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Full Stack or Best of Breed? Ritik Malhotra @ Savvy Wealth
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Kitces on AI, Productivity, and the 10 yr Outlook
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Jason Wenk on Altruist's Playbook for AI + Custody
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Onboarding Without the Paperwork Hell: Flextract’s Rajesh Jayaraman on AI Document Processing
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Beyond the Shiny Objects: Max Klein and Mike Wilson on Wealth Tech’s Invisible Layer
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Private Markets Go Digital: Infrastructure, Access, and AI with Ryan Eisenman and Jacob Miller
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Using AI to Attract & Retain Clients with Victoria Toli @ Finny and Arnulf Hsu @ GReminders
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Advise AI Exhibitor Pitches in Las Vegas
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Joe Moss on AI overlays vs AI CRMs
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When Humans Beat AI With Matt Morris and Mike Bennett from EncorEstate Plans
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Pirates, the Navy, and the Future of Wealth Tech with Orion’s Reed Colley
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Is Jump a CRM killer? CEO Parker Ence talks agents and creating a new category on the Kitces map.
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How AI helps financial advisors scale and grow with Dr Sindhu Joseph & David Decelle
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Mark Gilbert @ Zocks + Are notetakers building CRMs? + Wealthbox & Hazel
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Is Future Proof the Burning Man of finance? + Kitces study + the rise of AI assistants
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AI in practice with Ben Olsen and Kai Bogdanovich
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Is AI working? + JP Morgan's Coach AI + Microsoft's Empire Strikes Back + Google Finance's AI Reboot
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The future of CRMs in the age of AI + Are we at peak AI hype?
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Episode 1: GPT5 & the future of advisors
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