What happens when AI begins reshaping the financial advice industry faster than most advisors expect? In this episode, Thomas Manetta sits down with Alex Chalekian, Founder and CEO of Lake Avenue Financial, to unpack a technology shift that may fundamentally change how advisors operate and how clients experience financial planning. Together, they explore the evolving …
What happens when a long-standing client relationship ends, and instead of devastation, you feel relief? In this episode, Thomas Manetta opens up about losing one of his largest and longest-standing clients after more than a decade of working closely together. What initially looked like a professional setback became a powerful moment of reflection. Thomas shares …
Marketing tools promise efficiency, but do they deliver authenticity? Can technology replace the human connection that builds trust in financial advisory relationships? In this episode, Thomas Manetta sits down with Joe Moss, founder of AdvisorTechBook, for a candid conversation about AI prospecting tools, the future of advisor technology, and the importance of staying human in …
Most advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever has a chance to form. In this episode, Thomas Manetta sits down with John Finney, CFP®, Co-Founder of Overvue, to pull back the curtain on one of the most overlooked friction …
This episode takes you inside the real shift that changed Thomas’s entire career. After years inside legacy firms that prioritized sales over service, Thomas talks openly about what happened when he moved to Altruist and finally felt free to work in a way that matched his values. He shares the moment a long-time client noticed …
What if your next great client came from authentic connection, not acquisition? In this episode, Thomas Manetta sits down with Eden Ovadia, CEO and Co-Founder of FINNY, a groundbreaking organic growth engine helping independent advisors attract clients without relying on mergers, acquisitions, or referral programs. Together, they unpack how technology, data, and authenticity can empower …
Advisors frequently face the challenge of striking a balance between growth, independence, and client care. How do you use technology to scale without losing your personal touch? How do you create a path for future generations of advisors while building your own legacy? In this episode of Behind The Curtain Finance, Thomas Manetta reflects on …
What happens when the infrastructure of financial services finally catches up to the modern world of cloud, APIs, and AI? In this episode of Behind the Curtain Finance, host Thomas Manetta sits down with Jason Wenk, founder and CEO of Altruist, the first fully integrated digital custodian designed for independent advisors. Together, they explore how …
What if the very institutions holding your money were competing against you? In this episode of Behind the Curtain Finance, Thomas Manetta pulls back the curtain on the hidden conflicts of traditional Wall Street custodians and how a new era of transparency and technology is reshaping the way advisors and clients interact with their money. …
When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that. In this episode, Thomas Manetta is here to change that perception. Drawing from years of firsthand experience, Thomas shares why estate planning isn’t just for the ultra-wealthy and why putting it off …