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

Subscribe on YouTube Listen on Apple Podcasts Listen on Spotify

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

Meet Mark

“AI won't replace the relationship, but it sure as shit can enhance the relationship”

James Cantwell

Founder, The Cantwell Advisory & WealthTechSelect

Meet James

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 September 2025. 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

All Episodes

Why Advisors Should Stop Managing Portfolios: Jeff Coyle @ Libretto

Jeff Coyle · Libretto

48 minJul 9, 2026

Watch on YouTube

Financial planning has long revolved around portfolios, risk questionnaires, and Monte Carlo simulations. But what if there's a better way? In this episode of AI for Advisors, James Cantwell and Mark Heynen sit down with Jeff Coyle, Founder & CEO of Libretto, to explore why advisors should be managing total wealth instead of just investment portfolios. Jeff shares how decades of experience serving ultra-high-net-worth families shaped Libretto's planning methodology, why traditional planning frameworks may be holding advisors back, and how AI is making sophisticated financial planning more accessible and scalable than ever. In this episode: Why total wealth planning goes beyond portfolio management The limitations of traditional financial planning and Monte Carlo How AI is transforming client onboarding and plan creation Why AI should enhance advisors—not replace them Lessons from building technology inside an advisory firm What the future of financial planning looks like If you enjoyed this conversation, be sure to like, subscribe, and turn on notifications for more discussions with the founders and innovators shaping the future of wealth management. #AIForAdvisors #FinancialPlanning #WealthManagement #ArtificialIntelligence #FinancialAdvisor #RIA #AdvisorTech #FinTech #Libretto #AI

AI Won't Replace Advisors—But It Will Change Them

Derrick Kinney & Matt Halloran · Success for Advisors & Zocks

1h 11mJul 2, 2026

Watch on YouTube

Will AI replace financial advisors—or simply make the best advisors even better? In this episode of AI for Advisors, Mark Heynen and James Cantwell are joined by Mike Barrasso (WealthReach) and Matt Halloran (Zocks) for a wide-ranging discussion on AI adoption, advisor marketing, branding, client communication, and the future of AI assistants. Along the way, surprise guest Derrick Kinney joins the conversation to share why authentic communication may be the biggest competitive advantage advisors have in an AI-powered world. Topics include: * Why AI is changing advisor-client relationships * Building a memorable brand instead of blending in * AI note takers vs. AI assistants * Virtual employees and AI agents * Helping advisors save time—and use it wisely * Why human connection still wins Whether you're already using AI or just getting started, this episode is packed with practical insights you can apply today. Subscribe for more conversations on AI, wealth management, and the future of financial advice. #AIForAdvisors #ArtificialIntelligence #FinancialAdvisors #WealthManagement #Fintech #AdvisorTech #AI

Private Markets Are Finally Scalable: Logan Henderson @ Gridline

Logan Henderson · Gridline

1h 1mJun 23, 2026

Watch on YouTube

Private markets have gone from exclusive to increasingly accessible. But for many advisory firms, the operational burden of managing alternatives hasn't kept up. In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with Logan Henderson, Founder & CEO of Gridline, to explore how technology and AI are reshaping private market investing. They discuss: • Why operational infrastructure—not access—is the biggest barrier to alternatives adoption • How RIAs can scale private market programs without building massive operations teams • Using AI to streamline due diligence and document review • The future of private credit, venture capital, and alternative investments • Why advisors should rethink how they approach private markets for clients • The balance between automation and human judgment in investment decisions Whether you're already allocating to alternatives or just beginning to explore private markets, this conversation offers a practical look at where the industry is heading. Connect with Gridline: https://gridline.co Subscribe for more conversations at the intersection of AI and wealth management. #AIForAdvisors #PrivateMarkets #AlternativeInvestments #WealthManagement #RIA #FinTech #ArtificialIntelligence #Gridline

The Human Edge in AI-Driven WealthTech | Jason Quinn @ Advisor360° & Dr. Joshua Wilson @ Neubefi

Dr. Joshua Wilson, CMT & Jason Quinn · NeuBeFi & Advisor360°

1h 12mJun 9, 2026

Watch on YouTube

AI is changing the wealth management stack — but the real advantage may still be human. In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with Jason Quinn @ Advisor360° and Dr. Joshua Wilson @ Neubefi to explore where AI is headed in advisor technology, client relationships, and growth strategy. They discuss why the industry may be moving away from fragmented point solutions, how AI-native operating systems could reshape advisor workflows, and whether technology can help advisors break through traditional relationship capacity limits. But the conversation also goes deeper: if AI makes every advisor faster, smarter, and more efficient, how do firms and advisors actually stand out? Jason shares how Advisor360° is thinking about unified data, workflow, and AI infrastructure, while Dr. Joshua Wilson explains why trust, identity, emotional resonance, and “human signal” may become the true differentiators in an AI-flooded market. Topics include: Why the wealthtech stack may consolidate around stronger platforms The role of AI-native operating systems in advisor workflows How advisors can reduce administrative friction Whether AI can help advisors serve more client relationships Why generic AI content is not enough for growth How trust is won or lost in early client interactions The future of differentiation for advisors and wealthtech firms Favorite AI tools, including Claude, Claude Code, and WhisperFlow As AI raises the floor for everyone, the firms that win may be the ones that combine better technology with clearer positioning, stronger trust, and a more distinct human edge. Subscribe for more conversations on AI, wealth management, and the future of advisor technology.

Know an advisor trying to make sense of AI?

Send them this. (They'll thank you later. Maybe.)

LinkedIn Email Text

Featured Guests & Companies

Builders, operators, and AI nerds

See All Guests

Coming Soon

Freedom Dumlao

Vestmark

CTO + CAIO

Thomas Clawson

Slant CRM

Co-Founder

Aaron Klein

Contio

Founder

Frantz Widmaier

Altitude CRM

CEO & Founder

Ian Karnell

VastAdvisor

CEO & Co-Founder

Tom Fields

Fynancial

Founder

Vineet Mohan

FastTrackr AI

Founder & CEO

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.

Apply to Be a Guest Suggest Someone