The Advisor Library
with Matt Cosgriff
The podcast traces how the books RIA leaders read at different inflection points in their careers have shaped them, the firms they've built, and the way they serve clients.
The AI-Enabled Future of Wealth Management, with Spenser Segal (Author Chats)
Spenser Segal has been asking the same question since he founded Actifi in 2003: how do you get financial institutions and their advisors to deliver world-class integrated advice, more effectively and more profitably? For twenty years, the honest answer was that he mostly couldn't. Spenser calls closing that gap his moonshot, and he now believes AI is the first genuine answer he's had to his own question.
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Be a Guest on The Advisor Library
I'm always looking for RIA leaders and advisors who read constantly—shaped less by any single book than by the habit itself—and want to talk about how it's changed the way they run their firm. If that sounds like you, I'd love to hear from you.