The Modern Advisor Podcast
Join host Chris Arnold, Lead Advisor at Refresh Wealth, as he explores how AI and technology are transforming financial services. Each episode features conversations with forward-thinking advisors and firms who are leveraging innovative tools to enhance client relationships and streamline operations. Discover practical strategies, implementation insights, and real-world success stories that can help elevate your practice in today's digital landscape. Presented by Zocks (zocks.io) - The Meeting Assistant made for Financial Advisors. Zocks captures financial details during client meetings, prepa
Episodes
Host Chris Arnold sits down with Samuel Deane, founder of Rora Wealth, to explore how technology enables advisors to build scalable lifestyle practices while implementing values-based investment strategies.
Samuel shares his entrepreneurial journey, starting his firm at age 26 with just $10-15K - made possible by modern SaaS tools. He recently rebranded to Aurora Wealth, honoring his Guyanese heritage by naming the firm after Mount ...
In this episode of The Modern Advisor podcast, host Chris Arnold sits down with Jake Northrup, founder of Experience Your Wealth, to explore how advisors can build custom AI solutions while deepening the human elements of financial planning that technology can't replace.
Jake brings a unique perspective on team building and client experience, having grown his practice to serve 75 clients across tech and small business owners with a ...
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 financial advisors are leveraging AI and technology to enhance client service delivery while maintaining the personal touch that sets boutique practices apart.
Kris brings a unique perspective to the conversation, having spent a decade in tech startups and investment banking before launching h...
In this inaugural episode of The Modern Advisor podcast, Presented by Zocks, host Chris Arnold sits down with Bryan Hasling of Modern Financial Planning to explore the evolving technology landscape for financial advisors.
Bryan shares insights from running a virtual wealth management firm serving 65+ tech professionals across the Bay Area and East Coast, managing nearly $90 million in assets. The conversation dives deep into the cha...
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