The Fintape
Welcome to The Fintape, a show where we highlight some of the biggest hits in Finance. Each episode, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services.
So, grab your headphones, it's time to rock out to The Fintape.
The Fintape
Eric Franklin's Amazon Playbook for Building a Wealth Management Firm
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What if the real risk in adopting AI isn't the technology itself, but forgetting whose voice is supposed to be behind it?
Brodrick Lothringer sat down with Eric Franklin, managing principal of a wealth management firm built entirely by former tech workers, at Wealth Management Edge in Boca Raton to talk about what 23 years at Amazon taught him about writing, risk, and building a firm from scratch.
From silent narrative-doc meetings with Jeff Bezos to the "tenets" framework that drives every big decision, from a still-in-review AI policy to a single web page that turned into a client pipeline during the Anthropic tender offer, this conversation covers a lot of ground fast. It's thoughtful, a little self-deprecating, and makes the case that scaling an advisory business should never mean scaling out the advisor.
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