In this episode of Inside the Flows, Iyassu sits down with Gary Preisser of Stonebriar Wealth Advisors for a thoughtful conversation on why wealth management should be built around purpose, timing, and cash flow, not just generic risk profiles and investment allocations. They explore Gary’s “Cash Flow Clock” framework and why understanding when money will actually be needed can dramatically change how advisors should structure portfolios for clients.

Throughout the conversation, Gary shares a more holistic perspective on financial planning, emphasizing that advisors should focus less on standardized models and more on helping clients align their wealth with the moments and goals that matter most in their lives.

Links to Stonebriar Wealth Advisors's Cash Flow Clock book: https://www.stonebriarwealthadvisors.com/resource-library

00:00 Introduction
01:59 Gary's Journey into Wealth Management
06:03 The Importance of Personalization in Wealth Management
09:42 Navigating Market Volatility and Client Education
13:33 Weekly Recap: AI and Market Trends
21:25 The Rise of Billionaires and Economic Challenges
22:12 Navigating the Housing Market and Interest Rates
26:20 Understanding the Cash Flow Clock
34:11 Purpose-Driven Wealth Management

#wealthmanagement #millennials #smallbusinessowner #wealthbuilding

NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.

JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp

LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

In this episode of Inside the Flows, Iyassu sits down with Leslie Samuelrich, President of Green Century Funds and a longtime leader in the sustainable investing space, to discuss why sustainable investing is far from dead and how advisors can better prepare for the next generation of clients. They explore the growing importance of shareholder advocacy, how investors can influence corporate behavior on issues like deforestation and water usage, and why younger investors increasingly expect their portfolios to reflect the issues they care about.

The conversation also dives into the environmental impact of AI infrastructure and the strain large data centers are placing on water systems across the country. Leslie shares how Green Century is pushing companies to think more responsibly about resource usage, while Iyassu highlights why advisors need to become more fluent in sustainability topics if they want to retain and grow relationships through the coming generational wealth transfer.

00:00 Introduction to Sustainable Investing
02:39 Understanding Green Century Funds
05:40 Leslie's Achievements and Impact
07:21 Sustainable Investing News Recap
09:22 Deforestation and Corporate Responsibility
12:40 Shareholder Advocacy and Engagement
16:31 The Shareholder Resolution Process
19:27 Impact on Corporate Governance
22:01 The Role of Shareholders in Sustainability
25:21 Future of Sustainable Investing
27:36 Bridging the Generational Gap in Financial Advisory
32:03 The Importance of Water Infrastructure
40:55 The Resilience of Sustainable Investing
48:12 Planning for the Next Generation
53:12 Looking Ahead: Future Opportunities in Sustainable Investing

#sustainability #esg #wealthmanagement #deforestation #ai #investing #financialplanning #financialadvisor #climatechange #fossilfuels #sdgs

NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.

JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp

LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

In this episode of Inside the Flows, we return after a short break to share major updates on new features coming to Inflows, including tagging, direct messaging, a new marketplace for advisors to discover service providers, and a referral network designed to help RIAs better leverage peer connections and collective knowledge. We discuss why these tools matter for independent advisors trying to grow their practices without the support structure of a traditional wirehouse.

00:00 Introduction and Updates on Inflows App
17:42 Semiconductor Industry Insights
25:17 Inflation and Consumer Spending Dynamics

#wealthmanagement #inflation #financialplanning #ai #ria #financialadvisor

NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.

JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp

LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

Just a quick update on the show (or lack thereof)!

NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.

JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp

LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

In this episode of Inside the Flows, we break down a week of meaningful shifts across the advisory landscape, from continued consolidation among firms to strong bank earnings driven by market volatility, and what those trends signal for advisors navigating scale, technology, and client demand.

The conversation then moves into a deeper discussion on retirement and inflation, focusing on a lesser known measure showing that older Americans are experiencing higher cost pressures than the broader population.

00:00 Introduction
05:16 Weekly Recap
12:40 Bank Earnings and Market Volatility
15:51 The Pulse of the Economy: Consumer Credit and Its Impact
17:28 AI Trends: The Shift in Business Models
20:29 Oil Prices and Global Conflicts: Market Reactions
22:51 Inflation and Its Effects on Retirees
30:31 The Importance of Financial Planning Tools
36:23 Future-Proofing Financial Advisory Services

#retirementplanning #retirement #ai #financialplanning #wealthmanagement #ria

NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.

JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp

LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

Inside this episode of Inside the Flows, Iyassu and Juan Vallejo step back to assess how rapidly AI is reshaping the operating model across industries, from the massive capital being deployed into infrastructure to what that means for productivity, cost structures, and long term competitive positioning. They frame AI not as a distant concept, but as a real time shift that advisors and firms should be paying attention to now, particularly as timelines for innovation continue to compress.

The conversation then moves into a practical lens on how AI is actually being used to build and scale a business, highlighting how pairing domain expertise with AI agents can dramatically accelerate output while still requiring oversight, judgment, and process discipline. For advisors, the takeaway is clear: AI is far more likely to augment high quality practitioners than replace them, with the potential to enhance research, monitoring, and decision support in ways that mirror a highly efficient junior analyst working continuously in the background.

#ai #wealthmanagement #agenticai #financialplanning #financialadvisor #portfoliomanagement #ria

NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.

JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp

LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

Inside Episode 9 of Inside the Flows, we break down a week that shows just how quickly the industry is evolving, from advisor movement across firms to rising investment in AI and its real impact on jobs and cost structures. We also explore how asset managers like Capital Group are leaning in to support advisors more directly, signaling a shift toward deeper partnerships as demand grows and competition intensifies.

We then turn to private credit, focusing on illiquidity risk, client psychology, and what happens when investors want out during uncertain markets. We unpack how advisors can navigate these moments, manage expectations, and reinforce discipline as more retail investors enter private markets without fully understanding the tradeoffs.

#financialadvisor #wealthmanagement #privateequity #privatecredit #ai #genz #millionaire

NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.

JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp

LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

Inside this special episode of Inside the Flows, Iyassu sits down with Ryan Chand to explore how advisors can better position themselves for the next generation of wealth, starting with lessons from the Future Proof Citywide event and a growing wave of younger, entrepreneurial advisors entering the industry. They discuss how shifting wealth dynamics, rising high net worth households, and the influence of digital platforms are reshaping how advisors connect, build trust, and stay relevant in an increasingly competitive landscape.

The conversation then turns to a deeper, more reflective discussion inspired by Ryan’s “Think With Ryan” newsletter, focusing on the idea that “nearly” is not enough when it comes to financial planning and life decisions. They emphasize the importance of slowing down, being intentional, and addressing affordability and financial tradeoffs early, rather than waiting for the perfect moment that never comes, offering a grounded perspective on how individuals and households can take control of their financial future.

#genz #millennials #financialadvisor #wealthmanagement #jpmorgan #ria #financialplanning

NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.

JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp

LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229