The conversation delves into the intersection of music and finance, the writing process and concept of 'Hip Hop Times Finance', the educational impact of the book, content strategy and client growth, AI integration in content creation, and content creation habits and routine. The discussion also highlights the use of AI in content creation and the challenges of integrating AI into the content strategy.

Takeaways

• Content strategy and AI
• Connecting music and finance
• Authenticity and creativity in content
• AI integration in content creation

On this episode of The AI Native Advisor, Mike sits down with Nisiar Smith, founder and CEO of Courtside Wealth, for a conversation that speaks directly to what every founder-led RIA is grappling with: how to build trust at scale, serve a high-profile client base, and design a tech-enabled firm without losing the human edge.

Nisiar shares his journey from the traditional banking world to launching a modern RIA focused on athletes, entertainers, coaches, and entrepreneurs. These are clients with demanding schedules, complex needs, and no time for fluff. He breaks down what it takes to stand out in one of the most competitive advisory markets in the country, where trust isn't given and has to be earned through consistency and presence.

The conversation dives into how Courtside is using AI today, including onboarding, meeting prep, client communication, and internal workflows. Nisiar also lays out his vision for what comes next, including fully integrated systems, AI co-pilots that understand firm philosophy, and a model where the back office runs efficiently so the advisor can focus on relationships.

This is a tactical and thoughtful look at what it means to build a high-touch firm that uses AI as leverage rather than replacement. For any advisor thinking about trust, growth, and how to scale the unscalable, this one is worth a listen.

On this episode of The AI Native Advisor, Mike sits down with David Rath, Partner and CIO at Continuum Wealth Advisors, for a conversation that hits right at the center of what every growing RIA is wrestling with right now: scale, succession, and the real role of AI in the next chapter of firm building.

David shares his path from Northwestern Mutual and Goldman to joining Continuum as the long-term successor to a 35-year rainmaker adviser. The two dig into what it actually looks like when decades of client knowledge lives inside one advisor’s head, and how to thoughtfully pull that institutional memory into systems that can support hypergrowth.

They get into the early wins with AI like note takers, but also the real constraints: fragmented data, messy CRM habits, legacy processes, and the tension between efficiency and keeping the human relationship intact. David lays out his vision for a future where an advisor can speak to an interface that updates plans, triggers trades, and pulls from a unified data layer, without ever losing the personal touch clients rely on.

It’s a grounded look at AI strategy from someone scaling an RIA in real time, navigating rapid growth, succession planning, and the next wave of advisor technology. If you’re building a firm for the long game, this one hits home.