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
In this episode, host Chris Arnold is joined by Mark Cecchini, Partner at Quadrant Capital, to discuss how technology and AI are transforming the role of the modern financial advisor.Mark brings a unique perspective — having worked at startup wealth-tech companies before joining an independent RIA managing nearly $2 billion in assets. He shares how his practice leverages tools like eMoney, Addepar, and Holistaplan to serve high-net-worth tech founders and employees across the U.S., often remotely and asynchronously.They dive into:• How Quadrant Capital balances tech tools with human touch• The startup vs. traditional RIA mindset when it comes to building vs. buying software• How AI is already helping with meeting follow-ups, insights, and advisor efficiency• Why security and compliance still limit some AI use cases• The future of personal branding and digital client acquisitionWhether you're a solo advisor or part of a growing team, this conversation offers real-world insights on where the industry is heading — and how to stay ahead of the curveMark Cecchini• LinkedIn: https://www.linkedin.com/in/markcecchini/• Twitter/X: @markcecchini• Company: https://quadcapco.com/
Chris Arnold• LinkedIn: https://www.linkedin.com/in/chrisarnold20/• Company: refreshwealth.com
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