The Modern Advisor Podcast
Episodes
How Cambridge Uses AI to Serve More Clients
08 Oct 2025
Contributed by Lukas
Cambridge Investment Research has been one of the early pioneers bringing AI into financial advising.In this episode, Chris Arnold and Mark Gilbert ta...
From Startup Wealth-tech to Holistic Planning
08 Sep 2025
Contributed by Lukas
In this episode, host Chris Arnold is joined by Mark Cecchini, Partner at Quadrant Capital, to discuss how technology and AI are transforming the role...
Tech-Driven Ops: Transform Your Advisory Practice
25 Aug 2025
Contributed by Lukas
In 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...
Scaling Team Operations and AI Integration
19 Aug 2025
Contributed by Lukas
Host Chris Arnold talks with Chelsea Ransom-Cooper, Chief Financial Planning Officer at Zenith Wealth Partners, about building scalable processes whil...
What Financial Advisors Want from Tech
07 Jul 2025
Contributed by Lukas
Host Chris Arnold sits down with Samuel Deane, founder of Rora Wealth, to explore how technology enables advisors to build scalable lifestyle practice...
Money, Life, and AI: Balancing Tech with a Human Touch
04 Jul 2025
Contributed by Lukas
In this episode of The Modern Advisor podcast, host Chris Arnold sits down with Jake Northrup, founder of Experience Your Wealth, to explore how advis...
3X Your Advisory Practice: AI tips from Tech Insiders
03 Jul 2025
Contributed by Lukas
In this episode of The Modern Advisor podcast, host Chris Arnold sits down with Kris Barney, founder of 30-40 Wealth Partners, to explore how financia...
AI for Financial Advisors: How Advisors Stay Competitive
01 Jul 2025
Contributed by Lukas
In this inaugural episode of The Modern Advisor podcast, Presented by Zocks, host Chris Arnold sits down with Bryan Hasling of Modern Financial Planni...