Why Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be the Ones Still Standing Tomorrow
If you are not already questioning the core assumptions behind your advisory practice, this episode may give you the push you need.
In this episode, Mike Langford welcomes Steve Lockshin, founder of AdvicePeriod and Vanilla, for a wide-ranging conversation about how financial advisors can and should evolve their practices. Steve challenges long-held industry beliefs and offers a bold perspective on how estate planning, AI, tokenization, and new pricing models are shaping the future of wealth management.
While Steve is widely known for his success as an advisor and entrepreneur, it is his passion for solving real problems that stands out. His focus on estate planning, for example, began as a differentiator but has become a defining element of the value he brings to clients and the tools he builds.
Whether you are a financial advisor, a fintech executive, or someone thinking about where this industry is headed, this conversation will challenge your thinking and help you reimagine what great advice looks like.
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What You’ll Learn in This Episode
Why Steve believes the traditional AUM model is broken, and what pricing structures better reflect true client value
How estate planning became a key differentiator in his advisory business, and why more advisors should embrace it
The opportunity to serve high-net-worth clients without managing their portfolios
How AI will extend an advisor’s capabilities by automating tasks, surfacing opportunities, and personalizing service
Why tokenization will fundamentally change how client data is accessed and shared
How younger investors and clients will reshape the advisor-client relationship in the coming years
What advisors can do today to stay relevant in an increasingly tech-enabled world
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