Holistic advice is becoming more common, but many clients still experience a gap between planning and actual implementation. What happens when advisors can support not only investments, but also cash, lending, annuities, and other major financial decisions with a more connected client experience? In this episode, Thomas Manetta talks with Max Lane, CEO of Flourish, …
Staying efficient while maintaining strong client relationships is becoming more challenging for advisors. How can technology reduce workload without losing the human connection that clients value most?documenting client conversations… In this episode, Thomas Manetta speaks with Matt Halloran, Chief Evangelist at Zocks, about how AI is transforming the way advisors manage meetings, workflows, and client …
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advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever has a chance to form.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 …