The FutureProof Advisor

Most firms focus on keeping up. The best ones focus on staying ahead. Erin Voisin, CFP?, EA, MS, CDFA?, ChFC? of EP Wealth Advisors shares how her firm is challenging the status quo—rethinking client segmentation, refining internal processes, and developing leaders to drive sustainable growth. From dedicated decompression days that enhance productivity to postmortems that sharpen execution, EP Wealth is building a firm designed to thrive in the future. Leadership development isn’t an afterthought—it’s a priority. Erin breaks down how investing in people and culture creates a foundation for long-term success. If you’re looking for insights on future-proofing your firm, this conversation is one you won’t want to miss. Erin, you always bring such great insight! This episdoe is filled with so much information - you don't want to miss it! Listen here: https://bit.ly/4j4KL4D

We focus so much on having the right answers—but what if better questions are the real key to deeper connections? This week, I explore how shifting from fact-based questions to ones that uncover emotions and intentions can strengthen relationships—especially in wealth management. Technology gives us instant answers, but it’s weakened our curiosity. A few simple ways to improve conversations: ?? Ask for permission before diving deeper. ?? Embrace silence to allow honest responses. ?? Clarify instead of assuming to create real understanding. Great conversations start with great questions. What’s one of the best questions you’ve ever been asked? Listen here: https://lnkd.in/dWRpEhxr

Listening is often underestimated, but it’s one of the most powerful tools for building trust and meaningful relationships—both professionally and personally. Matt Halloran, author of Shut the F Up and Listen, joins The FutureProof Advisor to share insights on how deep listening can transform leadership and client interactions. Drawing from his unique background in therapy and financial services, Matt emphasizes how silence and thoughtful pauses can create space for richer conversations. Actionable takeaways: ?? Silence isn’t awkward—it’s an opportunity to invite deeper, more thoughtful dialogue. ?? Tailor your listening approach based on the communication style of the other person. ?? Listening is an act of love—it shows others they are seen, heard, and valued. So, how are you incorporating deep listening into your leadership style? Listen here: https://bit.ly/4bNpYQM

Curiosity is the key to deeper connections — but it's becoming a lost art. In the latest FutureProof Advisor Podcast, I talk about how asking better questions can transform conversations and build stronger relationships. 3 ways to level up your conversations: ?? Ask feeling-based questions to uncover what truly matters. ?? Gain permission to explore deeper topics and foster trust. ?? Use active listening to ensure clarity and connection. Better questions lead to better relationships — and better relationships future-proof your business. Listen now: https://bit.ly/41yEjMu

Success in advisory isn’t just about working harder—it’s about working smarter. I sat down with Eric Sheerin AIF? from Dogwood Wealth Management to discuss how he built a fast-growing, scalable firm and his approach to sustainable growth. 3 key takeaways from this episode: ?? Build the right team – Success comes from playing to strengths and trusting your people. ?? Stay ahead of change – The best advisors anticipate industry shifts, not just react to them. ?? Set clear goals – Growth happens with intention, structure, and accountability. Scaling isn’t about quick wins—it’s about building a lasting foundation. What’s been the biggest factor in your firm’s growth?

The podcast is officially back—and I couldn’t be more excited! This evolution is all about helping advisors future-proof themselves. We’re diving deep into what top advisors are doing to stay ahead, and I’ll also be doing solo episodes to explore how we can sharpen our mindset, create leverage, and keep innovating. And with this relaunch, I made a big decision. For a while, I’ve had a vision of having my kids introduce me at the start of each episode. I went back and forth on it—some might say it’s too personal, or that it’s not the “right move.” But here’s the thing: family is my core value. It drives everything I do, both personally and professionally. My work, my mission, and my reason for being are all intertwined with who I am as a father. So, I went for it. And my favorite part of the new intro? The ending—I think you’ll see why. ?? Excited for this next chapter. Let’s keep growing, learning, and future-proofing together. Listen here: https://bit.ly/4ijVPe9

As we wrap up another awesome year of Bridging the Gap Podcast, I want to thank all of my amazing guests for their invaluable insights and conversations! All of my guests have helped to make this podcast platform for learning and growth. Here are 5 books that my guests shared: -- Building a Second Brain by Tiago Forte? -- Limitless by Jim Kwik? -- Finding Flow by Mihaly Csikszentmihalyi? -- Traction by Gino Wickman? -- Essentialism: The Disciplined Pursuit of Less by Greg McKeown There are so many great books shared on the podcast - THANK YOU for being part of this amazing year. 2025 brings new guests and a new twist to the podcast! Stay tuned! Listen here: https://lnkd.in/en7z7cnN

As we approach the season of gratitude, I want to take a moment to thank the incredible guests, listeners, and subscribers of Bridging the Gap Podcast. Your support and engagement have been essential in helping the industry navigate the intersection of where we are today and where we’re heading. This year, we’ve had some amazing episodes, and here are the top five: 1. Mastering CRM Implementation in the Financial Industry with Kate Guillen 2. The Future of Investment with AI with Chris Shuba? 3. Aligning Financial Advice to Client Expectations with Tom Rieman, CPWA 4. Infusing Financial Portfolios with Healthcare Considerations with Christine Simone 5. Building Mental Toughness and Purposeful Teams with Rod Ray Thank you for being part of this journey. Here’s to more growth and learning together! Listen here: https://lnkd.in/en7z7cnN

In the latest episode of Bridging the Gap Podcast, I have the honor of speaking with Jo Wright - a renowned coach and author. This episode is packed with insights on how creating space and learning to say 'no' can drive exponential growth through the power of coaching. ?? Key Takeaways: ?? Invest in Yourself and Your Team: Leaders should prioritize personal and team development by creating space for coaching and saying no to nonessential tasks. ?? Adopt a Coaching Mindset: Transition from being just a manager to a coach by asking open-ended questions and fostering an environment where employees feel safe and motivated to take ownership. ?? Build Trust Through Intentionality: Establish trust by being authentic and providing honest feedback, creating relationships where individuals feel accepted and supported. Listen to the full episode to learn how these practices can transform your leadership style and help your business growth ?? Listen here: https://lnkd.in/eFSw6qpK

In our latest episode of Bridging the Gap Podcast I am sitting down with Paul Armson ?? Rebel with a cause ??, a financial advisor turned lifestyle financial planner, who shares his transformative journey and the impactful shift towards client-centric financial planning. In this episode, we cover: ?? Understanding Clients Deeply: The importance of knowing clients' current lifestyles and aspirations to provide truly valuable financial advice. ?? Tools for Client-Centric Planning: Practical tools and methodologies to help advisors track client progress and enhance financial confidence. ?? Focus on Deep Client Connections: Move beyond traditional financial conversations. Engage in discussions that truly understand and address clients’ life stories, fostering trust and creating a more profound impact. This a great episode focused on how to enhance your client conversation! Listen here: https://lnkd.in/dDE_WvVJ