The Investipal Podcast

John O’Connell is the founder of The Oasis Group , a leading consultancy helping RIAs, IBDs, and asset managers build the tech stack of the future. With over 30 years of experience at firms like Merrill Lynch, KPMG, and Oracle, John brings a rare blend of sales, tech, and executive insight to the wealth management space. At Oasis, he now advises firms on tool selection, AI strategy, and how to sca...

Doug Fritz is the co-founder and Executive Chairman of F2 Strategy , North America’s leading wealthtech consulting firm. After a career as CTO and technology leader at Credit Suisse, Wells Fargo, and First Republic, Doug launched F2 Strategy to help RIAs, family offices, banks, and trust companies navigate technology, data, and M&A decisions with hands-on industry expertise. In this episode, w...

Andrew Ladwig is the Director of Business Development at Wealthbox, a CRM purpose-built for financial advisors. With 15 years in the industry—from wholesaling to roles at Advyzon and Wealthbox—Andrew brings a broad perspective on how firms are using technology to build more efficient, client-centric practices. In this episode, we talk about why CRMs often fail, how workflows, integrations, and dat...

Venu Reddy is the President of FBS Securities, co-founder of 42VC, and author of The Ultimate Guide to Cash Balance Plans . In this episode, Venu shares his journey from Wall Street to launching his own RIA and VC firm—and why he's now focused on helping high earners and business owners build smarter retirement strategies. We dive deep into cash balance plans (CBPs) and how they compare to 401(k)s...

Kabir Sethi is the former Chief Product Officer at LPL Financial and a veteran of Merrill Lynch and Bank of America. In this episode, Kabir shares what he's learned leading product at some of the largest firms in wealth management—and where he sees the future going. We discuss the challenge of getting advisors to adopt new tech, what drives buy vs. build decisions at big firms, and how AI agen...

Matt Reiner is the Managing Partner at Capital Investment Advisors and Wela Strategies, and the creator of Future Proof Advisor. In this episode, Matt shares his journey growing a multi-billion-dollar advisory firm, launching a tech startup, and what he learned from shutting it down. We talk about the future of financial advice, including how AI and virtual reality will transform advisor workflows...

Brendan Frazier is the Chief Behavior Officer at RFG Advisory and the host of The Human Side of Money podcast. In this episode, Brendan shares his journey from sales to financial planning, and why he believes emotional intelligence—not technical skill—is the future of the industry. We talk about how technology is reshaping the advisor’s role, why connecting with clients on a human level matters mo...

Cary Carbonaro is a financial advisor, author, and women’s wealth advocate. In this episode, she shares how she got started in finance, what it was like working in a male-dominated industry, and why she’s focused her career on empowering women. We talk about the upcoming $30 trillion wealth transfer, how women think differently about money, and what advisors can do to better connect with female cl...

Ariel Lee built her financial advisory practice primarily from LinkedIn, growing one of the largest followings of any advisor on the platform today. In this episode, she shares her unconventional path from automotive finance to wealth management, the financial pitfalls she witnessed, and how those experiences shape her approach to advising clients. We also discuss marketing on LinkedIn, the power...

Jeremiah Desmarais is the CEO of Advisorist and a member of the Forbes Coaches Council. He’s helped over 10,000 financial advisors and insurance agents grow their practices—and in this episode, he shares exactly how. We talk about the journey from scrappy startups to billion-dollar exits, the evolution of advisor marketing, and why the shift from “advisor” to “coach” is changing the game. Jeremiah...

Derek Kinney is the founder of the Good Money Framework and Success for Advisors, drawing from his experience as a Forbes top 1% advisor. In this episode, Derek shares insights from his unconventional journey, including how community engagement helped him scale his advisory practice. We discuss effective marketing strategies, practical ways to identify your ideal client by focusing on relatable pa...

Noah Damsky is the founder of Marina Wealth Advisors , a boutique wealth management firm specializing in alternative investments and tailored financial planning. With a career that spans roles at renowned institutions like PIMCO, Bessemer Trust, and the Los Angeles County Pension Fund, Noah brings a unique perspective to the world of private markets and wealth advisory. In this episode, Noah share...

Tim Welsh is the president of Nexus Strategy, a consulting firm dedicated to helping financial advisors grow their businesses. With a career spanning roles at Merrill Lynch and Schwab, Tim has been at the forefront of practice management and the evolution of the wealth management industry. In this episode, Tim shares his journey from Wall Street to launching Nexus Strategy, offering insights into...

Dave Thornton is the CEO and co-founder of Vested, a platform designed to help startup employees unlock the value of their stock options. In this episode, Dave dives into the complexities of stock options, the challenges of providing liquidity for startup employees, and how Vested is bridging the gap by offering innovative funding solutions. We also discuss the evolving private markets, the role o...

Corey Hoffstein is a quantitative researcher, portfolio manager, and financial innovator. In this episode, Corey shares his insights on return stacking, the overlooked impact of rebalancing timing, and how to find alpha in increasingly efficient markets. We also explore his views on trend following, the 13-month momentum anomaly, and how his innovative ETF strategies are reshaping portfolio constr...

Jared Dillian is a writer, trader, musician, entrepreneur and educator. In this episode, Jared shares his views on the potential $8 trillion private equity bubble, the current market environment, and how the relationship between time and money impacts financial success. We also discuss his views on commodities, investing strategies, personal finance tips and his books including his upcoming collec...

Brent Beshore is the CEO and founder of Permanent Equity, a private equity fund uniquely focused on the long-term. In this episode, we dive into Brent’s journey into private equity, the value of operational experience as an investor, the diligence process, leadership, and the importance of long-term relationships and compounding. Enjoy our conversation with Brent Beshore. ---- Links: The Investipa...

Diana Cabrices is the founder of Diana Cabrices Consulting and the wealth industry's first Chief Evangelist, helping firms establish a strong brand presence to attract and retain clients. In this episode, we dive into Diana's journey into brand evangelism, the importance of building relatability as a financial advisory, how to both scale trust and drive better client engagement in a digita...

Justin Castelli is multifaceted. He is the founder of RLS Wealth, the AGC, and PRST, as well as the host of the LifeDesign+ podcast. He is a speaker, a poet, and a strong advocate for living an authentic life and helping others to do the same. In this episode, we explore Justin's journey to authenticity, his approach to client relationships, and how he encourages clients to pursue their intere...

Travis Freeman is a partner at a $30 billion RIA and author of Make Your Money Work and The Fortune of Youth , his newest release that explains how time is the greatest asset for building wealth. In this episode, we talk about Travis's journey from a life-changing accident to becoming a top financial advisor. We also discuss his experience building a startup, how he approaches marketing, the f...

Christian Faes is the CEO of Faes & Co, an investment firm specializing in private credit, and the founder of F2 Finance and LendInvest, a publicly traded UK digital mortgage lender. In this episode, we discuss Christian’s journey from law to entrepreneurship, the evolution of financial sector disruption, the rise of private credit, and the advantages of specialized lending. Additionally, Chri...

Meb Faber is the co-founder and Chief Investment Officer of Cambria Investment Management, host of the Meb Faber Show podcast, and an accomplished author of numerous books and white papers on investing. In this episode, Meb discusses the legacy of Jim Simons and the impact of Renaissance Technologies on quantitative investing. He dives into the value of trend following and global diversification i...

Tim Bickmore is Co-Founder and Director of Financial Planning at LBW Wealth Management and Co-Founder at Hyphaway, a modern financial planning software with data at its core. In this episode, Tim shares why proper data architecture and classification is hard to get, how that impacts financial planning, common mistakes made by advisors and clients in financial planning, tax optimization strategies,...

Jamie Shulman is Co-Founder and Fund Manager at Meriwether Group Capital, a private commercial lending company focused on providing growth capital to lower middle market businesses. After 25+ years in banking and lending, Jamie has built a track record of delivering top tier results to businesses and their shareholders, and developed deep expertise in private credit. In this episode, Jamie shares...

Shana Sissel is the Founder, President & CEO of Banrion Capital Management, an alternatives technology platform helping to simplify investing in alternatives for advisors and assessment managers. She’s a frequent speaker and contributor to major outlets like CNBC, Fox Business Network, Bloomberg and the TD Ameritrade Network. And she’s a fierce advocate for women in finance. In this episode, w...