Jun 3, 2026
Eli Edwards is Head of U.S. Real Estate Equity at Fortress Investment Group. We sat down with Eli to learn about real estate investment strategies with the potential to provide portfolio diversification and tax-advantaged capital appreciation. Eli shares how the development of these strategies has evolved to...
May 19, 2026
Shannon Spotswood is CEO at RFG Advisory, an innovative RIA platform empowering entrepreneurial advisors to build their businesses and own their firms. We sat down with Shannon for a conversation on recent technological innovation driving growth in the wealth management space, and how RFG is providing advisors with the...
May 5, 2026
Dr. Amy D’Aprix, Founder and President of LifeBridge Strategies, has over two decades of experience coaching financial advisors on how to best serve clients as they navigate life transitions such as aging, retirement, and estate transfers. We sat down with Dr. Amy to learn how her LifeMap platform and Trusted Advisor...
Apr 21, 2026
Jeff Ransdell is Managing Director and Founding Partner of Fuel Venture Capital Partners, a tech-focused VC firm creating opportunities for advisors and their clients to invest in high-growth disruptive technologies. We sat down with Jeff to discuss access to private market strategies for individual investors, and learn...
Apr 14, 2026
Trey Prescott is Director of Business Development at Advisory Services Network, a turnkey RIA platform providing custodial and back office infrastructure that allows independent advisors to focus on growth and client relationships. We sat down with Trey at Future Proof Citywide to learn how Advisory Services Network...