In this episode of the Modern Financial Advisor Podcast, Mike Langford is joined by Justin Whitehead, Co-Founder and CEO of Pebble Finance, for a deep dive into one of the most compelling use cases of AI in wealth management. Justin shares how a personal investing misstep in China sparked the idea for Pebble, and how his team is transforming the way advisors communicate portfolio insights with clients.

From translating complex data into plain-English narratives to helping advisors deliver family-office-level service at scale, Pebble is redefining what it means to be truly client-centric. If you’ve been eye-rolling at yet another “AI-powered” solution, this one will make you rethink everything.

Key themes:

Why most portfolio reports fall flat—and how Pebble brings them to lifeHow AI can bridge the ignorance gap and strengthen client trustWhy the future of wealth management will be won at the retail levelThe overlooked power of dynamic, advisor-branded newslettersHow Pebble helps scale personalized conversations—without compliance headaches

Whether you’re a financial advisor, wealth exec, or fintech innovator, this conversation is packed with practical insights and big-picture thinking you won’t want to miss.

Chapters:

00:00 Introduction and Episode Overview

01:22 Guest Introduction: Justin Whitehead

01:50 The Evolution of Video Conferencing

03:29 AI in Financial Advisory: Pebble Finance

03:52 The Pandemic's Impact on Retail Investing

05:27 Justin's Personal Investment Story

11:25 Challenges in Financial Advisory

12:43 The Role of Technology in Financial Advisory

23:24 Understanding Pebble's Approach

31:30 Exploring Dynamic Newsletters for Advisors

33:29 AI in Financial Advisory: Compliance and Innovation

34:37 Ensuring Data Privacy and Compliance

39:52 Challenges and Strategies for Technology Adoption

52:38 The Future of Wealth Management

01:01:56 Closing Thoughts and Farewell

Ver todos los episodios