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Advisor Ally

Advisor Ally

Written by: FastTrackr AI
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About this listen

 Advisor Ally is your go-to-podcast for financial advisors and ecosystem partners who are shaping the future of wealth management. From seasoned RIAs sharing their growth strategies to innovators revealing industry insights, we explore the inspiring journeys, hacks, and vision of those navigating industry trends and challenges. Join us for candid conversations that will leave you empowered and energized.FastTrackr AI Economics
Episodes
  • Organic Growth, Compounding skills, and Focus | Jeff Fuhrman, Vineet Mohan | Advisor Ally Ep17

    Organic Growth, Compounding skills, and Focus | Jeff Fuhrman, Vineet Mohan | Advisor Ally Ep17
    Jan 13 2026

    In this episode, we sit down with Jeff Fuhrman, a seasoned leader with over 25 years of experience spanning investment banking, tech startups, arts & entertainment, and wealth management.
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    26 mins
  • The Fun Financial Planner For Ambitious Misfits | Allie Beckmann, Vineet Mohan | Advisor Ally Ep16

    The Fun Financial Planner For Ambitious Misfits | Allie Beckmann, Vineet Mohan | Advisor Ally Ep16
    Dec 11 2025

    Allie is not your typical financial advisor. Before stepping into finance, she spent over a decade as a theatre artist, educator, and wellness practitioner, including work in trauma-informed care, meditation, and “Theatre of the Oppressed.” That same philosophy now guides how she supports her clients relationship with money.
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    32 mins
  • Unlocking Your CRM: From System of Record to System of Action | Stephanie Shepherd | Advisor Ally Ep.15

    Unlocking Your CRM: From System of Record to System of Action | Stephanie Shepherd | Advisor Ally Ep.15
    Nov 18 2025

    In this episode, Vineet Mohan sits down with Stephanie Shepherd, a Salesforce consultant whose work sits at the intersection of RIA operations, advisor workflows, and automation. With more than nineteen years in the advisory industry and deep expertise implementing and optimizing Salesforce for RIAs, Stephanie brings a rare mix of operational clarity, tech fluency, and lived advisory experience.
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    20 mins
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