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Advice Architects

Advice Architects

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Hosted by Responsive AI’s CEO, Day Wachell, the Advice Architects podcast series features conversations with individuals leading the financial industry’s discussions about the digital wealth advice experience and the technology required to deliver it.

Recent Episodes

  • Advice Architects Ep. 14 - Holistic Wealth: Everything You Ever Wanted to Know about Tax But Were Afraid to Ask, with Rory Henry, Arrowroot Family Office

    9 months ago

  • Advice architects Ep. 13 - The Future of Financial Planning Without Mentioning AI, with Jason Pereira

    10 months ago

  • Advice Architects Ep. 12 - The Time is Now: The Inevitability of Changes in Wealth Management, with Scott Reddel

    11 months ago

  • Advice Architects Ep. 11 - You'll Shoot Your Eye Out: Why AI and Data Products Are Damn Hard, with Cara Dailey

    11 months ago

  • Advice Architects Ep. 10 - Using Visual Maps for Advice Support and Advisor Insight with Adam Holt

    1 year ago

  • Advice Architects Ep. 9 - Using Data to Power the Client Advisor Partnership, with Kendra Thompson

    1 year ago

  • Advice Architects Ep. 8 - What is Wealth: Understanding the Aim of Financial Services, with Chris Gledhill

    1 year ago

  • Advice Architects Ep.7 - Personalized Engagement: Talking to Clients in Their Language, with April Rudin

    1 year ago

  • Advice Architects Ep. 6 – Grand Strategy, New Advisor Capabilities and the Competition for Clients, with Will Trout

    2 years ago

  • Advice Architects Ep. 5 – The New Advice: Loyalty Drivers and Client Priorities, with Josh Book

    2 years ago