AI for Advisors Podcast
Conversations with the people actually changing how advice gets delivered: with AI, workflows, and a little healthy skepticism.
Where AI meets AUM
Real advisor AI. No hype. Just what works.
Every week, Mark and James sit down with RIAs, WealthTech founders, and AI operators to talk about what's actually working in advisory firms right now. No futurist keynotes, no vendor slide decks. Just real use cases, what broke, what shipped, and what moved the needle.
Your Hosts
Mark builds products. James fixes implementations. Together they host a weekly show about what's actually working in advisor AI, and what definitely isn't.
“I feel like note-taking is like the gateway drug for AI and I want to talk about the hard drugs here.”
Mark Heynen
Co-Founder & CPO, Knapsack AI
“AI won't replace the relationship, but it sure as shit can enhance the relationship”
James Cantwell
Founder, The Cantwell Advisory & WealthTechSelect
Hosts Who've Done the Work
Built companies. Sat in investment committee meetings. Led implementations and seen where they fall apart. This isn't commentary from the sidelines. It's a front-row seat to how advisor tech actually gets built and adopted.
Builders, Not Pitchers
Guests range from RIA leaders and WealthTech founders to AI researchers and product builders who live in your workflows every day. Episodes cover real implementations and the sometimes‑messy process of getting AI into advisory firms.
Every Week, No Filler
New episode every week since August 2024. Conference recaps, LinkedIn hot takes, deep dives, and fun (occasionally uncomfortable) questions founders never hear on stage.
Latest Episodes
What we've been arguing about lately
Ritik Malhotra · ai-automation
Kitces · AI, Productivity, and the 10 yr Outlook
Jason Wenk · Altruist
Featured Guests & Companies
Builders, operators, and AI nerds
Coming Soon
Be Part of the Conversation
Have a contrarian view on advisor tech, or building something that doesn't fit neatly into a Gartner quadrant? This show is for founders, operators, and practitioners who can talk candidly about what works, what flopped, and what they'd never ship again. If that sounds like you (or someone you know), pull up a chair.