Become an "Embedded" Advisor. AI Is Coming for White-Collar Work.
As planning, analysis, and portfolio management get automated, the real value of an advisor is shifting fast—to emotional guidance, embedded insight, and decision-making support.
The Advisor
Some days my writing may be about the art of giving financial advice; some days, the wild journey that is parenting; others, just what’s on my heart and mind. Thank you for being here. I love having you as part of this community.
Dormant Last read · last published · next check
Read 3 days ago and current, but nothing has been published for 15 months.
Latest posts
Coming Home: What Financial Advisors Need to Rethink About Housing
How rising home prices are forcing a rethink on ownership, security, and what “home” really means in 2025.
What Will Advisors Actually Do in 2030?
AI, Niches, and Job Maps
Stop Comparing, Start Living: The Real Wealth is Being Alive
Hey there, friend.
Speaking Freely
Are you the type of person whose mind moves really fast?
3 Things I Liked About Future Proof
A Conference Review
Top Decile Startups Decline 5x—Time for Curiosity
One of my VC’s sent me a surprising note this week. Software companies' growth has been slowing down a lot.
Endless Adventure
Mystical, orange cliffs
Maximizing Wealth Is Not Enough
Executive Summary:
Money in the Now
When I started Elements, I was responding to an initial pain that was born inside of my challenges starting a mid-market RIA, called Dentist Advisors. The average client age was 38, and they were skeptical validators who were trying to make decisions on whether hiring a human was really worth it.