Spotlight - Season: Season 2

“Technology Supports the Human Being.” – Leveling Up Investment Operations with Jeff Harvey

Posted on June 25, 2026 by Daniel - Video

“It Better Be an Outstanding Experience.” – Using AI to Exceed Client Expectations with Ali Bastani

Posted on June 18, 2026 by Daniel - Video

“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding

Posted on June 9, 2026 by Daniel - Video

“The Way Financial Advice Has to Go.” – Using AI for Scale and Accuracy with Rupert Baron

Posted on May 28, 2026 by Daniel - Video

“The Blend of Curation and Personalization – That’s the Future.” Building Trusted Content with Zoe Coutinho

Posted on May 21, 2026 by Daniel - Video

“What’s Your Family’s Mission Statement?” – Winning the Wealth Transfer and the Advisor’s Evolving Role with Brian Casey

Posted on May 7, 2026 by Daniel - Video

“Make It Great. Make It Brilliant.” – The Innovation Journey with Helen Murdoch

Posted on April 27, 2026 by Daniel - Video

“The Shift Is Tectonic.” – The AI Inflection Point with Lisa Salvi

Posted on April 16, 2026 by Daniel - Uncategorized

“Make It Good. Then AI It.” – Rethinking Advisor Operations with Alex Perovic

Posted on April 8, 2026 by Daniel - Video

“Specialize. Partner. Win.” – The Future of Financial Services Infrastructure with Patrick Salis

Posted on April 1, 2026 by Daniel - Video

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