AI for Advisors Podcast
Welcome to AI for Advisors with Mark Heynen and James Canwell! Every week, Mark, a serial entrepreneur and co-founder of Knapsack AI, and James, from WealthTechSelect and a longtime wealth management consultant, break down the latest in the world of wealth tech and AI. They bring in guests from the world of AI, WealthTech, Advisors to share diverse perspectives and spice things up.
This channel is designed for financial advisors, WealthTech founders, and anyone curious about the intersection of AI and wealth management.
*Disclaimer: This is not investment advice and is not professionally produced. (And James is not real and not yet sentient – mostly kidding!)
Want to share your perspective? Connect with Mark Heynen and James Cantwell on LinkedIn to be a future guest.
Beyond the Shiny Objects: Max Klein and Mike Wilson on Wealth Tech’s Invisible Layer
Private Markets Go Digital: Infrastructure, Access, and AI with Ryan Eisenman and Jacob Miller
How AI and Automation Are Redefining Growth for Financial Advisors
Advise AI Exhibitor Pitches in Las Vegas
🚨 Emergency Pod: What does the Mili + Redtail integration mean? AI overlays vs AI empowered CRMs
When Humans Beat AI With Matt Morris and Mike Bennett from EncorEstate Plans
Pirates, the Navy, and the Future of Wealth Tech with Orion’s Reed Colley
Is Jump a CRM killer? CEO Parker Ence talks agents and creating a new category on the Kitces map.
How AI Helps Financial Advisors Scale and Grow
Zocks' Secret: Why NOT Recording Calls is a Feature, Not a Bug with Mark Gilbert of Zocks.io
Is Future Proof the Burning Man of Finance? + Kitces Study + The Rise of AI Assistants
AI in practice with Ben Olsen and Kai Bogdanovich
Is AI working? JP Morgan's Coach AI + Microsoft's Empire Strikes Back + Google Finances's AI Reboot
The future of CRMs in the age of AI + are we at peak AI hype?
GPT5 and the Future of Advisors