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The Advisor Of Tomorrow


The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needsRead more

Popular episodes

The Genesis Of AllStreet Wealth With Treyton Devore and Thomas Kopelman

Nov 24 • 55:23

Crypto Model Portfolios With Jeremy Schwartz and Matt Kress

Oct 28 • 50:17

Much like with traditional investments there will be financial advisors whom do not want to be responsible for managing their clients’ cryptoasset portfolios. Investment selection, asset allocation, and ongoing portfolio management may not be where advisors want to spend their time and they lean on TAMPs and model portfolios to guide their investment decisions....

The Edge Of The Internet & Financial Advice With Jack Butcher

Oct 14 • 01:28:45

This episode is extremely important for financial advisors....

A Quant's Take On NFTs With Corey Hoffstein

Sep 20 • 59:41

The NFT space continues to gain attention and Corey Hoffstein, the CIO of Newfound Research, has been researching and exposing himself to the asset class. Corey is able to provide a unique balance of quantitative perspective with the real-life experience of NFTs, DeFi, and crypto. ...

Leveraging Voice Technology With Emily Binder

Sep 8 • 47:47

No Money, Mo Problems With Odaro Aisueni

Sep 2 • 55:41

In the first real episode of the revamped Advisor Of Tomorrow Podcast, I’m joined by Odaro Aisueni, a rising star in the financial planning community. We have a great conversation about his journey to becoming a financial advisor, his time at Texas Tech, and how that shaped him as an advisor, landing at Plancorp and what they do right for young advisors, and where he think...

Guess Who's Back?!?

Aug 31 • 21:09

Marketing Like A Tech Company With Shabana Siyed

Dec 21 • 52:03

Outside The Box Advisor Marketing With Katie Perry

Dec 13 • 53:43

Digital Marketing Unleashed--Spark! Disruptors Conference

Dec 3 • 35:51

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