Thanks for having me on!

And thank you!

Update for those interested: Claude was fairly useless for updating my slides BUT, and this is a first, Claude told me it wouldn't be good at what I needed so I just did it myself. At least it didn't keep trying and waste my time. So that was actually a huge improvement. To its credit, it did an amazing job of making notes for each slide as opposed to me typing them in. Notes on a power point should be written by AI. Advisors only need bullets and shouldn't use a script. Might be the first job I came away thinking should be done by AI. It did have to tell it to stop writing sources (no idea where those came from, let me handle that) and stop telling advisors to update info though (we're purposefully showing 2017 tax rates they don't need to be updated)...Don't tell the advisors what to do Claude, I'll handle that. Happily, would pay the $100 to have it write the notes.

Another good example of the value of podcasts. In the longer form conversation layout, he seems way less incendiary than he comes across in the comment section of his posts. Perhaps the angry comment people disagree. I was just last week talking to advisors about how the meaning of fee-only morphed on us. AUM advisors is a great term at least; I hope that catches on. Fee-only advisors were flat-fee advisors at one point, now fee-only is often used by AUM fee advisors. As long as prospects/clients understand. I'd love to chat with @Sam Flaten about some pricing problems I've helped advisors with in the past and hear how he would have handled it.

I like how they discuss private credit and acknowledge the potential risks involved for uneducated investors. Perhaps they already do, but I'd love to see them attempt to educate FA's and spur debate among FAs on the risks especially around reporting and liquidity. Jason Zwieg in the WSJ currently does a really good job. If the IVY league doesn't understand the terms nobody feels bad. If ultra rich families and pensions don't understand the terms...that's on them. Now it's coming the "mass-affluent" investors, sometimes referred to as mom-and-pop investors, through FA's, a lot of great FA's really couldn't tell you what a leverage ratio is or wrap their heads around a basic corporate balance sheet. I would argue the alt's belong in something akin to the equity side of their equity to FI ratios, even though it is private credit. All things I think the FA community should be discussing and I don't see, perhaps Alex and Ayo could promote these conversations because demand for the investments is there.

@Niki Clark yikes!

list is awesome. I have a friend at a credit union who can't wait for the book. Solves such a big issue for aspiring RIA's.