The Modern Advisor Podcast

Cambridge Investment Research has been one of the early pioneers bringing AI into financial advising. In this episode, Chris Arnold and Mark Gilbert talk with Erica Molina , VP of Product Management at Cambridge, about how her team turned AI strategy into action—from giving advisors back their time to completely rethinking how firms operate at scale. Erica breaks down Cambridge’s “AI-first” vision...

In this episode, host Chris Arnold is joined by Mark Cecchini, Partner at Quadrant Capital, to discuss how technology and AI are transforming the role of the modern financial advisor. Mark brings a unique perspective — having worked at startup wealth-tech companies before joining an independent RIA managing nearly $2 billion in assets. He shares how his practice leverages tools like eMoney, Addepa...

In this episode of The Modern Advisor Podcast, host Chris Arnold sits down with Charesse Spiller, founder of LevelBest and creator of FinOps Co-op, to dive into how financial advisors can harness technology to drive operational excellence and scale their practices effectively. Charesse shares her expert insights on:• Essential technology audits advisors must perform regularly.• Leveraging AI tools...

Host Chris Arnold talks with Chelsea Ransom-Cooper, Chief Financial Planning Officer at Zenith Wealth Partners, about building scalable processes while serving 300+ families and nonprofits with a team of nine. Chelsea shares her journey from meeting co-founder Jason through a LinkedIn connection to building a comprehensive wealth management firm during the pandemic. Now specializing in equity comp...

Host Chris Arnold sits down with Samuel Deane, founder of Rora Wealth, to explore how technology enables advisors to build scalable lifestyle practices while implementing values-based investment strategies. Samuel shares his entrepreneurial journey, starting his firm at age 26 with just $10-15K - made possible by modern SaaS tools. He recently rebranded to Aurora Wealth, honoring his Guyanese heri...

In this episode of The Modern Advisor podcast, host Chris Arnold sits down with Jake Northrup, founder of Experience Your Wealth, to explore how advisors can build custom AI solutions while deepening the human elements of financial planning that technology can't replace. Jake brings a unique perspective on team building and client experience, having grown his practice to serve 75 clients across te...

In this episode of The Modern Advisor podcast, host Chris Arnold sits down with Kris Barney, founder of 30-40 Wealth Partners, to explore how financial advisors are leveraging AI and technology to enhance client service delivery while maintaining the personal touch that sets boutique practices apart. Kris brings a unique perspective to the conversation, having spent a decade in tech startups and i...

In this inaugural episode of The Modern Advisor podcast, Presented by Zocks , host Chris Arnold sits down with Bryan Hasling of Modern Financial Planning to explore the evolving technology landscape for financial advisors. Bryan shares insights from running a virtual wealth management firm serving 65+ tech professionals across the Bay Area and East Coast, managing nearly $90 million in assets. The...