Ascolta il podcast Behind the Curtain Finance

How AI Is Changing the Future of Financial Advice with Fernando San Martin (Ep. 21)	Behind the Curtain Finance	29:54
Building a Private-bank-like Experience for Independent Advisors with Max Lane (Ep. 20)	Behind the Curtain Finance	29:35
AI Is Reshaping Financial Advisors’ Workflow and Client Relationships with Matt Halloran (Ep. 19)	Behind the Curtain Finance	33:42
AI Is Coming for Financial Advice: What Advisors Need to Know with Alex Chalekian (Ep. 18)	Behind the Curtain Finance	28:28
When Success Becomes a Blind Spot: Losing a Major Client and Rebuilding with Guardrails (Ep. 17)	Behind the Curtain Finance	23:06
The Truth About AI Prospecting Tools with Joe Moss (Ep. 16)	Behind the Curtain Finance	23:52
Why Advisor Onboarding Is Broken and How Tech Is Changing the Game with John Finney, CFP® (Ep. 15)	Behind the Curtain Finance	36:43
Authenticity, AI, and the Future of Advisory Growth (Ep. 14)	Behind the Curtain Finance	27:54
How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13)	Behind the Curtain Finance	34:25
Scaling Smarter: Technology, Clients, and Legacy (Ep. 12)	Behind the Curtain Finance	21:45
Building the Future of Advice with Jason Wenk (Ep. 11)	Behind the Curtain Finance	39:05
The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)	Behind the Curtain Finance	21:05
Why Estate Planning Can’t Wait (Ep. 9)	Behind the Curtain Finance	21:38
Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)	Behind the Curtain Finance	15:03
Building Trust First: The Real Foundation of Financial Planning (Ep. 7)	Behind the Curtain Finance	23:04
Authenticity Over Automation (Ep. 6)	Behind the Curtain Finance	20:02
From Tragedy to Triumph: A Personal Tale of Financial Empowerment (Ep. 5)	Behind the Curtain Finance	23:10
Behind the Curtain: How Authentic Financial Advice Changes Lives (Ep. 4)	Behind the Curtain Finance	18:02
The Emotional Impact of Financial Decisions: A True Story (Ep. 3)	Behind the Curtain Finance	21:55
Background: Personal and Professional (Ep. 1)	Behind the Curtain Finance	22:33
Reflections on Ownership: Healing from the Past (Ep. 2)	Behind the Curtain Finance	25:10
Behind the Curtain Finance	Behind the Curtain Finance	00:37

How AI Is Changing the Future of Financial Advice with Fernando San Martin (Ep. 21)

Behind the Curtain Finance

29:54

Building a Private-bank-like Experience for Independent Advisors with Max Lane (Ep. 20)

Behind the Curtain Finance

29:35

AI Is Reshaping Financial Advisors’ Workflow and Client Relationships with Matt Halloran (Ep. 19)

Behind the Curtain Finance

33:42

AI Is Coming for Financial Advice: What Advisors Need to Know with Alex Chalekian (Ep. 18)

Behind the Curtain Finance

28:28