The Podcast

Epok Insider

Insider Interviews with Epok Advice, candid conversations with the leaders shaping the future of wealth, advice, and multigenerational planning. Hosted by Kendra Thompson, Principal & Founder of Epok Advice.

Latest Episode

April 20, 2026

Steve Chen

Founder & CEO, Boldin

Productizing advice and the future of retirement planning

What does the future of financial advice look like? Kendra sits down with Steve Chen, founder and CEO of Boldin, to explore how technology, transparency, and AI are reshaping the path to financial independence, and why millions approaching retirement still struggle to answer the basic questions: Do I have enough? Can I retire? What should I do next?

  • •Why retirement planning is much more than asset allocation
  • •Building a scalable advice experience for consumers, advisors, and enterprises
  • •The shift from accumulation to decumulation, and AI's growing role in planning
  • •Why trust, transparency, and coaching may matter more than product sales

Previous Episodes

March 27, 2026

Carrie Nelson

Founder & CEO, Atlas Point

Driving real organic growth in wealth management

What does it take to drive real organic growth in wealth management today? Kendra sits down with Carrie Nelson, founder and CEO of Atlas Point, to unpack behavioral science, advisor enablement, and the systems that turn attention into results.

  • •Why organic growth is the new battleground
  • •Behavioral science as a growth lever
  • •Systematizing advisor productivity

December 12, 2025

Martha Simmons

CAO & CCO, Fourth Lane Partners

Multi-family offices, OCIOs, and the future of UHNW advice

Martha Simmons brings a unique blend of dispute resolution, governance, and family dynamics into investment oversight. We explore Fourth Lane's evolution to a focused OCIO, what ultra-high-net-worth families care about most, and where cross-border wealth planning is heading.

  • •Multi-family office → OCIO evolution
  • •Trust, clarity, and peace of mind for UHNW families
  • •Governance, compliance, and cybersecurity

November 15, 2025

Kendrick Wakeman

Co-founder & CEO, WealthTech Strategy Partners

The real state of WealthTech funding and M&A

A 30+ year veteran of financial services, fintech, and WealthTech, Kendrick shares sharp takes on early-stage capital tightening, later-stage acceleration, and how strategics are reshaping M&A. Plus AI, advisor workflows, and the rise of "family office as a service".

  • •Early-stage vs late-stage WealthTech capital
  • •Strategic M&A and founder positioning
  • •Family office as a service, TAMPs, and MPS

October 25, 2025

Upkar Arora

CEO, Rally Assets

Impact investing and purpose-driven advice

Upkar Arora leads one of Canada's pioneers in impact investing. We discuss what it takes to build an advice business around purpose, how impact investing has matured, and what the next generation of investors expects from their advisors.

  • •Building a purpose-driven advice business
  • •The maturing impact investing landscape
  • •Aligning client values with portfolios

September 27, 2025

Tommy Marshall

CRO Sirius AI, Partner Alpha Tech Partners

Band's Back Together, Community, AI, and the next wave of wealth

Tommy Marshall, CRO at Sirius AI, partner at Alpha Tech Partners, and founding ED of the Georgia Fintech Academy, goes deep on where wealth is headed, why community matters in today's VC ecosystem, and the practical AI use cases that actually unlock advisor capacity.

  • •Strategic VC for wealth & asset management tech
  • •AI as an advisor enabler, not a threat
  • •Building inclusive talent pipelines (10,000 students, 45% women, 50% Black)

September 5, 2025

Marla Sofer

Founder & CEO, Knomee

Why understanding clients deeply is the missing link in wealthtech

Marla Sofer, founder and CEO of Knomee, is on a mission to bring emotional intelligence, values, and self-awareness into financial conversations. With 20+ years at BlackRock, J.P. Morgan, Microsoft, and Carta, she unpacks behavioral finance and the B2B shift for wealth firms.

  • •Behavioral finance in client discovery
  • •Emotional intelligence in advice
  • •The founder journey: sacrifices and rewards

August 16, 2025

April Rudin

CEO & Founder, The Rudin Group

Authentic branding and modernizing wealth management marketing

April Rudin is a trailblazer reshaping wealth management marketing. She shares her journey overcoming industry skepticism and transforms how financial advisors reach and resonate with modern investors, including a sneak peek at her book Wealth Management with a Difference.

  • •Personal branding vs institutional stereotypes
  • •Why traditional imagery is falling flat with Gen Z
  • •Balancing innovation with brand identity

January 5, 2026

Ali Spinner

Tax & Multigenerational Wealth Expert

Multigenerational wealth and the next era of advice

Kicking off a new series of candid conversations with leaders shaping the future of wealth, advice, and multigenerational planning. Ali Spinner joins Kendra to talk tax, legacy, and what it really takes to steward wealth across generations.

  • •Multigenerational wealth planning
  • •Tax strategy for families
  • •The role of the modern advisor in legacy

Know a leader we should interview?

Epok Insider is always looking for candid conversations with people shaping the future of advice.

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