Strategist | Board Director | Author

Joined November 2020
20 years of bull markets may be hiding cracks in U.S. wealth management—if a downturn hits, weaknesses will show. On my latest podcast, Sam Kendree (@WealthFeedAI) warns: time for advisors to rethink how they find and serve clients before the next adjustment.
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Imagine $84 trillion moving. Sam Kendree pulls back the curtain on WealthFeed’s AI — spotting inheritance transfers as they happen, arming advisors to facilitate the generational wealth shift. This is next-gen wealth management. @WealthFeedAI
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Replying to @WealthFeedAI
@WealthFeedAI is one of the few AI startups actually moving the needle in U.S. wealth management, where most big firms are stuck on pilots with little ROI (MIT study). Here's co-founder and CEO Sam Kendree from a recent conversation on the Mailander Podcast.
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What happens when an S&P 500 fintech giant partners with ambitious innovators? Sam Kendree (CEO and co-fouder of @WealthFeedAI) on Mailander Podcast reveals how Broadridge’s investment is fueling next-level lead discovery for U.S. wealth managers. Full episode out now on YouTube, Spotify, and Audible.
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What happens when AI can do in seconds what entry-level analysts did in weeks? We're watching it unfold right now at Goldman Sachs, Accenture, and EY. Chris and @themmarquez on the great repositioning.
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Stop using AI like it's 2010 tech. If you're just slapping AI onto old workflows, you're missing it. @themmarquez , founder of FlipWork, and formerly Goldman Sachs, Bank of America, EY, and Google, shares why big companies still don’t get it.
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From Goldman Sachs to Google to founding FlipWork— One thread through it all: How do you stay human inside complex systems? @themmarquez on reimagining work in the AI era.
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AI diagnosed @ethanmonkhouse with mild OCD by analyzing the placement of objects in his photos over time. No prompting. No medical history. Just pattern recognition across his digital footprint. We're entering an era where machines understand us better than we understand ourselves—through signals we don't even know we're sending.
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When you test your own AI on yourself and it reveals childhood trauma you've never discussed publicly, you realize we've crossed a threshold. @ethanmonkhouse's experience with his own AI platform raises profound questions about privacy and what we can unknowingly reveal about ourselves.
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