Tag: Technology
The AI Revolution and the Future of Wealth Management (Ep. 90)

The AI Revolution and the Future of Wealth Management (Ep. 90)

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The financial industry is transforming at breakneck speed—are you ready for what’s next?

Fresh from the Future Proof Conference in Huntington Beach, where over 4,500 professionals converged to discuss the future of finance and technology, in this episode of Smart. Money. Simplified, Brent Mekosh explores the most important insights shaping the industry. Discover how AI is revolutionizing financial services, creating new efficiencies, and changing the way advisors serve their clients. 

Brent explores the practical steps advisors can take to leverage AI for stronger client relationships, why organic growth still outshines acquisitions, and how to prepare for the Great Wealth Transfer that will redefine wealth management.

Key Highlights:

  • How AI is revolutionizing the financial services industry — and what it means for your business
  • Practical ways to use AI to enhance client relationships and maximize efficiency
  • Why organic growth still matters more than acquisitions in the financial industry
  • Preparing your firm for the Great Wealth Transfer and its ripple effect on financial services
  • The importance of balancing work and family while building a client-centered business
  • Actionable strategies to prepare your firm for the future of finance
  • And more!

Connect with Brent Mekosh:

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Revolutionizing Finance: How AI is Shaping Investment Strategies with Ravi Koka (Ep. 88)

Revolutionizing Finance: How AI is Shaping Investment Strategies with Ravi Koka (Ep. 88)

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AI has exploded into our lives, moving from theoretical to practical applications in record time. 

Remember the days when Siri was clunky and unreliable? Now, AI tools like ChatGPT are seamlessly integrated into our workflows, offering unprecedented capabilities.

This week on Smart. Money. Simplified, Brent Mekosh dives into the world of artificial intelligence with serial entrepreneur Ravi Koka, founder and CEO of Stocksnips. Together, they explore the seismic shifts AI is causing in finance and beyond, including its role in revolutionizing investment strategies and market behaviors. 

Talking points include:

  • The history and resurgence of AI and the exponential growth in computing power
  • The practical applications of AI in natural language processing and investment strategies
  • The creation and success of the Stocksnips ETF and its reliance on AI-generated investor sentiment
  • The potential risks and ethical considerations surrounding AI technologies
  • And more!

Connect with Ravi Koka:

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About Our Guest:

Over the last 20 years, Ravi Koka has focused his research on simplifying the building and maintenance of enterprise applications. During this time, he played a key role in leading the research and development of various tools and methods for the incremental transformation of legacy systems. More recently, Ravi has led research on implementing Service-Oriented Business Applications and collaborated with several large Fortune 1000 enterprises to implement applications at significantly lower costs than traditional methods. His current research areas include digital transformation, microservices design, and AI applications.

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Episode 80 Special: Leveraging AI to Transform Public Safety with Oracle’s Steve Seoane

Episode 80 Special: Leveraging AI to Transform Public Safety with Oracle’s Steve Seoane

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Are you curious about how technology is revolutionizing public safety and law enforcement?

In this milestone episode, Brent Mekosh welcomes Steve Seoane, Senior Vice President and General Manager of Oracle State and Local Government, to discuss the evolving landscape of public safety technology. 

They explore the challenges experienced by law enforcement, the advancements made by Oracle, and the vision for a more efficient and effective public safety system.

Talking points include:

  • Introduction to public safety challenges and the role of technology in addressing these issues
  • Steve’s career journey from the Naval Academy to leading Oracle’s public safety solutions
  • The implementation and benefits of real-time data and AI in law enforcement
  • The future vision of public safety with drones, real-time situational awareness, and advanced command center
  • And more!

Resources:

Connect with Steve Seoane:

Connect with Brent Mekosh:

About Our Guest:

Steve Seoane is senior vice president and general manager of Oracle’s State and Local business unit.  He is responsible for leading a worldwide team in sales, services, product development, R&D, industry strategy, marketing, and support for mission-critical applications and services designed for local government.

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True Entrepreneurship: Scaling a Business for Meaningful Impact with Kristen Shroyer (Ep. 76)

True Entrepreneurship: Scaling a Business for Meaningful Impact with Kristen Shroyer (Ep. 76)

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Many believe that quality wine and philanthropy are paths that rarely cross.

ONEHOPE Wine challenges this misconception head-on, proving that every sip can indeed contribute to a greater cause. 

This week on Smart. Money. Simplified, Brent Mekosh is joined by Kristen Shroyer, Co-Founder and Chief Impact Officer at ONEHOPE Wine. Together they uncork the journey of turning a passion for wine into a powerful force for global change. 

Tune in and explore Kristen’s entrepreneurial adventure in the wine industry, the challenges and breakthroughs of scaling a business, and how each bottle of wine sold contributes to meaningful causes worldwide.

Talking points include: 

  • The origins and mission of ONEHOPE Wine
  • Overcoming industry challenges and the transition to an independent RIA space
  • The importance of aligning business with philanthropy
  • Insights into entrepreneurship and growing a purpose-driven brand
  • And more!

Connect with Kristen Shroyer:

Connect with Brent Mekosh:

About Our Guest:

Kristen Shroyer is a highly accomplished and committed executive with over 16 years of extensive experience in the wine industry. As the Co-Founder of ONEHOPE Wine, Kristen has a proven track record in building and nurturing partnerships, empowering women through wine, leading marketing initiatives, and driving sales strategies. She is passionate about combining business growth with positive social impact, with over $10 million donated to over 40,000 nonprofits to date. 

Kristen is skilled in leading diverse teams and managing national accounts. Dedicated to giving back to the community, she serves in various volunteer roles and has been recognized with numerous honors and awards for her contributions to the industry and community.

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2023 Debrief and Expectations for 2024 with Brent Mekosh and Bill Tucker (Ep. 65)

2023 Debrief and Expectations for 2024 with Brent Mekosh and Bill Tucker (Ep. 65)

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2023 has been a remarkably eventful year, marked by dynamic shifts in financial markets, economic events, and political developments.

Join Brent Mekosh as he shares his insights into the key highlights of this period, including crucial conversations taking place among clients. 

What’s to come for 2024?

Brent shares his outlook, too!

Brent discusses:

  • Recent trends in equities, fixed income, inflation, and interest rates
  • How the debt refinancing in 2024 may impact the Fed’s actions
  • The potential impact of AI on society moving forward
  • A critical look at the traditional college education system and student loan policies
  • And more!

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Direct Indexing: The Next Big Thing in Investing? with Sirion Skulpone (Ep. 43)

Direct Indexing: The Next Big Thing in Investing? with Sirion Skulpone (Ep. 43)

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With tax season being over, you know how much your investments cost in terms of tax losses.

Thankfully, there are ways to mitigate those losses next year.

In this episode, Brent Mekosh speaks with Sirion Skulpone, the managing director at Goldman Sachs Asset Management. Sirion explains everything you need to know about direct indexing, tax management, investment planning, and capital gains.

Listen in as Sirion shares the strategies you need to leverage acceptable losses and focus on future gains while shedding light on the role of technology and data when it comes to supporting different investment alternatives.

Sirion discusses:

  • The truth about tax management
  • How investors can benefit from market volatility
  • Ways business owners can decrease the taxation on the future sale of their business through existing losses
  • Ways to incorporate existing stocks within your investment plan without a high taxation
  • And more!

Connect with Sirion Skulpone:

Connect with Brent Mekosh:

About Our Guest:

Sirion Skulpone serves as the managing director at Goldman Sachs Asset Management. She’s also the head of client portfolio management, custom equity, and direct indexing. 

Sirion is highly focused on client engagement and education, portfolio customization, business strategy, and product development.

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Fast-tracking Diagnostics with Ceribell’s EEG Headbands: A Conversation with Nate Hill (Ep. 39)

Fast-tracking Diagnostics with Ceribell’s EEG Headbands: A Conversation with Nate Hill (Ep. 39)

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Most electroencephalogram (EEG) machines require trained technicians and electrodes placed directly on the patients, usually with their heads shaved. The time it takes to prepare, do the test, and understand the results takes time away from the patient’s treatment.

But it doesn’t have to be like that anymore.

In this episode, Brent Mekosh speaks with Nate Hill, the territory manager at Ceribell, about the innovative EEG technology the firm focuses on and its future within the neurology industry. Nate reveals the problem with existing EEG machines and Ceribell’s approach to creating ease of use while considering the patient’s needs.

Nate talks about:

  • Ways Ceribell focuses on making EEG widely accessible, more efficient, and more cost-effective to improve the patient’s diagnosis and treatment
  • The problem with current neurological testing outside of banking and office hours
  • From a medical standpoint and the patient’s experience: Ways the firm differentiates itself from existing EEG machines 
  • The lessons he learned from working in a startup company
  • And more!

Resources:

Connect with Nate Hill:

Connect with Brent Mekosh:

About Our Guest:

Nate Hill is a Territory Manager for Ceribell, covering Arizona, New Mexico, and West Texas. He has extensive sales experience in Technology and Healthcare.

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The Future of Cardiology: How Mobile Technology is Changing Healthcare with Chief Medical Officer Jay Shah from Aktiia (Ep. 38)

The Future of Cardiology: How Mobile Technology is Changing Healthcare with Chief Medical Officer Jay Shah from Aktiia (Ep. 38)

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How much do you know about the cardiology industry?

Have you thought about how many opportunities you need to transition away from your current position and grow within this or any other field?

In this episode, Jay Shah, the Chief Medical Officer at Aktiia, joins Brent Mekosh to unveil the medical aspects behind cardiology and the heart. Jay details the utilization of technology within the medical industry while highlighting his journey from a secure position to exploring growth opportunities at a startup.

Jay discusses:

  • What made him get into the cardiology world
  • Heart diseases as ‘silent killers’
  • The importance of exploring new opportunities to grow professionally
  • Using numbers and data points to monitor our health and daily choices 
  • Aktiia’s technological solution to track blood pressure patterns 
  • How his role at a startup differs from his title role
  • The value of physician leadership within the healthcare industry 
  • And more!

Connect with Jay Shah:

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About Our Guest:

Jay Shah is a seasoned physician leader with over 15 years of progressive and diverse experiences in the medical field within academic, clinical, and teaching environments, as well as building medical businesses and service lines.

As the Chief Medical Officer of Aktiia, Jay is part of a transformative company empowering providers and patients to improve the diagnosis, monitoring, and treatment of hypertension.  A condition that affects nearly 1 in 2 American adults and over 1 billion people around the world.

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The Future of Human Interaction will be Based on Trust with Geoff Hudson-Searle (Ep.26)

The Future of Human Interaction will be Based on Trust with Geoff Hudson-Searle (Ep.26)

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Technology has advanced almost to the point of doing our jobs for us. What will happen to human interaction without the human part?

In this episode, Brent Mekosh is joined by Geoff Hudson-Searle, Independent Digital Non-Executive Director, C-Suite Executive, Serial Business Advisor for Growth-Phase Tech Companies, and best-selling author. Together, they unpack the value of using technology to connect and not separate while detailing technology’s impact on human interaction and communication from a personal and professional perspective. 

Geoff discusses:

  • How technology impacts trust within the workplace
  • Ways the pandemic advanced the use of technology
  • Why going fully digital isn’t a great idea
  • What does Gen Z look for in a business after growing up with technology
  • And more!

Resources:

Connect with Geoff Hudson-Searle:

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About Our Guest:

Geoff Hudson-Searle is an independent non-executive director across regulation, technology, and internet security, a C-Suite executive on private and listed companies, and a serial business advisor for growth-phase tech companies.

With more than 30 years of experience in international business and management, he is the author of five books and lectures at business forums, conferences, and universities. He has been the focus of TEDx and RT Europe’s business documentaries across various thought leadership topics and his authorisms.

Geoff is a member and fellow of the Institute of Directors, an associate of The International Business Institute of Management,  a co-founder and board member of the Neustar International Security Council (NISC), and a distinguished member of the Advisory Council for The Global Cyber Academy. He holds a master’s degree in business administration.

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Building Connections Through Social Media with Ella Mae (Ep.23)

Building Connections Through Social Media with Ella Mae (Ep.23)

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Social media has become a staple in society, from young children to corporate executives. How can you build relationships with the people who can push you further through social media?

In this episode, Brent Mekosh is joined by Ella Mae, CEO of One Degree, on developing relationships through social media and connection building. Ella reveals how to start creating connections, tips to build relationships through direct messaging, and how to increase your viewer base. 

Ella discusses:

  • How she became a Super Connector
  • The key to starting business relationships
  • Why relationship building is essential for young entrepreneurs
  • How she decompresses from technology with a social media-based business
  • And more!

Resources:

Connect with Ella Mae:

Connect with Brent Mekosh:

About Our Guest:

Ella Mae is the founder of One Degree where she helps entrepreneurs who are scaling by connecting them with vetted vendors. She’s the host of The One Degree Show Podcast and loves spending time in nature in sunny Phoenix, AZ.

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