Behind the Curtain Finance
Choosing a financial advisor can be a daunting task, especially if you are not sure of the right questions to ask. The purpose of this podcast is to help you understand which questions are important to ask, why they are important and how the answers to these questions can help you find the right advisor who is interested in only one thing: protecting and defending you without any conflicts of interest.
Episodes
AI gets talked about everywhere these days, but what does it actually look like when it becomes a practical tool for financial planning?
In this episode, Thomas Manetta welcomes Fernando San Martin, Senior Product Manager of Hazel by Altruist, for a conversation about the rapid changes taking place in financial planning. Fernando shares his journey from co-found...
Holistic advice is becoming more common, but many clients still experience a gap between planning and actual implementation.
What happens when advisors can support not only investments, but also cash, lending, annuities, and other major financial decisions with a more connected client experience?
In this episode, Thomas Man...
Staying efficient while maintaining strong client relationships is becoming more challenging for advisors.
How can technology reduce workload without losing the human connection that clients value most?documenting client conversations…
In t...
What happens when AI begins reshaping the financial advice industry faster than most advisors expect?
In this episode, Thomas Manetta sits down with Alex Chalekian, Founder and CEO of Lake Avenue Financial, to unpack a technology shift that may fundamentally change how advisors operate and how clients experience financial planning. Together, they explore t...
What happens when a long-standing client relationship ends, and instead of devastation, you feel relief?
In this episode, Thomas Manetta opens up about losing one of his largest and longest-standing clients after more than a decade of working closely together. What initially looked like a professional setback became a powerful moment of reflection. Thomas shares...
Marketing tools promise efficiency, but do they deliver authenticity?
Can technology replace the human connection that builds trust in financial advisory relationships?
In this episode, Thomas Manetta sits down with Joe Moss, founder of AdvisorTechBook, for a candid conversation about AI prospecting tools, the future ...
Most advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever has a chance to form.
In this episode, Thomas Manetta sits down with John Finney, CFP®, Co-Founder of Overvue, to pull back the curtain on one of the most overlooked friction points in financial services: onboardi...
This episode takes you inside the real shift that changed Thomas’s entire career.
After years inside legacy firms that prioritized sales over service, Thomas talks openly about what happened when he moved to Altruist and finally felt free to work in a way that matched his values. He shares the moment a long-time client noticed the change in him, how ...
What if your next great client came from authentic connection, not acquisition?
In this episode, Thomas Manetta sits down with Eden Ovadia, CEO and Co-Founder of FINNY, a groundbreaking organic growth engine helping independent advisors attract clients without relying on mergers, acquisitions, or referral programs. Together, they unpack how technology, data, and...
Advisors frequently face the challenge of striking a balance between growth, independence, and client care.
How do you use technology to scale without losing your personal touch? How do you create a path for future generations of advisors while building your own legacy?
In this episode of Behind The Curtain Finance, Thomas ...
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