Investipal Podcast

About Investipal Podcast

Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and innovation, every episode delivers practical insights and actionable advice to help financial professionals thrive. Whether you’re building your business, optimizing portfolios, or staying ahead of industry shifts, this podcast is your go-to resource for navigating the evolving world of wealth management.

Publisher

Investipal

Category

business

Language

en

Explicit

No

First episode

8 Jun 2023

Latest episode

7 Aug 2025

Latest episodes

34 of 44 episodes have a transcript.

1. 

   7 Aug 2025TRANSCRIPT

   The Future of Wealth Management Tech: Winners, Losers and What's Changing with John O'Connell

   Host Alex Johnson interviews John O’Connell, founder of The Oasis Group, about the evolving tech landscape in wealth management, revealing key trends and future predictions.

2. 

   22 Jul 2025TRANSCRIPT

   Agentic AI, Tech Gaps, and What’s Next for Advisors with F2’s Doug Fritz

   Doug Fritz, Executive Chairman at F2 Strategy, examines technology adoption, AI applications, and M&A impacts within wealth management in an interview, offering insights into the evolving advisor landscape.

3. 

   19 Jun 2025TRANSCRIPT

   Fixing the Advisor Tech Stack: Workflows, AI, and Better Data with Andrew Ladwig

   Andrew Ladwig, Director of Business Development at Wealthbox, discusses how financial advisors can leverage technology, workflows, and data to build efficient, client-centric practices in this interview.

Inside a recent episode

The Future of Wealth Management Tech: Winners, Losers and What's Changing with John O'Connell

Published 7 Aug 2025 · Transcript excerpt

[…] They're like, I'm still growing through referrals. It's like, okay, you have no marketing program. Like you're not out there looking at all these other folks. So that's problematic just for the industry in general. And I think what we're going to find over the next couple of years is a tale of two cities. You're going to find wealth managers, forget whether you're RAA, IBD family office, just let's say wealth managers. You're going to find wealth managers that are embracing AI and new technologies and new workflow capabilities that are going to enable them to touch more clients in a more personalized way, more efficiently with the same number of people they have. […]

Who has been a guest on Investipal Podcast

Names identified in recent episode analyses. Showing up to five guests.

• John O'Connell
• Doug Fritz
• Andrew Ladwig
• Venu Reddy
• Kabir Sethi

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

4,161

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

6 ratings

Podcast Authority Score: 49 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

40

Social presence

91

YouTube

68

Engagement

32

Contact Investipal Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.