Advice Architects

Get ready for an enlightening conversation as we welcome Rory Henry, director at Arrowroot Family Office and co-host of the Wealth Management forward podcast. This episode takes a deep dive into Rory's journey from constructing tax technology to creating a program aimed at equipping CPAs and financial advisors with the tools to dispense holistic advice. He shares his insights on the importance of face-to-face interactions for comprehending client's intrinsic value and his excitement when he discovered the potential of estate planning technology.  

In this episode of Advice Architects, we dive deep with Jason Pereira, as he paints a picture of the future of financial planning without mentioning artificial intelligence (AI). What does financial planning really mean? To Jason, it's much more than dollars and cents—it's about the intersection of life aspirations, comprehensive understanding, and the art of human connection. While technology has its merits, the true value of a financial planner goes beyond algorithms. From being life coaches to navigating the emotional terrains often overlooked by software, join us as Jason shares his vision of an industry where the balance between tech and touch defines success. If you've ever wondered about the human side of financial strategy, this episode is for you.

In this episode of Advice Architects, host Day Wachell leads an engaging discussion with Scott Reddel, Managing Director at Accenture and a leader in the wealthtech ecosystem. With over two decades of experience, Scott delves deep into the transformative shifts in wealth management, emphasizing the evolving client needs and the role of technology in shaping the future of financial advice. As clients increasingly seek access, education, and trust, the challenge for advisors is to consistently meet these demands while balancing intelligence (IQ) and emotional intelligence (EQ). The conversation also touches upon the expanding definition of "advice", emphasizing its holistic nature that goes beyond mere financial planning. With the industry at a crucial inflection point, this conversation underscores the need for adaptability and innovation in the face of changing client expectations and technological advancements.

In this episode of the Advice Architects podcast, we are joined by Cara Dailey, formerly Chief Data Officer at LPL Financial and Bank of the West. Cara has extensive experience leading data-driven initiatives in the financial services industry. In this e[isode, she shares her insights about balancing risk mitigation, compliance, and privacy while maintaining a firm’s objectives for business growth and operational efficiency.

Client engagement is crucial in the financial advisory process – it’s precisely what differentiates the financial advisory relationship from automated, robo-advisor services that are increasingly available in the marketplace. When clients actively participate in and own their financial planning process and data, advisors get more insight and can deliver a more meaningful and engaging experience. Only by doing so can advisors establish a unique value proposition and maintain a client-centric approach that surpasses the capabilities of fully automated platforms. Listen to the full conversation between Asset-Map’s Adam Holt and Responsive AI’s Day Wachell.

In this episode, we talk with Deloitte’s Kendra Thompson, a veteran of the wealthtech space, who discusses data-driven insights that can help advisory businesses with performance management, client acquisition, sales, and retention, and even the advice provided to clients. These insights provide not only a powerful evidence-based tool for understanding what is working and what isn’t, but can also be used to anchor spending, coaching, and incentivizing the actions that actually change outcomes in the field.

In this episode, we talk with Deloitte’s Kendra Thompson, a veteran of the wealthtech space, who discusses data-driven insights that can help advisory businesses with performance management, client acquisition, sales, and retention, and even the advice provided to clients. These insights provide not only a powerful evidence-based tool for understanding what is working and what isn’t, but can also be used to anchor spending, coaching, and incentivizing the actions that actually change outcomes in the field.  

There are few people that can match fintech futurist Chris Gledhill’s broad knowledge and deep understanding of the financial services space. And wealth, in his view, is the starting point of any conversation about the future of banking because, after all, that is the purpose of banking – to help us accumulate and manage wealth. Like any conversation with Chris, this one ranges from conceptual to practical – and everything in between. Join us as we discuss the diversification of wealth and the redefinition of capital, as well as how to bridge the growing advice gap.  

Personalization is one of the most important trends in wealth advisory today. Clients increasingly expect their services to be personalized, customized and tailored to their unique needs because so many of the other technology driven services they consume are already doing this. Segmenting clients by age, gender or virtually any other demographic category and then assuming every individual in those groups wants to receive the same type of communication, at the same frequency, on the same channel, no longer cuts it. In this episode, we talk with influential marketer, April Rudin, about the personalization of wealth advisory services and how advice providers can and should be communicating with their clients.  

The competitive landscape for wealth management and advice providers has seen tremendous changes in recent years. With the rise of robo-advisors and new competitor models, traditional advisors face a number of challenges when it comes to attracting and retaining clients. To stay ahead, advisors must redefine their strategies – both in terms of products offered, service delivery methods, advisor capabilities and market positioning. In this episode, host Day Wachell takes a deeper dive with wealthtech analyst Will Trout of Javelin Strategy and Research into how advisors can broaden their advice offering to help them stand out among the competition while providing more value to clients. We discuss what roles new technology solutions can play in making those plans a reality – from high levels of personalization through automated data gathering processes, as well as the specific capabilities wealth managers need to embrace at each stage of client engagement journey.  

In this episode of the Advice Architects, Day talks with Josh Book, CEO of Parameter Insights,, about what trends are driving customer loyalty and how wealth management firms can modernize their customer experience by leveraging data and technology. Josh shared that in order for firms to be successful they need a deep understanding of what's driving consumer behavior and develop processes based on this data to give consumers the personalized wealth experience they desire. They need to switch their focus from products to processes and treat their clients the way they want to be treated.

Dr. Leda Glyptis is a seasoned expert when it comes to managing tech transformation in large financial businesses. In this episode, we explore the many obstacles financial institutions face when going through a digital transformation and how to overcome this resistance and challenges surrounding the process. Innovation in financial services today, says Dr. Glyptis, is not merely about understanding the latest technology that’s available, but more about how that technology is changing the business model of banking and advice delivery as a whole.

Every financial advisory firm today faces the same challenge: building a tech stack that meets the needs of advisors and delivers a client experience integral to their brand. Almost invariably, this becomes a project of assembling a variety of software and tools that need to play well together and form a whole that is greater than the sum of its parts.  This episode of Advice Architects features Craig Iskowitz, CEO of Ezra Group and one of the most respected voices in wealthtech, sharing his thoughts and insights on all-in-one technology platforms, customer relationship management (CRM) systems, portfolio management and financial planning tools, data warehousing, and APIs – and how to weave them together to deliver the best advisory experience for your firm.

Application Programming Interfaces (APIs) have become the lingua franca of the fintech and wealthtech space where diverse systems need to communicate and pass data efficiently and securely back and forth. In this episode, Day goes deep with INSART CTO, Anton Dovgobrod, as they discuss best practices of creating APIs and how to sidestep the many pitfalls associated with their implmentation. Host: Day Wachell, CEO, https://responsive.ai. 

Anyone who's been in FinTech for a second knows Lex Sokolin. In a past life, he worked in advicetech. Now he's out front shaping the future of DeFi, as the head economist at ConsenSys. But he is also the founder and lead analyst for one of the top FinTech newsletters, FinTech Blueprint. In this episode, Lex discusses how the blockchain is transforming financial markets and products and how these changes will impact financial advisors and advice. Host: Day Wachell, CEO, https://responsive.ai.