The Modern Advisor Podcast
The Modern Advisor Podcast
Podcast Description
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
Podcast Insights
Content Themes
The podcast delves into themes surrounding the integration of AI and technology in financial services, with specific episodes including discussions on values-based investing, enhancing client relationships through technology, and the balance between automation and the human touch in financial planning. Episodes like 'Money, Life, and AI: Balancing Tech with a Human Touch' explore the psychological aspects of financial decision making.
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
Cambridge Investment Research has been one of the early pioneers bringing AI into financial advising.
In this episode, Chris Arnold and Mark Gilbert talk with Erica Molina, VP of Product Management at Cambridge, about how her team turned AI strategy into action—from giving advisors back their time to completely rethinking how firms operate at scale.
Erica breaks down Cambridge’s “AI-first” vision, what it takes to introduce AI safely in a highly regulated environment, and how the firm’s new agentic AI workflow is reshaping everything from account opening to client engagement.
Erica MolinaVP of Product Management, Cambridge Investment Research🔗 LinkedIn
Mark GilbertCo-Founder & CEO, Zocks – AI Assistant for Financial Advisors🔗 LinkedIn
Chris ArnoldHost of The Modern Advisor Podcast | Founder & Lead Advisor, Refresh Wealth | Brand Ambassador, Zocks🔗 LinkedIn
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