<h4 class="" style= "font-size: 16px; font-style: normal; font-variant-caps: normal; letter-spacing: normal; orphans: auto; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; text-align: left; line-height: 1.5; margin: 0px; border ... Show More
May 8
The Future of Advice with Michael Kitces
Michael Kitces, Head of Planning Strategy at Focus Partners Wealth, Co-Founder of XY Planning Network, and one of the industry's most recognized voices, joins Sean Walters on this episode of The Exceptional Advisor for a "This Or That" conversation on: Investments or wealth? Firm ... Show More
29m 46s
Apr 8
How Great Advisors Build Trust With Herman Brodie
Herman Brodie, behavioral scientist and Founding Director of Prospecta Limited, has spent years studying how people build trust and why they lose it. In this episode of The Exceptional Advisor, he joins host Sean Walters and shares insights for financial advisors navigating today ... Show More
37m 36s
Sep 2024
Bitcoin, Blockchain and AI
<p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;">Chandra Duggirala</strong> discusses bitcoin, blockchain and AI, and how the confluence of these technologies can empower of financial self-sovereignty and super intelligence to every investor. Chandra is the CEO ... Show More
23m 24s
Apr 2025
Capital One’s Prem Natarajan Shares How AI Can Enhance Financial Services and Customer Experiences - Ep. 253
Prem Natarajan, the executive vice president, chief scientist and head of AI at Capital One, discusses how AI is enhancing financial services by transforming customer experiences and internal operations. He shares how advanced AI models and agentic workflows are accelerating the ... Show More
31m 44s
Jun 2024
Blockchain, AI and the Impacts to Decentralized Finance
<p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;">Uri Ferruccio,</strong> co-founder and CEO of Concordia, discusses the use of blockchain and AI for financial risk management and future-critical data technologies that are incubating a global, multi-asset-class ... Show More
26m 27s
May 2024
Generative AI in Banking: From Hype to Value Creation
In today's episode of the Banking Transformed podcast, we have Sriram Natarajan, President, Quinte Financial Technologies, a leading provider of cloud-based software solutions for financial institutions. In this episode, Sriram will discuss why AI’s true potential lies in its cap ... Show More
38m 27s
Jul 2023
2460: Modernizing Wealth Management: A Back Office Revolution
I sit down with Ryan George, the CMO of Docupace, a leading cloud-based fintech platform transforming the back office processes in the financial services industry. With over 15 years of marketing and communications experience in finance, Ryan shares his journey and how he became ... Show More
20m 26s
<p><strong>Roland Gossage</strong> discusses ways to use Artificial Intelligence in retail and how hyper-personalization can improve customer experience and sales performance. Roland is CEO of <a href="https://GroupByInc.com" target="_blank" rel= "noopener">GroupBy</a>, the devel ... Show More
