Advisor Ally

Welcome back to Advisor Ally, the podcast where financial advisors get the unfiltered playbook on the biggest career decisions of their lives. Hosted by Vineet Mohan, Founder of FastTrackr. AI.Few people have seen the RIA industry from this many angles. 👤 About the guest:Andy Burgess — Founder, ForesightLinkedIn: https://www.linkedin.com/in/abburgess/Hosted by Vineet Mohan, Founder of FastTrackr....

In this episode, Vineet sits down with Robert, Co-Founder of Winthrop & Co. one of the most respected boutique advisor transition consultancies in the country. Headquartered in Boston, Winthrop & Co. has helped move billions in AUM across wirehouses, regional firms, hybrid RIAs, and full independents over the last decade.

In this episode, we sit down with Nico DeMaio, President of AdvizorStack, to unpack one of the most painful, and misunderstood processes in wealth management: advisor transitions. From breakaways and M&A deals to operational chaos and client attrition risk, Nico shares what actually happens behind the scenes when advisors change firms — and why the process hasn’t meaningfully evolved in over a...

In this episode, Vineet Mohan sits down with Purva (Indurkar) Sule, a seasoned financial services leader with over 20 years of experience across Wealth Management and Retail Banking, spanning strategy, digital platforms, data, partnerships, and product leadership. Purva has led enterprise-scale transformations at institutions like Northern Trust and BMO, where she modernized client and advisor pla...

In this episode, we sit down with Jeff Fuhrman, a seasoned leader with over 25 years of experience spanning investment banking, tech startups, arts & entertainment, and wealth management.

Allie is not your typical financial advisor. Before stepping into finance, she spent over a decade as a theatre artist, educator, and wellness practitioner, including work in trauma-informed care, meditation, and “Theatre of the Oppressed.” That same philosophy now guides how she supports her clients relationship with money.

In this episode, Vineet Mohan sits down with Stephanie Shepherd, a Salesforce consultant whose work sits at the intersection of RIA operations, advisor workflows, and automation. With more than nineteen years in the advisory industry and deep expertise implementing and optimizing Salesforce for RIAs, Stephanie brings a rare mix of operational clarity, tech fluency, and lived advisory experience.

Advisory firms often use their CRM as a “digital Rolodex.” But what if your CRM could become the operational command center of your entire business? In this episode of Advisor Ally, host Vineet Mohan sits down with CRM strategist Stephanie Dannebaum, founder of Stephanie Dannebaum Consulting, to explore how financial advisors can streamline their tech stack, optimize workflows, and turn CRMs like...

The financial planning profession has long wrestled with its business model:Should advisors be paid through product sales, AUM fees, or planning retainers? And what does that choice mean for the clients they serve - or don’t serve? In this episode of Advisor Ally, host Vineet Mohan speaks with Steven Fox, CFP®, EA - a Marine Corps veteran who took an unconventional path into financial planning, fo...

In this episode of Advisor Ally, we sat down with Jason Branning, CFP®, RICP®, founder of Branning Wealth Management and co-creator of Modern Retirement Theory, to explore the evolving world of financial advisory and retirement planning.

In the latest episode of Advisor Ally, Zach Stein shares his journey in creating Carbon Collective and rethinking how retirement savings align with climate realities.

In this episode of the Advisor Ally Podcast, we sit down with Ethan Bernhagen-Jung (He/Him), the Chief Technology Officer and Co-Founder of Abundo Wealth and Co-Founder of the Advice-Only Network. Ethan’s story is far from conventional: he graduated in Environmental Science, discovered a passion for personal finance, and within months of joining Abundo, taught himself how to code, eventually becom...

In this episode of Advisor Ally, we've with us Oisín Breen, an award-winning Irish journalist, poet, systems thinker, and academic who's spent nearly a decade dissecting the Registered Investment Advisor (RIA) space for RIABiz. From his unusual path (horse-riding in the Irish countryside, FX analyst gigs, and late-blooming academia) to his penetrating critiques of wealth management, media narrativ...

In this episode of Advisor Ally, we sit down with Brittany Brinckerhoff, CFP®, CSLP®, a dynamic and insightful financial advisor at Hilltop Wealth Advisors in Chapel Hill, North Carolina. With over a decade of experience, Brittany shares her inspiring journey from college intern to trusted advisor and leader in the financial planning world.

In the wealth management space, advice is everywhere, but understanding is rare. Most advisory platforms today are powered by backward-looking data: portfolio balances, transactions, and risk scores. These inputs make sense to systems, but not to people. Marla Sofer sees the blind spot. She started as a financial advisor, then spent over a decade inside the operating cores of JP Morgan and BlackRo...

In the latest episode of Advisor Ally, we sat down with veteran financial advisor Jack M. Firestone, who recently retired after 37 years in wealth management and over 35 successful years at the helm of Firestone Capital Management. Jack opens up about his unexpected journey from the symphony orchestra world into finance, how he built an $800M+ client-centric advisory firm, and the secrets behind h...

The latest episode of Advisor Ally with Serge Berger, Chief Investment Officer at Blue Marlin Advisors LLC.The latest episode of Advisor Ally with Serge Berger, Chief Investment Officer at Blue Marlin Advisors LLC. A wide-ranging conversation on the most pressing and often misunderstood realities of investing, market behavior, and the future of financial advice in an AI-driven world.

In the latest episode of Advisor Ally, we sat down with Jeff Dunn-Bernstein, Founder and Principal of Paradise Advisor Group and QE Wealth Management. Jeff’s unconventional journey from international drilling expeditions to launching a client-centric, real estate-savvy RIA offers invaluable insights for financial professionals and entrepreneurs navigating the evolving independent advisory landscap...

In this episode, we dive deep with Sukesh Pai, CFA, Founder & Principal at Trillium Square Advisors, whose journey from building code at Microsoft to building trust with families across America is anything but conventional. With over 20 years of diverse experience across technology, hedge funds, and Wall Street giants like Morgan Stanley, Sukesh brings a unique lens to wealth management, one t...

In this episode of Advisor Ally, we sit down with Steve Boorstein - the founder of a values-driven, flat-fee financial planning firm RockCrest Financial LLC, and a true advocate for comprehensive, life-centered wealth management. Steve’s journey from pharmacist to financial advisor is anything but ordinary and his insights into industry evolution, client psychology, and the role of technology in a...

What does AI in wealth management really look like on the ground? In this episode of the Build AI Podcast, Amit Goel chats with Vineet Mohan about how AI is quietly transforming the workflows of financial advisors - and why the opportunity is far bigger than just meeting notes. From Morgan Stanley’s rollout of AI tools to 16,000+ advisors, to the rise of nimble, tech-forward RIAs - the wealth indu...