Untamed Ethos with Joshua Wilson: Episode 3

The financial advisory industry is undergoing rapid technological change, with AI-driven tools, alternative investments, and social-driven platforms reshaping the landscape. With rapid advancements in fintech, advisors are under increasing pressure to integrate cutting-edge technology into their practice. But with so many options, which tools are truly game-changing, and which are overhyped? A critical resource…

For years, financial advisors have focused on logic, strategy, and data to guide their clients. Yet, as the field of behavioral finance evolves, a key truth has emerged: managing money isn’t just about numbers—it’s deeply emotional. For most people, financial decisions are influenced by emotions — not logic. With this in mind, advisors are beginning…

Transitioning into a niche market can feel daunting, but for businesses looking to carve out a unique identity, it often proves transformative. Niche success requires precision, creativity, and strategic thinking—traits that Grier Rubeling, the founder of Advisor Transition Services, has perfected. With the holidays approaching and gingerbread house contests in full swing, Grier’s approach…