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Recent Episodes
How AI Is Changing the Future of Financial Advice with Fernando San Martin (Ep. 21)
AI gets talked about everywhere these days, but what does it actually look like when it becomes a practical tool for financial planning? In this episode, Thomas Manetta welcomes Fernando San Martin,…
Building a Private-bank-like Experience for Independent Advisors with Max Lane (Ep. 20)
Holistic advice is becoming more common, but many clients still experience a gap between planning and actual implementation. What happens when advisors can support not only investments, but also…
AI Is Reshaping Financial Advisors’ Workflow and Client Relationships with Matt Halloran (Ep. 19)
Staying efficient while maintaining strong client relationships is becoming more challenging for advisors. How can technology reduce workload without losing the human connection that clients value…
AI Is Coming for Financial Advice: What Advisors Need to Know with Alex Chalekian (Ep. 18)
What happens when AI begins reshaping the financial advice industry faster than most advisors expect? In this episode, Thomas Manetta sits down with Alex Chalekian, Founder and CEO of Lake Avenue…
When Success Becomes a Blind Spot: Losing a Major Client and Rebuilding with Guardrails (Ep. 17)
What happens when a long-standing client relationship ends, and instead of devastation, you feel relief? In this episode, Thomas Manetta opens up about losing one of his largest and longest-standing…
The Truth About AI Prospecting Tools with Joe Moss (Ep. 16)
Marketing tools promise efficiency, but do they deliver authenticity? Can technology replace the human connection that builds trust in financial advisory relationships? In this episode, Thomas…
Why Advisor Onboarding Is Broken and How Tech Is Changing the Game with John Finney, CFP® (Ep. 15)
Most advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever has a chance to form. In this episode, Thomas…
Authenticity, AI, and the Future of Advisory Growth (Ep. 14)
This episode takes you inside the real shift that changed Thomas’s entire career. After years inside legacy firms that prioritized sales over service, Thomas talks openly about what happened when he…
How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13)
What if your next great client came from authentic connection, not acquisition? In this episode, Thomas Manetta sits down with Eden Ovadia, CEO and Co-Founder of FINNY, a groundbreaking organic…
Scaling Smarter: Technology, Clients, and Legacy (Ep. 12)
Advisors frequently face the challenge of striking a balance between growth, independence, and client care. How do you use technology to scale without losing your personal touch? How do you create a…
Building the Future of Advice with Jason Wenk (Ep. 11)
What happens when the infrastructure of financial services finally catches up to the modern world of cloud, APIs, and AI? In this episode of Behind the Curtain Finance, host Thomas Manetta sits down…
The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)
What if the very institutions holding your money were competing against you? In this episode of Behind the Curtain Finance, Thomas Manetta pulls back the curtain on the hidden conflicts of…
Why Estate Planning Can’t Wait (Ep. 9)
When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that. In this episode, Thomas Manetta is here to change that perception.…
Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)
What if taxes didn’t have to be so stressful? This week, Thomas Manetta shares how real-time tax planning and new tech tools are transforming the advisor-client relationship. He also opens up about…
Building Trust First: The Real Foundation of Financial Planning (Ep. 7)
Trust and alignment form the bedrock of effective financial planning, but how do you build these foundations with clients? In this episode, Thomas Manetta shares his journey from traditional…
Authenticity Over Automation (Ep. 6)
AI may reshape financial services—but it will never replace empathy. This week, Thomas J. Manetta shares how owning his firm redefined his identity, strengthened client bonds, and sparked a deeper…
From Tragedy to Triumph: A Personal Tale of Financial Empowerment (Ep. 5)
What does it mean to truly put clients first in the world of finance? Thomas J. Manetta at Manetta Wealth Management shares a compelling story of steadfast commitment and authenticity in serving…
Behind the Curtain: How Authentic Financial Advice Changes Lives (Ep. 4)
What happens when life unexpectedly hands you the responsibility of managing finances for the first time? Delve into an emotional story of trust, transformation, and resilience as Thomas Manetta…
The Emotional Impact of Financial Decisions: A True Story (Ep. 3)
What truly makes a financial advisor irreplaceable during life’s toughest times? In this heart-touching episode of “Behind the Curtain Finance,” host Thomas Manetta shares the emotional journey of…
Background: Personal and Professional (Ep. 1)
How do you know that you’re truly working for your clients and not just for a paycheck? Join Thomas Manetta of Manetta Wealth Management as he takes you behind the scenes of financial advising…
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Behind the Curtain Finance has published 22 episodes since April 2025, covering topics in Business.
Behind the Curtain Finance is currently highly active with new episodes monthly. Average episode length is 25m.
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