Short Answers to the Questions That Actually Come Up.
One question, one answer, about a minute each. Retirement tax timing, Roth conversions, inherited IRAs, and the estate decisions that are easier to get right early than to fix later.
The missing piece in most retirement plans
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From Behind The Curtain Finance.
Thomas also hosts a podcast for other advisors about how financial advice is changing. Different audience, but the thinking behind the planning is the same.
Can AI Act as a Professional Coach for Financial Advisors?
Fernando San Martin on advisors using AI to review their own client meetings, spot blind spots, and improve over time.
Can AI Find Tax-Saving Opportunities You Might Miss?
Why tax-saving opportunities hide in plain sight — and what changes when the tax return, client information, and financial plan are finally read together.
How Do You Build a More Transferable Advisory Business?
Fernando San Martin on why centralised client data is what makes an advisory firm possible to hand over — and what that means for continuity.
How Much Time Can AI Save Financial Advisors?
Five extra hours a week is the easy part. The clip's argument is about what an advisor does with the time that comes back.
Why Did Altruist Build a Tax Planning Tool First?
Taxes touch nearly every major financial decision but get treated as an annual chore. That gap is why tax planning became Hazel's first major AI feature.
Stop Handing Clients Off NOW!
Nobody wants to be passed to someone else in the middle of a big financial decision. What changes when the advisor stays in the room the whole way.
The BEST Client Calls Start Like THIS
“We could save you money right now” is a good reason to pick up the phone. Refinance monitoring is what makes that call possible.
Mortgage Rates Matter a LOT MORE Than You Think!
A candid industry argument: if an independent advisor cannot compete on mortgage pricing, the client relationship is lost before the conversation starts.
The 3 Minute Content Rule
Matt Halloran on why short, focused video wins: one idea, one takeaway, and a real conversation rather than a production.
Where REAL Value in Financial Advice is Moving
Some things advisors used to charge for are getting harder to justify. The clip's argument is that value is moving to the liability side of the balance sheet.
Your AI Advisory Board
Matt Halloran built himself an AI advisory board for second opinions. It does not replace real advice — but it does change how you think about a decision.
The BIG Shift Advisors Are MISSING!!
Most advisors say holistic and stop at investments. Max Lane, CEO of Flourish, on the move from planning across the full picture to actually implementing across it.
Garbage In, Garbage Out
When AI is not useful, the problem is often the question rather than the tool. Why clear input is the whole game.
Download Your Free Guide.
This quick guide will help you understand what to look for, what to question, and what a real financial plan should feel like—so you can move forward with life.
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Grab 30 minutes with us—we’ll talk through where you stand today, where you’d like to be, and together figure out if we’re the right fit for each other.