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Artificial Intelligence Episodes

Aug. 5, 2025

Money Matters Episode 333- The AI Visibility Crisis W/ Brian Thorp

🔍 Why Your Next Best Client May Never Call You First — And What To Do About It In this episode of Money Matters, I sit down with Brian Thorp, founder and CEO of Wealthtender, to unpack a radical shift in how clients find financial advisors. AI tools like ChatGPT and Google’s AI Overviews are now…

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July 28, 2025

Money Matters Episode 332- The Prospecting Crisis No One Talks About …

Money Matters Episode 332- The Prospecting Crisis No One Talks About W/ Eden Ovadia & Victoria Toli

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July 25, 2025

Money Matters Episode 331- The Invisible Partner: How AI Gives Adviso…

500 hours. That’s how much time some advisors are getting back—every single year. Not from working harder. From removing the invisible work that's slowly draining them. In this week’s Money Matters Podcast, I sat down with Arnulf Hsu, founder of GReminders, to talk about what happens when AI…

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July 24, 2025

Money Matters Episode 330- AI, Fraud & the Future W/ Whitney Joy Smi…

Money Matters Episode 330- AI, Fraud & the Future W/ Whitney Joy Smith

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May 14, 2025

Money Matters Episode 328- The Little Book of Data w/ Justin Evans

Money Matters Episode 328- The Little Book of Data w/ Justin Evans 🔎 Data isn't just about numbers—it can save lives. In my latest Money Matters podcast, I had the privilege of speaking with Justin Evans, author of the upcoming The Little Book of Data. One story from our conversation hit me …

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Feb. 21, 2024

Money Matters Episode 309: Combating Election Year Disinformation: Go…

Money Matters Episode 309: Combating Election Year Disinformation: Goodspero's Innovative Strategies

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Feb. 11, 2024

Money Matters Episode 308- Future of AI in Business: Strategies for A…

Money Matters Episode 308- Future of AI in Business: Strategies for Automation and Engagement

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