October 18, 2023 • 61 mins
In this episode, we are joined by Steve Lockshin, Founder of AdvicePeriod and Vanilla, an estate advisory platform. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. He also had a front-row seat to the advent of the Robo-Advisor era as an early investor and advisor to a number of Fintech firms. Tune in as we delve into Steve’s remarkable career journey, discuss the nuances of the wealth management industry and explore the burgeoning role of AI in serving the modern investor.
Mark as Played
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