Artificial Intelligence Episodes

In This Episode, You’ll Learn: Why AI note-takers are just the beginning How AI assistants capture details advisors miss during meetings The difference between generic AI tools and purpose-built advisor platforms Why better listening leads to stronger trust and referrals How advisors should reinvest the time AI gives back Why AI can actually help advisors become more human, not less

What if financial advisors didn’t just use AI tools—but had AI workers supporting their business? In this episode of Money Matters, host Chris Hensley is joined by Jonathan Michael, Director of Growth at TIFIN AXIS, to unpack what AI agents really are, how they differ from chatbots, and why they’re quickly becoming a practical way for advisory firms to scale. Jonathan brings a founder’s perspective from both EdTech and WealthTech and focuses on one core idea: AI should take on the operational, repetitive work that slows firms down—so advisors can spend more time where they add the most value. In this conversation, we discuss: What defines an AI agent (and what doesn’t) Why AI workers are best thought of as digital co-workers Where agents outperform traditional software and manual workflows Why structured prompting is a best practice for reliability and oversight How verification loops reduce AI errors and improve confidence The role of data infrastructure in…

Money Matters Episode 337 – They Didn’t Start with AI | Valarie Vest & Sean Van Moorleghem on Culture, Capacity & Digital Associates They Didn’t Start with AI. They Started with People. That might sound simple—but in today’s rush to automate, scale, and “transform,” it’s anything but. Cambridge Investment Research, Inc. took a different path. No pink slips. No blown-up workflows. No hollow promises about innovation. Just a clear goal: reduce the time it takes to open an account from 20 minutes to seconds—without losing the quality, trust, or people that made the process work in the first place. In this episode of Money Matters, I sit down with: 🟡 Valarie Vest, Chief Experience Officer 🟡 Sean Van Moorleghem, Chief Technology Officer What I love about this story is that it's not theoretical. It’s not “AI someday.” It’s a real-world example of change done right—quietly, intentionally, and with the people in mind from day one. 📌 They trained their digital “…

Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth 🚨 Can AI actually make financial advisors feel more human—not less? That’s the bold idea Robert J. Sofia, CEO of Snappy Kraken, shares in this week’s episode of Money Matters. We break down what “human connection at scale” really looks like in today’s digital-first world—and why it might be the future of financial advising. Here’s what we cover: ✅ Real AI implementation vs. ChatGPT tinkering ✅ Using data to personalize at scale (without losing your voice) ✅ How one firm doubled AUM from $20B → $40B with smarter marketing ✅ Why compliance + data strategy must come first ✅ How segmentation and timing can turn cold leads into real clients 💡 Key takeaway: AI isn’t here to replace financial advisors—it’s here to help you deliver trust, relevance, and authenticity consistently. If you’ve ever wondered how to scale trust without losing your edge, this episode is your bluep…

🔍 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 mediating the first impression—before clients ever visit your website or pick up the phone. We discuss: The “Visibility Crisis” facing independent advisors How AI tools prioritize structured data and schema Why testimonials and reviews are your new secret weapon The power of AI-Optimized FAQs for advisor discovery Practical ways to stay human-first in an AI-led search world Whether you're a financial advisor trying to stay ahead of digital trends or just curious about how AI is changing professional services, this episode is a must-listen. 🎯 Want early access to my upcoming book Digital Kaizen for Financial Advisors? 👉 Grab your spot on the list here: https://digita…

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

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 becomes your invisible partner—not your replacement. We covered: How voice-aware AI reduces "cognitive clutter" Why compliance is the real barrier (and how GReminders solves for it) And what it really means to scale presence, not spam This isn’t about hype. It’s about freedom. Freedom to show up for your clients. Freedom to stop carrying your business in your head. If you're ready to reclaim time, reduce friction, and re-center the human side of your practice… 🎧 Episode 331 is live now. 📩 Link to join the Digital Kaizen email series is in the comments. Because technology should help you become more human, not less. #FinancialAdvisor #Fintech #VoiceAI #AdvisorTe…

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

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 hard. Justin shared the story of “Priya,” a data analyst using her skills to track and stop sex traffickers. By analyzing patterns and applying her expertise, Priya was able to pinpoint a trafficker and save a girl who was running out of time—a life-or-death mission made possible by data. 👉 This is the human side of data we don't talk about enough. Data is not just dashboards and KPIs. It’s a tool for justice, protection, and change—if we use it ethically. This moment reminded me why data literacy and data ethics need to be at the center of every conversation we have about tech, AI, and decision-making. 🎧 Check out this powerful clip from the episode. It will change how you …

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

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