Beyond the Balance Sheet with Seth Streeter

by | Sep 24, 2024

SummarySeth Streeter, founder of Mission Wealth, discusses the concept of redefining wealth beyond financial metrics. He shares his background and the vision behind Mission Wealth, which focuses on comprehensive planning and proactive service. Streeter emphasizes the...

Beyond the Buzz: Real AI Insights with Dr. Jeffrey Funk

by | Sep 10, 2024

Episode Summary: The Future-Ready Advisor with Dr. Jeffrey FunkIn this episode of The Future-Ready Advisor, Sam Sivarajan interviews Dr. Jeffrey Funk, a seasoned expert in the economics of innovation, to dissect the current landscape of AI, blockchain, and other...

Episode 27: Rewriting Retirement Spending Rules with Adam Chapman

by Sam Sivarajan | Aug 27, 2024

Episode Summary: Join host Sam Sivarajan in this compelling episode of The Future-Ready Advisor, featuring Adam Chapman, a pioneer in retirement planning and founder of Yes Money. Discover Chapman’s revolutionary approach that encourages retirees to spend...

Episode 26: Revolutionizing Client Collaboration in Financial Services with Ali Qureshi

by Sam Sivarajan | Aug 13, 2024

Episode Summary:In this episode of The Future-Ready Advisor, host Sam Sivarajan talks with Ali Qureshi, a fintech innovator, about the transformative power of digital collaboration tools in financial services. Ali delves into the origin and impact of his platform that...

Episode 25: Integrating Technology and the Human Touch with Nataša Williams

by Sam Sivarajan | Jul 30, 2024

Episode SummaryIn this riveting episode of The Future-Ready Advisor, Sam Sivarajan talks with Nataša Williams, a seasoned financial advisor and the co-founder of Cadro, leading UK technology-based wealth management firm. Nataša shares her unique insights on the...