AI and the Future of Wealth

AI and the Future of Wealth

How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future. In this episode you’ll hear from: * Adam Katz - Partner and Head of Founder and Entrepreneur Group at Corient * Kelly Coffey - Co-founder of Verita Strategic Wealth Partners * Gary Hirschberg - CEO of Aaron Wealth * Ron Albahary - CIO of LNW * Tripp Friedler - CEO of Free Gulliver Timestamps: 00:00 - What 5 Wealth Leaders Really Think About AI 01:11 - AI is Inventing Hours (Adam Katz) 04:06 - Starting an AI-Native Wealth Firm (Kelly Coffey) 08:10 - AI for Institutional Due Diligence (Gary Hirschberg) 10:34 - Cutting the Cord on Old Tech (Ron Albahary) 14:22 - “I Was a Skeptic.” (Tripp Friedler) 17:36 - Will AI Destroy Jobs? 19:26 - The Big Takeaway — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work [http://ethic.com/work] Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic [https://www.linkedin.com/company/ethic])

Leadership Is Earned, Not Anointed | Michel Del Buono (a16z Perennial)

Today, we're going in depth with Michel Del Buono. Michel is the chief investment officer of a16z Perennial. With a career spent leading investment strategy, he brings global knowledge and innovative thinking to help make sense of complex markets. In this episode you’ll learn: * Why you don’t need to over-engineer your career * How wealth is a much more complicated optimization problem * Why it’s important to broaden your aperture Timestamps: 00:00 - Introduction 01:41 - The Investor Who Fixes His Own Air Conditioner 03:20 - How Living Across Continents Shaped His Thinking 05:15 - The Renegade Quant 09:26 - Why You Don’t Need a Master Plan 10:57 - What the E&F World Taught Him About Choosing People 13:05 - The Multidisciplinary Challenge of Wealth Management 16:45 - The Mistake That Changed How He Builds Teams 19:22 - Recruiting Teams: Looking for the Player/Coach 23:45 - Inside a16z Perennial’s Investment Philosophy 28:08 - How AI Will Transform Wealth Management 30:10 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://ethic.com/work [http://ethic.com/work] Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic [https://www.linkedin.com/company/ethic]) Find out more about Michel and a16z Perennial ( https://a16z.com/author/michel-del-buono/ [https://a16z.com/author/michel-del-buono/]) Connect with Michel on LinkedIn (https://www.linkedin.com/in/mdelbuono/ [https://www.linkedin.com/in/mdelbuono/])

Why Purpose Matters in Investing | Matthew Weatherley-White (Sorenson Impact Advisory)

Today, we're going in depth with Matthew Weatherley-White, partner at Sorensen Impact Advisory. Matthew has spent three decades at the intersection of finance and impact, helping families and institutions align their capital with their mission. In this episode you’ll learn: * Why you should challenge the default playbook * How independent thinking is a competitive advantage * Why sometimes you hire for skill, and other times you hire for culture fit * That true fulfillment comes from aligning work with meaning Timestamps: 00:00 - Introduction 01:25 - From Private Chef to Finance 05:30 - Why Independent Thinking Is Rare in Finance 06:39 - Challenging the Cold-Calling Playbook 08:07 - Converting His First $10M Client 09:34 - Why He Started His Own Firm 13:44 - Hiring: Skill vs. Culture Fit 15:05 - Leadership Philosophy: Setting High Standards 18:01 - How Wealth Management is Evolving 20:30 - The Future of Impact Investing 22:36 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work [http://ethic.com/work] Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic [https://www.linkedin.com/company/ethic]) Find out more about Sorenson Impact Advisory (https://sorensonimpact.com/impact-advisory/ [https://sorensonimpact.com/impact-advisory/]) Connect with Matthew on LinkedIn (https://www.linkedin.com/in/matthew-weatherley-white-4ab3a84/ [https://www.linkedin.com/in/matthew-weatherley-white-4ab3a84/])

Turning Setbacks Into Your Biggest Edge | Steven Tenney (Grandview & Co)

Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co to be the coach to RIAs that he wished he had.  In this episode you’ll learn: * How relentless effort and persistence can open doors that strategy alone cannot, especially when starting out without a network * How struggles can become superpowers * How true leadership means making yourself less important * The advice that Steve wished he had over his 30-year career Timestamps: 00:00 - Introduction 01:37 - How Steve Turned Dyslexia Into a Superpower 04:12 - The Conversation With His Father That Led Steve Into Wealth Management 07:08 - Career Beginnings—Cold Calling the White Pages and Winning Clients 10:31 - The Moment Steve Went Independent and Started His Own Firm 13:36 - The Biggest Mistakes Steve Made (So You Don’t Have To) 17:03 - What Steve Looks for When Hiring Talent 20:20 - The Family Story Behind Grandview 23:14 - Becoming the Coach He Wishes He Had Over His 30-Year Career 26:57 - Steve’s Leadership Philosophy 30:07 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work [http://ethic.com/work] Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic [https://www.linkedin.com/company/ethic]) Find out more about Steve and Grandview & Co (https://www.grandviewandco.com/ [https://www.grandviewandco.com/]) Connect with Steve on LinkedIn (https://www.linkedin.com/in/steventenney/ [https://www.linkedin.com/in/steventenney/])

When to Break Away and Build Your Own Firm | Gary Hirschberg (Aaron Wealth)

Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by the values and perspectives shaped by his roots. In this episode you’ll learn: * Why simplicity wins in a complex industry * Why you shouldn’t wait too long to take the leap and go independent * Great work ethic = initiative without noise * Your brand is built on values, not marketing Timestamps: 00:00 - Introduction 01:14 - From Archaeology to Wealth Management - How an Interest in History Shaped His Career 02:47 - Losing a Business in 4 Months and What Early Failure Taught Him 04:44 - How Fundraising Became His Entry Into the Wealth World 06:47 - Why Complexity is Overrated - “If I can’t explain it to a client, we don’t do it.” 07:56 - Why He Left Goldman to Start His Own Firm 10:26 - The Story Behind “Aaron Wealth” 13:36 - Gary’s Rigorous Interview Process for Hiring Top Advisors 14:55 - Scaling to $5B (Without Breaking the Firm) 16:28 - The Hardest Part of Scaling Culture 18:36 - How AI Will Change Wealth Management 21:00 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work [http://ethic.com/work] Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic [https://www.linkedin.com/company/ethic]) Find out more about Gary and Aaron Wealth (https://aaronwealth.com/team/gary-hirschberg-j-d/ [https://aaronwealth.com/team/gary-hirschberg-j-d/]) Connect with Gary on LinkedIn (https://www.linkedin.com/in/gary-hirschberg/ [https://www.linkedin.com/in/gary-hirschberg/]