Shows
The Modern Advisor PodcastHow Cambridge Uses AI to Serve More ClientsCambridge Investment Research has been one of the early pioneers bringing AI into financial advising.In this episode, Chris Arnold and Mark Gilbert talk with Erica Molina, VP of Product Management at Cambridge, about how her team turned AI strategy into action—from giving advisors back their time to completely rethinking how firms operate at scale.Erica breaks down Cambridge’s “AI-first” vision, what it takes to introduce AI safely in a highly regulated environment, and how the firm’s new agentic AI workflow is reshaping everything from account opening to client engagement.Erica MolinaVP o...
2025-10-0831 minThe Modern Advisor PodcastFrom Startup Wealth-tech to Holistic PlanningIn this episode, host Chris Arnold is joined by Mark Cecchini, Partner at Quadrant Capital, to discuss how technology and AI are transforming the role of the modern financial advisor.Mark brings a unique perspective — having worked at startup wealth-tech companies before joining an independent RIA managing nearly $2 billion in assets. He shares how his practice leverages tools like eMoney, Addepar, and Holistaplan to serve high-net-worth tech founders and employees across the U.S., often remotely and asynchronously.They dive into:• How Quadrant Capital balances tech tools with human touch• The startup vs. traditional RIA mindset when it comes to bui...
2025-09-0821 minThe Modern Advisor PodcastTech-Driven Ops: Transform Your Advisory PracticeIn this episode of The Modern Advisor Podcast, host Chris Arnold sits down with Charesse Spiller, founder of LevelBest and creator of FinOps Co-op, to dive into how financial advisors can harness technology to drive operational excellence and scale their practices effectively.Charesse shares her expert insights on:• Essential technology audits advisors must perform regularly.• Leveraging AI tools beyond basic note-taking, from client onboarding to ongoing service management.• The importance of balancing automation and personalization for impactful client experiences.• Actionable strategies for advisors launching new practices to establish strong foundational technology and operational workflows.Whether you're a...
2025-08-2523 minThe Modern Advisor PodcastScaling Team Operations and AI IntegrationHost Chris Arnold talks with Chelsea Ransom-Cooper, Chief Financial Planning Officer at Zenith Wealth Partners, about building scalable processes while serving 300+ families and nonprofits with a team of nine.Chelsea shares her journey from meeting co-founder Jason through a LinkedIn connection to building a comprehensive wealth management firm during the pandemic. Now specializing in equity compensation and serving first-generation wealth builders, she discusses how technology enables their rapid growth.Key topics:Building comprehensive workflows using Hubli for team coordinationImplementing Zox AI meeting assistant across a multi-advisor teamCreating seamless onboarding with Altruist integrationThe "AI wishlist"...
2025-08-1932 minThe Modern Advisor PodcastWhat Financial Advisors Want from TechHost Chris Arnold sits down with Samuel Deane, founder of Rora Wealth, to explore how technology enables advisors to build scalable lifestyle practices while implementing values-based investment strategies.Samuel shares his entrepreneurial journey, starting his firm at age 26 with just $10-15K - made possible by modern SaaS tools. He recently rebranded to Aurora Wealth, honoring his Guyanese heritage by naming the firm after Mount Roraima from his parents' homeland.Key topics:How modern technology democratized wealth management entrepreneurshipUsing Seeds platform for values-based investing aligned with ESG factorsNudge for frictionless task management (no client...
2025-07-0732 minThe Modern Advisor PodcastMoney, Life, and AI: Balancing Tech with a Human TouchIn this episode of The Modern Advisor podcast, host Chris Arnold sits down with Jake Northrup, founder of Experience Your Wealth, to explore how advisors can build custom AI solutions while deepening the human elements of financial planning that technology can't replace.Jake brings a unique perspective on team building and client experience, having grown his practice to serve 75 clients across tech and small business owners with a team that includes a fractional Chief Financial Behavior Officer - a financial therapist who helps clients navigate the emotional and psychological aspects of money decisions.Key topics...
2025-07-0431 minThe Modern Advisor Podcast3X Your Advisory Practice: AI tips from Tech InsidersIn this episode of The Modern Advisor podcast, host Chris Arnold sits down with Kris Barney, founder of 30-40 Wealth Partners, to explore how financial advisors are leveraging AI and technology to enhance client service delivery while maintaining the personal touch that sets boutique practices apart.Kris brings a unique perspective to the conversation, having spent a decade in tech startups and investment banking before launching his advisory practice four years ago. Now serving 40 households of tech professionals, he shares practical insights on building and evolving a modern tech stack while navigating the complexities of equity compensation...
2025-07-0328 minThe Modern Advisor PodcastAI for Financial Advisors: How Advisors Stay CompetitiveIn this inaugural episode of The Modern Advisor podcast, Presented by Zocks, host Chris Arnold sits down with Bryan Hasling of Modern Financial Planning to explore the evolving technology landscape for financial advisors.Bryan shares insights from running a virtual wealth management firm serving 65+ tech professionals across the Bay Area and East Coast, managing nearly $90 million in assets. The conversation dives deep into the challenges of building an efficient tech stack, from CRM systems like Wealthbox to portfolio management tools like Quantis and Right Capital.Key topics covered:Tech Stack Essentials: The reality of...
2025-07-0131 min