AI for Advisors

In this episode, Mark Heynen and James Cantwell speak with Parker Ence, CEO and co-founder of Jump, about how AI is reshaping the advisor workflow. Parker shares how Jump evolved from a data-aggregation startup to one of the fastest-growing AI meeting assistants in wealthtech. They discuss the challenges of scaling an AI company in a regulated industry, the role of timing and product focus in driv...

Is AI the key to helping advisors scale—or just another shiny tool adding to tech stack chaos? In this episode of AI for Advisors, Mark and James sit down with two leaders tackling the problem from very different angles: Dr. Sindhu Joseph, CEO of CogniCor, and David DeCelle, founder of Model FA. Dr. Sindhu shares her journey from 25+ years in AI research to building CogniCor’s co-pilot platform, d...

In this episode of AI for Advisors, hosts Mark Heynen and James Cantwell engage with Mark Gilbert, co-founder of Zocks, discussing the evolution of AI in financial services. They explore the unique approach Zocks takes towards privacy and compliance, the implications of AI in government, and the future of note-taking and wealth management. The conversation also touches on the challenges and opport...

In this episode, James Cantwell and Mark Heynen discuss their experiences at the Future Proof conference, highlighting the vibrant atmosphere, networking opportunities, and the emergence of AI technologies in the financial advisory space. They delve into key insights from Michael Kitces regarding the importance of client engagement over technology, and share their thoughts on innovative tools that...

In this episode, Mark and James host Ben Olsen and Kai Bogdanovich to discuss the practical applications of AI in wealth management. They explore the expectations financial advisors have regarding AI, the strategies for implementing AI solutions, and the importance of understanding the limitations of AI technology. The conversation also touches on the current trends in AI usage among financial adv...

We unpack the hype vs. reality of enterprise AI, why that viral “95% of AI pilots fail” headline was misleading, and where adoption is actually working—especially when human teams and focused, vertical tools move in lockstep. We also compare healthcare’s scribe wave with wealth management, and spotlight emerging tools from big banks and big tech.  00:00 Debunking LinkedIn Studies 01:11 The State o...

In this conversation, Mark Heynen and James Cantwell discuss the current state of AI in wealth management. They explore the challenges of CRMs, the importance of data integration, and the evolving role of note-taking technology. The discussion also touches on the impact of AI on productivity and the need for systems of record to adapt to new technologies. They conclude with thoughts on future gues...

In our very first episode of AI for Advisors , Mark Heynen (serial entrepreneur & co-founder of Knapsack AI) and James Cantwell (WealthTechSelect, longtime wealth management consultant) dive into the big questions shaping the future of advice: Can AI really make better judgments than humans? Will financial advisors be replaced by algorithms, or will AI simply become their most powerful tool? H...