"Yes, please help me with this." When AI isn't threatening—but actually welcomed by your team. How @Cambridge Investment Research built trust through real use cases and early wins. #AI #Leadership #Innovation Building buy-in for AI starts with solving the right problems. Hear how Cambridge got early team support—and even created…
They Didn’t Start with AI. They Started with People. That might sound simple—but in today’s rush to automate, scale, and “transform,” it’s anything but. Cambridge Investment Research, Inc. took a different path. No pink slips. No blown-up workflows. No hollow promises about innovation. Just a clear goal: reduce the time…
🎙️ EP337: Speed, Scale & Zero Layoffs — How Cambridge Integrated AI Without Losing a Single Job What if AI didn’t replace people—but empowered them? In this special Digital Kaizen Series episode of Money Matters, host Christopher Hensley speaks with Valarie Vest, Chief Experience Officer, and Sean Van Moorleghem, Chief…
👥 Is DEI really dead—or just dangerously misunderstood? In the latest episode of Money Matters, I’m joined by workplace culture experts Cornelia Gamlem and Barbara Mitchell to unpack the real drivers behind employee engagement in 2025. We go beyond buzzwords to talk about what inclusion truly means—and how companies are…
Is DEI really dead — or just misunderstood? In this episode of Money Matters, workplace culture experts Cornelia Gamlem and Barbara Mitchell, co-authors of Essentials of Employee Engagement, challenge the headlines and reframe the DEI conversation with clarity and strategy. 💥 Cold Open Preview: “People started calling DEI bad, evil,…
“If you're not getting information... you really don't know.” That’s Fed Chair Jerome Powell today, on the 29th day of the government shutdown — a reminder that even the most powerful decision-makers can be flying blind when the data goes dark. No CPI. No jobs report. No GDP update. Just…
🚨 Can AI actually make financial advisors feel more human—not less? That’s the bold idea Robert J. Sofia CEO of Snappy Kraken, shares in this week’s episode of Money Matters. We break down what “human connection at scale” really looks like in today’s digital-first world—and why it might be the…
What if AI could help financial advisors become more human, not less? In this episode of Money Matters, host Christopher Hensley, RICP®, CES™, sits down with Robert Sofia, CEO of Snappy Kraken, to discuss how artificial intelligence is quietly revolutionizing relationship-building in the financial services industry. They explore: Why AI…
⚖️ When the Fed Speaks Softly, It’s Still Worth Listening In just 33 seconds today, the Federal Reserve did what it often does best: Speak quietly — and move entire markets. The headline? A 25 basis point rate cut. But the story underneath is more human than numerical. Yes, inflation…
“Inflation is the greatest enemy of retirees.” – William Bengen When planning for retirement, most people fear market crashes. But according to the creator of the 4% Rule, there's a bigger, quieter threat: INFLATION 🎙️ In this short clip from our latest Money Matters episode, Bill explains why high inflation…
In this episode of Money Matters, host Christopher Hensley sits down with none other than Bill Bengen, the financial planner and researcher who created the legendary 4% Rule for retirement withdrawals. But what does that rule look like in a world of high inflation, volatile markets, and longer lifespans? 💡…
📢 FedTalk: Powell’s Jackson Hole Signal on Inflation and Tariffs Today at the Kansas City Fed’s Jackson Hole Economic Symposium, Jerome Powell addressed rising tariffs and inflation risk. In this Money Matters: FedTalk snippet, we highlight what he said just hours ago—and why the Fed’s cautious approach is the right…
Most Advisors Are Invisible in AI Search – Here's Why In this clip, Brian Thorp (Founder of @wealthtender ) explains why advisors struggling to be found on Google or ChatGPT are facing a visibility crisis. AI search is replacing traditional search—and advisors who don’t adapt will be left behind. Learn…
🔍 Why Your Next Best Client May Never Call You First — And What To Do About It In this episode of Money Matters, I sit down with Brian Thorp, founder and CEO of Wealthtender, to unpack a radical shift in how clients find financial advisors. AI tools like ChatGPT…
In this video, Christopher Hensley, RICP®, CES™, shares how the shift to virtual advising has transformed the way retirees engage with financial planning. You'll learn how his clients—many of them professors, doctors, and engineers—embraced technology, adapted to virtual meetings, and continue to receive personalized, human-first guidance. Visit www.HoustonFirstFinancialGroup.com to schedule…
Because when the people in charge of monetary policy refuse to flinch, it gives the rest of us permission to slow down and think clearly. Retirees are navigating more than market swings. They’re balancing pensions, Social Security, healthcare costs, and a deep fear of making the wrong move. The last…
“Prospecting shouldn’t feel like speed dating.” It’s not about pitching as fast as possible to as many people as possible. It’s about finding real compatibility—clients you actually click with. That’s what @FINNY_AI AI is built to do: Match advisors with the people they’re most likely to build lasting relationships with—based…
How FINNY AI Helps Advisors Grow Without Guesswork | Eden Ovadia & Victoria Toli Description: While many advisors are still relying on referrals, FINNY AI is quietly redefining prospecting. In this special episode of Money Matters, I sit down with FINNY’s co-founders Eden Ovadia and Victoria Toli to uncover how…
🎙 EPISODE 331 – How Voice-Aware AI Gives Financial Advisors 500 Hours Back What if your next assistant didn’t need a desk… or even a keyboard? In this special episode of Money Matters, I sit down with @Arnulf Hsu, founder of @GReminders, to explore how voice-aware AI is quietly revolutionizing…
🎙️ What if the next voice message you got… wasn’t really them? In this special edition of the Money Matters podcast, I sit down with Whitney Joy Smith, one of Canada’s top private investigators, to explore how deepfakes and voice-based fraud are rewriting the rules of trust. Whitney shares jaw-dropping…
“Think you can spot a fake video? Most people can’t. Whitney Smith can. She’s a private investigator, and what she reveals about deepfakes and human behavior is chilling. Whitney was one of the very first contributors to the Digital Kaizen series, and her insights were so powerful that they’re being…
Most people aren’t overwhelmed because they lack tools — they’re overwhelmed because their thoughts are scattered. In this 60-second snippet, I’ll show you how to build a “second brain” using just Google Docs, NotebookLM, and a few powerful prompts. This is a small piece of a larger system I call…
Most people are overwhelmed—not because they lack tools, but because their thoughts are scattered. In this 60-second clip, I’ll show you how to build a second brain using nothing but a Google Doc, NotebookLM, and a few powerful prompts. This is just a taste of what’s inside Digital Kaizen—my upcoming…
Unlock Your Potential: Why Now’s the Time to Bet on Yourself Yesterday, Jerome Powell—yes, the Fed Chair—stood in front of a sea of bright-eyed Princeton grads and offered a truth I wish more people heard earlier in life: “If you're not failing from time to time, you're not asking enough…