Tag: Financial Advisor Podcast
Authenticity, AI, and the Future of Advisory Growth (Ep. 14)

Authenticity, AI, and the Future of Advisory Growth (Ep. 14)

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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 the change in him, how independent custodial support unlocked authentic advisory work, and why organic growth becomes possible when your platform is aligned with your purpose. 

You will also hear how AI, advisor independence, and the future of custodial technology may reshape the entire wealth management landscape.

What you can expect:

  • How custodial alignment impacts authenticity
  • Why organic growth is tied to trust, not tactics
  • The role AI will play in the next era of advisory work
  • Why content and podcasting change organic visibility
  • And more!

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Why Estate Planning Can’t Wait (Ep. 9)

Why Estate Planning Can’t Wait (Ep. 9)

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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 can lead to conflict, confusion, and costly legal battles. From sibling disputes to outdated trusts, he’s seen the ripple effects of poor planning. But thanks to new technologies and AI-powered tools, creating a legally sound estate plan is now simpler, faster, and more accessible than ever.

What you’ll learn from this episode:

  • Why waiting to plan your estate can tear families apart
  • How Thomas offers complimentary estate planning to clients
  • The surprising role AI is playing in the future of holistic financial advice
  • Common estate planning mistakes (and how to avoid them)
  • And more!

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