Shows
The WealthTech PodcastThe Future of Advice: AI, Data, and Democratization | Kendra Thompson, Epok AdviceIn this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kendra Thompson, founder of Epok Advice and venture partner at Alpha Tech Partners. With over 25 years in wealth management, Kendra shares her unique perspective on where the industry is heading—and how technology, data, and AI are reshaping the future of advice.Kendra dives into:The shift from app-based tools to flexible, data-first and AI-driven platforms.How the delivery of financial advice must evolve to meet client needs while reducing advisor friction.The democratization of wealth management an...
2025-09-2953 min
Knowing Me, Knowing You13. “The Future Belongs to Incumbents Who Modernize” Kendra Thompson on Transforming Wealth From the InsideKendra Thompson led wealth management strategy in roles at Accenture and Deloitte Canada, giving her a front-row seat to what Fortune500 broker-dealers, banks, insurers, and retirement firms were planning behind closed doors… and what didn’t work. She’s seen the boardroom disbelief, the resistance to change, and the industry’s failure to meet the needs of women, next-gen clients, and anyone who didn’t fit the mold. Now, as founder of Epok Advice, she’s rewriting the rules.In this conversation, Kendra shares why the future of wealth management won’t be won by the flashiest apps or the lo...
2025-05-2736 min