<![CDATA[More Than Assets]]>People are more than assets, but an entire industry. There is a human side to estate planning — relationships, obligations, decisions nobody prepared for — and it never shows up in a Will.

This is a show about the people who handle that part. The financial advisors on the front lines, walking families through the mess. And the platforms they quietly count on when the work gets real.

]]>www.morethanassets.comRiverside.fm (https://riverside.com)Mon, 26 Oct 2026 10:08:37 GMTTue, 01 Sep 2026 14:20:12 GMT60BeyondWill<p>People are more than assets, but an entire industry. There is a human side to estate planning — relationships, obligations, decisions nobody prepared for — and it never shows up in a Will.</p><p></p><p>This is a show about the people who handle that part. The financial advisors on the front lines, walking families through the mess. And the platforms they quietly count on when the work gets real.</p>episodicBeyondWilleron@beyondwill.cono<![CDATA[Episode 02 | Cory Sims]]>Episode 02 of More Than Assets is live with Cory Sims, Founder and Managing Member at Sims Investment Management.     

                        

Cory makes a case that should make every advisor pause: you don't have a relationship with the beneficiaries; you're just renting your AUM. After building a practice of over 600 households in Cincinnati, he's watched what happens when advisors only know the client, not the people who eventually inherit from them.

We also get into the "second wave of grief" that hits families months after a death, and why it's often his clients under age 40 who have their estate plans more buttoned up than their parents do.

Listen on Spotify, Apple Podcasts, or YouTube.

]]>83b7d349-9f40-4e8f-83b6-f8d1ec1f7c85Fri, 18 Sep 2026 17:39:51 GMT<p>Episode 02 of More Than Assets is live with Cory Sims, Founder and Managing Member at Sims Investment Management.     </p><p>                        </p><p>Cory makes a case that should make every advisor pause: you don't have a relationship with the beneficiaries; you're just renting your AUM. After building a practice of over 600 households in Cincinnati, he's watched what happens when advisors only know the client, not the people who eventually inherit from them.</p><p></p><p>We also get into the "second wave of grief" that hits families months after a death, and why it's often his clients under age 40 who have their estate plans more buttoned up than their parents do.</p><p></p><p>Listen on Spotify, Apple Podcasts, or YouTube.</p>no00:31:222Episode 02 | Cory Simsfull<![CDATA[James Cantwell]]>James Cantwell shares his journey in the fintech space, highlighting the challenges of tech adoption and implementation. He also discusses the concept of the great wealth transfer and the role of AI in cultivating client relationships. The conversation covers the use of AI in financial advising, the challenges of implementing technology, and the importance of purposeful decision-making. It also delves into the concept of legacy and the significance of personal stories and values. The conversation concludes with a discussion on the power of optimism and the impact of personal mindset on daily life.

Takeaways

  • Tech adoption and implementation challenges are often rooted in the decision-making process and lack of purposeful design.
  • The great wealth transfer is not occurring at the pace initially anticipated, and AI plays a crucial role in capturing and leveraging client information to deepen relationships and drive AUM growth. AI as a partner, not a replacement
  • Purposeful decision-making is crucial
  • Legacy and personal stories are valuable
  • Optimism shapes daily life

Chapters

  • 00:00 Journey in the Fintech Space
  • 03:02 Tech Adoption and Implementation Challenges
  • 11:36 The Great Wealth Transfer and AI
  • 22:33 AI in Financial Advising
  • 24:42 Challenges of Implementing Technology
  • 32:01 Legacy and Personal Stories
  • 40:33 The Power of Optimism
]]>de87d16d-b9e5-4ee6-aa60-345a80f00476Tue, 08 Sep 2026 20:34:11 GMT<p>James Cantwell shares his journey in the fintech space, highlighting the challenges of tech adoption and implementation. He also discusses the concept of the great wealth transfer and the role of AI in cultivating client relationships. The conversation covers the use of AI in financial advising, the challenges of implementing technology, and the importance of purposeful decision-making. It also delves into the concept of legacy and the significance of personal stories and values. The conversation concludes with a discussion on the power of optimism and the impact of personal mindset on daily life.</p><p></p><p>Takeaways</p><ul><li>Tech adoption and implementation challenges are often rooted in the decision-making process and lack of purposeful design.</li><li>The great wealth transfer is not occurring at the pace initially anticipated, and AI plays a crucial role in capturing and leveraging client information to deepen relationships and drive AUM growth. AI as a partner, not a replacement</li><li>Purposeful decision-making is crucial</li><li>Legacy and personal stories are valuable</li><li>Optimism shapes daily life</li></ul><p></p><p>Chapters</p><ul><li>00:00 Journey in the Fintech Space</li><li>03:02 Tech Adoption and Implementation Challenges</li><li>11:36 The Great Wealth Transfer and AI</li><li>22:33 AI in Financial Advising</li><li>24:42 Challenges of Implementing Technology</li><li>32:01 Legacy and Personal Stories</li><li>40:33 The Power of Optimism</li></ul>no00:37:46James Cantwellfull