The New Wealth Advisor
Podcast
The New Wealth Advisor explores how the best advisors are combining human connection with emerging technology to build stronger client relationships and more impactful practices. Through candid conversations with industry leaders, we uncover the ideas, habits, and innovations shaping the future of wealth management.
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Episode 3: Michael Williams
He leads a $2.5B MGA with 1,700 brokers across Canada. Yet not one of them is using AI in their practice today.
In Episode 3 of The New Wealth Advisor, Michael Williams, CEO of TrueStone Financial, shares why trust—not technology—is still the foundation of great advice, why the top 100 advisors generate 97% of revenue, and why AI will reshape the industry without ever replacing the human relationship at its core.
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A former funeral director just became one of Canada's top financial advisors.
That's not a typo.
Shawn Bellefeuille spent his teens placing flowers and driving the hearse at a small-town funeral home. Decades later, he says that job — not finance — is the reason he'll never be replaced by AI.
In Episode 2 of The New Wealth Advisor, he says the thing most of his industry is afraid to say out loud about AI. And then he does something I didn't see coming — he flips it completely.
There's a story in here about a cheque he refused to put in the mail, but we're not going to spoil it.
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Episode 1: Robert A Di Iorio
"AI is going to eat the world."
That’s Robert Di Iorio. Top wealth advisor in Canada.
While most advisors are still deciding if AI is a fad.
26 years at RBC Dominion Securities. He studied 200 years of technology shifts and came away with a conclusion most of the industry still isn't ready for.
Rob has been saying this publicly since 2021.
This is the first episode of The New Wealth Advisor — a new series where we sit down with the advisors quietly redefining what this industry looks like.
C'est pour ça qu'on a créé Bloks.
Bloks, c'est l’Un-CRM. C’est la couche invisible sur laquelle repose votre pratique. Il n'attend pas qu'on le nourrisse — il se nourrit tout seul. Chaque réunion, chaque appel, chaque courriel, saisi automatiquement. Chaque fiche mise à jour sans que vous ayez à y toucher. Chaque suivi consigné sans que vous ayez à l'écrire.
Pas pour que vous en fassiez plus. Pour que vous soyez plus présent dans ce qui compte vraiment : bâtir les relations qui bâtissent tout le reste.
Ça fait vingt ans qu'on fait des outils de productivité. Bloks est le premier qu'on a conçu en partant des gens — et non de la paperasse.
Chiffrement de bout en bout. Vos données vous appartiennent.