁠

Find Dave Thornton at:

⁠https://vested

https://vested.co/investor

https://www.linkedin.com/in/davejthornton/

----

Key Takeaways

• The Liquidity Challenge for Startup Employees: As startups stay private longer, employees face significant challenges in accessing liquidity for their stock options, leading to missed opportunities to realize the value of their equity.

• The Growing Importance of Secondary Markets: With extended IPO timelines, the need for robust secondary markets has increased, providing employees and investors with alternative ways to access liquidity without waiting for a public offering.

• Equity as a Recruitment and Retention Tool: Founders who proactively build liquidity options for employees stand to gain a competitive edge in recruitment and retention by offering a more tangible reward for employees' contributions.

• The Complexity of Pricing Private Company Stock: Accurately valuing stock options in a private company is a difficult task due to the lack of real-time pricing, and employees must navigate issues like 409A valuations and the fluctuating value of their equity.

Corey Hoffstein is a quantitative researcher, portfolio manager, and financial innovator.

In this episode, Corey shares his insights on return stacking, the overlooked impact of rebalancing timing, and how to find alpha in increasingly efficient markets. We also explore his views on trend following, the 13-month momentum anomaly, and how his innovative ETF strategies are reshaping portfolio construction.

Please enjoy our conversation with Corey Hoffstein.

---- Links

The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.

Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/

Find Corey Hoffstein at:

https://www.newfoundresearch.com/

https://www.returnstacking.com/

https://flirtingwithmodels.com/

https://twitter.com/choffstein

https://www.linkedin.com/in/coreyhoffstein/

https://www.amazon.com/Corey-Hoffstein/e/B0BLYBQ4XR

https://www.youtube.com/c/FlirtingwithModels

https://www.institutionalinvestor.com/article/b1vd3tqkgcx2dv/Return-Stacking-Just-Might-Solve-the-Portfolio-Conundrum

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3981826

https://blog.thinknewfound.com/

----

Key Takeaways 1. Return stacking is an innovative approach to portfolio construction that allows investors to maintain core exposures while adding diversifying strategies without sacrificing traditional allocations. 2. Rebalancing timing can have a significant and often overlooked impact on portfolio performance, highlighting the importance of considering 'when' in addition to 'what' and 'how' in investment strategies. 4. The 13-month momentum anomaly suggests that the optimal combination of lookback period and holding period for momentum strategies may be around 13 months, challenging traditional views on momentum investing. 4. Quantitative strategies need to balance theoretical efficiency with practical implementation considerations when moving from research to product development, especially in the context of ETFs and retail investor accessibility.

Jared Dillian is a writer, trader, musician, entrepreneur and educator.

In this episode, Jared shares his views on the potential $8 trillion private equity bubble, the current market environment, and how the relationship between time and money impacts financial success. We also discuss his views on commodities, investing strategies, personal finance tips and his books including his upcoming collection of short stories

Enjoy our conversation with Jared Dillian.

----

Links

The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.

Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/

Find Jared Dillian at:

https://www.jareddillian.com/

https://www.jareddillianmoney.com/

https://www.youtube.com/c/TheJaredDillianShow

https://www.linkedin.com/in/jared-dillian-411aaa1b

https://wggtb.substack.com/

https://x.com/dailydirtnap

https://dailydirtnap.com/

https://www.amazon.com/No-Worries-live-stress-free-financial/dp/1804090409/

https://www.amazon.com/Night-Moves-stories-Jared-Dillian-ebook/dp/B0DDLB49X1

----

Key Takeaways

1. The private equity market is overcrowded and highly leveraged, with a lack of exits, making it unsustainable in the long term.
2. Interest rate cuts may have a minimal positive effect on the private equity market, as rates are unlikely to return to zero.
3. There is potential for a new super cycle in commodities, with broad-based participation across the market.
4. Understanding the relationship between time and money is crucial for building wealth, and prioritizing time over money can lead to a stress-free financial life.
5. Managing finances separately can help avoid conflicts and arguments about money in relationships.
6. For retail investors, active management and diversification can help mitigate volatility and risk.
7. The 'awesome portfolio' consisting of 20% stocks, 20% bonds, 20% cash, 20% gold, and 20% real estate can provide a balanced and low-volatility investment strategy.
8. Asset allocation should remain constant throughout an investor's career, rather than being based on age or risk tolerance.

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Timestamps

00:00 The Unsustainability of the Private Equity Bubble 02:17 Comparing the Private Equity Craze to the SPAC Craze 09:41 The Potential for a New Super Cycle in Commodities 12:06 Understanding the Relationship Between Time and Money 17:45 Managing Finances: Keeping Money Separate to Avoid Conflicts 20:05 Investment Strategies for Retail Investors: Active Management and Diversification 21:57 The 'Awesome Portfolio': A Balanced and Low-Volatility Investment Strategy 23:38 Consistency in Asset Allocation Throughout an Investor's Career

Brent Beshore is the CEO and founder of Permanent Equity, a private equity fund uniquely focused on the long-term.

In this episode, we dive into Brent’s journey into private equity, the value of operational experience as an investor, the diligence process, leadership, and the importance of long-term relationships and compounding.

Enjoy our conversation with Brent Beshore.

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Links:

The Investipal Podcast is produced by ⁠⁠⁠www.investipal.co⁠⁠⁠. Past guests include ⁠Peter Lazaroff⁠, ⁠Douglas Boneparth⁠, ⁠Jamie Hopkins⁠, ⁠Tyrone Ross⁠ and many more.

Follow us on LinkedIn: ⁠www.linkedin.com/company/investipal⁠⁠⁠ | ⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠; Twitter: ⁠www.twitter.com/camhowe16⁠ | ⁠www.twitter.com/investipal⁠; Tiktok: ⁠www.tiktok.com/@camhowe16⁠ | ⁠www.tiktok.com/@investipal⁠; or Instagram: ⁠www.instagram.com/investipal/

Find Brent Beshore at:

https://www.linkedin.com/in/brentbeshore/

https://twitter.com/BrentBeshore

https://www.permanentequity.com/

https://www.permanentequity.com/content/how-to-acquire-your-first-smaller-company

https://www.capitalcamp.com/

https://www.mainstreetsummit.com/

Other links mentioned:

https://www.giantworldwide.com/

https://www.amazon.com/100X-Leader-How-People-Follow/dp/1119519442

----

Key Takeaways

• Operational Experience: Having hands-on operational experience can be incredibly valuable when running a private equity fund. It helps you understand the challenges your portfolio companies face and make informed decisions that support their long-term success.
• Long-Term Relationships and Healthy Cultures: Building strong, long-term relationships and fostering a healthy organizational culture are essential for any business's success. These elements are key to sustainable growth and stability.
• Buying a Small Business: When you're considering purchasing a small business, it's important to evaluate your constraints, leverage your expertise, and mitigate risks. Being practical about your skills and resources can help you identify the right opportunities.
• Understanding Personality Types and Communication Styles: Understanding different personality types and communication styles is crucial for effective leadership. This insight can enhance team dynamics and improve decision-making processes.
• Assuming Risks in Small Business Investing: Investing in small businesses involves taking calculated risks and ensuring you're properly compensated for them. It's all about evaluating these risks and making strategic investment decisions that align with your goals.

---- Timestamps

00:00 Introduction and Background 03:07 The Value of Operational Experience in Private Equity 09:09 Building Long-Term Relationships and Healthy Cultures 17:37 Advice for Buying Small Businesses 27:31 Understanding Personality Types for Effective Leadership 31:13 Assuming Risks and Being Properly Compensated in Small Business Investing

Diana Cabrices is the founder of Diana Cabrices Consulting and the wealth industry's first Chief Evangelist, helping firms establish a strong brand presence to attract and retain clients. In this episode, we dive into Diana's journey into brand evangelism, the importance of building relatability as a financial advisory, how to both scale trust and drive better client engagement in a digital world, and how to do all of it compliantly. Please enjoy our conversation with Diana Cabrices. ----

Links:

The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.

Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/

Find Diana Cabrices at:

https://www.linkedin.com/in/dianacabrices/

https://www.youtube.com/@dianacabrices

https://x.com/dianacabrices

https://dianacabrices.com/

Diana’s Compliant Online Reviews Template: https://wealthtender.com/grow/online-reviews-playbook/

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Key Takeaways:

• The Role of Brand Evangelism: Diana emphasizes the importance of passionate advocacy and creative marketing in amplifying a company's message within the wealth industry.
• Differentiation: Financial services is a competitive, saturated market. Standing out requires being dynamic.
• Building Relatability: Diana highlights the need for financial advisors to be accessible, authentic, and emotionally connected with their clients to foster stronger relationships.
• Enhancing Client Engagement Digitally: Diana shares strategies for maintaining strong client engagement in a digital environment through personal touches and virtual events.
• Effective Use of Client Testimonials: Diana discusses the importance of client testimonials in building trust and attracting new clients, along with tips for compliant collection and usage.
• Getting Referrals: To get referrals, get creative. For example, leverage a special moment like a birthday to ask for support.

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Timestamps:

00:00 Introduction and the Role of Brand Evangelists 02:07 Differentiation and the Importance of Dynamic People 04:00 Relatability and Authenticity in the Wealth Industry 07:39 Client Engagement in a Digital Strategy 13:48 The Power of Client Testimonials for Referrals

Justin Castelli is multifaceted. He is the founder of RLS Wealth, the AGC, and PRST, as well as the host of the LifeDesign+ podcast. He is a speaker, a poet, and a strong advocate for living an authentic life and helping others to do the same.

In this episode, we explore Justin's journey to authenticity, his approach to client relationships, and how he encourages clients to pursue their interests and passions. We also discuss the evolving role of financial planners, why being less focused on the numbers when setting goals can actually be beneficial in the long run, and how Justin's supporting other financial advisors through initiatives like the Advisor Growth Community.

Please enjoy our conversation with Justin Castelli.

----

Links:

The Investipal Podcast is produced by ⁠⁠⁠⁠⁠www.investipal.co⁠⁠⁠⁠⁠. Past guests include ⁠⁠⁠Peter Lazaroff⁠⁠⁠, ⁠⁠⁠Douglas Boneparth⁠⁠⁠, ⁠⁠⁠Jamie Hopkins⁠⁠⁠, ⁠⁠⁠Tyrone Ross⁠⁠⁠ and many more.

Follow us on LinkedIn: ⁠⁠⁠www.linkedin.com/company/investipal⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠⁠⁠; Twitter: ⁠⁠⁠www.twitter.com/camhowe16⁠⁠⁠ | ⁠⁠⁠www.twitter.com/investipal⁠⁠⁠; Tiktok: ⁠⁠⁠www.tiktok.com/@camhowe16⁠⁠⁠ | ⁠⁠⁠www.tiktok.com/@investipal⁠⁠⁠; or Instagram: ⁠⁠⁠www.instagram.com/investipal/⁠

Find Justin Castelli at:

https://www.linkedin.com/in/justincastelli/

https://www.justincastelli.io/

https://www.rlswealth.com/

https://advisorgc.com/

https://prst.co/

https://open.spotify.com/show/4BhLKTrF1Jz7eyEacHwQ76?si=a4e747d6cf3d4986 ----

Key Takeaways

• Justin explained how being true to himself and following his passions has significantly increased his happiness and fulfillment. This approach, he noted, also positively impacts his relationships with clients.
• He highlighted the importance of being open with his clients about his ventures and priorities. This transparency has built trust and strengthened relationships, making clients feel valued and prioritized.
• Justin encourages his clients to explore their interests and passions, even if it starts small. He believes that pursuing one's passions leads to a more fulfilling life.
• The discussion emphasized that financial planners need to go beyond just giving technical advice. They should become guides who help clients live their authentic lives by understanding their true goals and aspirations.
• Justin advocates for starting with clients' authentic life goals and then working backward to figure out the numbers to support those goals. This approach prevents financial constraints from limiting their dreams.
• Through initiatives like the AGC (Advisor Growth Community), Justin helps other advisors focus on personal and professional growth. He encourages them to embrace authenticity in their practices and interactions with clients.

---- Timestamps 00:00- Introduction by Cameron Howe and guest introduction of Justin Castelli.

00:22 - Justin Castelli talks about the origins of RLS Wealth and its name.

01:08 - Justin Castelli explains what it means to be his authentic self and the impact it has had on his life.

05:17 - Cameron Howe shares a personal story about authenticity in the workplace.

07:27 - Justin Castelli describes his various ventures and the importance of following his passions.

13:21 - Justin Castelli discusses how he encourages clients to pursue their interests and passions.

25:09 - Cameron Howe and Justin Castelli talk about the future role of financial advisors and life planners in an AI-driven world.

Travis Freeman is a partner at a $30 billion RIA and author of Make Your Money Work and The Fortune of Youth, his newest release that explains how time is the greatest asset for building wealth.

In this episode, we talk about Travis's journey from a life-changing accident to becoming a top financial advisor. We also discuss his experience building a startup, how he approaches marketing, the future of wealth management, AI, Madonna, and much more.

Please enjoy our conversation with Travis Freeman.

----

Links:

The Investipal Podcast is produced by ⁠⁠⁠⁠www.investipal.co⁠⁠⁠⁠. Past guests include ⁠⁠Peter Lazaroff⁠⁠, ⁠⁠Douglas Boneparth⁠⁠, ⁠⁠Jamie Hopkins⁠⁠, ⁠⁠Tyrone Ross⁠⁠ and many more.

Follow us on LinkedIn: ⁠⁠www.linkedin.com/company/investipal⁠⁠⁠⁠ | ⁠⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠⁠; Twitter: ⁠⁠www.twitter.com/camhowe16⁠⁠ | ⁠⁠www.twitter.com/investipal⁠⁠; Tiktok: ⁠⁠www.tiktok.com/@camhowe16⁠⁠ | ⁠⁠www.tiktok.com/@investipal⁠⁠; or Instagram: ⁠⁠www.instagram.com/investipal/⁠

Find Travis Freeman at:

https://www.linkedin.com/in/traviscfp/

https://monetagroup.com/professional/travis-freeman/

https://www.amazon.com/Fortune-Youth-Create-Happiness-Success-ebook/dp/B0D4JRJ8HP?ref_=ast_author_mpb

https://www.amazon.ca/Make-Your-Money-Work-Performance/dp/074147557X

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Key Takeaways

• Travis shared his journey into the finance industry, beginning with a life-altering car accident at 17 that led him to seek the advice of a financial planner.
• Discussing the launch of his startup, Planwell, Travis highlighted the value of entrepreneurship and the benefits of leveraging technology to enhance financial training and education delivery.
• He underscored the power of early financial planning, touching on the principle of compounding and the importance of leveraging time to build wealth, which forms the core message of his book, The Fortune of Youth.
• Looking towards the future of wealth management, Travis suggested that advancements in AI and technology will likely augment the services of financial professionals, enhancing the value they can provide to clients.

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Timestamps

00:00 The Journey of a Financial Advisor: From Door-to-Door Sales to Wealth Management 06:19 The Power of Time: Leveraging Finite Resources for Financial Success 21:52 Financial Education and the Client-Centered Approach in Wealth Management