Dave Zoller, CFP®

Jason Wenk blew my mind in this conversation. If you're a Financial Advisor who wants to grow your practice, this is a MUST listen. He predicts 80% of advisory teams will be replaced by AI. But he's not doom and gloom about it. Jason actually believes the advisors who embrace this shift will serve more clients, work more efficiently, make more money, and spend more time doing what they love to do. This is worth 60 minutes to future-proof your practice. I hope you find it as valuable as I did.

@hardingwealth Great work!

Just passed 10 years since launch. Had a few kids along the way. Added some employees. Wore a suit exactly zero times. Cheers to another 10.

@noble_terry Thank you very much!

If you’re going to @FutureProof_HQ , don’t miss @jasonwenk and the Hazel AI team. It’s been a game changer for our firm because it's not just another note taker. It’s changed how we run meetings and deliver value to clients and prospects. You can see it live: Sunday 4:55 PM (Ocean Stage) or Monday 3 PM (Altruist booth).

@FutureProof_HQ @jasonwenk PS: If you're an advisor, you'll love my "Advisor Growth" 5-minute email. Join here: streamlinemypractice.com/newsletter

@AravindSitham @FutureProof_HQ @jasonwenk I'm inviting 2 of the masterminds at Hazel onto the YT channel next week. Stay tuned!

@davezoller_ @FutureProof_HQ @jasonwenk 👀 wish I could use it! But - woukd still love to hear how you are using tools like this to level up your game!

@DaveNadig Full video here: youtu.be/LCnDd-_AyKo

Advisors, Before you add A.I. into your practice, this conversation with @DaveNadig is a must-watch. He breaks down what's actually working vs. what's just hype.

@ronbullis and I talk more about the ideal advisor tech stack here: youtube.com/watch?v=rwMJtk…

Every advisor should audit their tech stack every 3 years. The problem? Most advisors think this question is only for new firms starting from scratch. Here are 3 steps that might help you stay competitive: 1. Redefine your ideal client profile (65-year-old retiree vs 35-year-old wealth creator) 2. Evaluate if your current tech serves THEM, not you (What specific outcome are you delivering?) 3. Simplify ruthlessly. Less is often more

@PTelp Agreed!

@davezoller_ This was amazing. Worth listening to multiple times.

Jason Wenk blew my mind in this conversation. If you're a Financial Advisor who wants to grow your practice, this is a MUST listen. He predicts 80% of advisory teams will be replaced by AI. But he's not doom and gloom about it. Jason actually believes the advisors who embrace this shift will serve more clients, work more efficiently, make more money, and spend more time doing what they love to do. This is worth 60 minutes to future-proof your practice. I hope you find it as valuable as I did.

Here's the interview: youtube.com/watch?v=8UtXuL…

This is one of the most practical marketing tools I’ve ever seen for financial advisors. @ronbullis shared a simple worksheet that helps you clarify who you serve, the real problems they face, and how to price your service. If you're not in the Advisor Academy, you can get the key questions in this video.

@denisesprung It was great meeting you two!

It isn’t often we both attend the same breakout at a conference But when @davezoller_ presents you both take notes #JoltConference

@hubermanlab This is great @hubermanlab.

The health hierarchy: SLEEP EXERCISE NUTRITION STRESS CONTROL HEALTHY RELATIONSHIPS CIRCADIAN RHYTHM ADHERENCE Bright mornings & days & dark nights = great sleep, energized focused days & overall robust mental & physical health.

New Advisor Training Video Just Posted Whether you're starting an RIA or scaling one, these are the decisions that matter most.