See the
future being
built.
Video on artificial intelligence, financial advice, advisor growth, marketing, technology and what it actually takes to build financial companies for the next era.
Everyone is talking about AI. We're trying to build with it.
Less commentary from the sidelines. More ideas tested against the reality of building, selling and operating.
Watch the ideas take shape.
The video library is being built around the questions that matter most to advisors, RIA leaders and financial companies trying to understand where the industry is actually going.
Building the AI-Native RIA
AI + The Future of Finance
Advisor Growth + Marketing
Building Financial Companies
Building the AI-Native RIA.
There is no shortage of people explaining what AI might eventually do to financial services. That isn't the interesting part.
The more difficult question is what happens when you actually try to make AI part of a financial company's operating architecture—across data, workflows, marketing, sales, operations, compliance and the advisor experience.
Tactive gives us a place to test that question in the real world.
Some ideas are better worked through than polished.
Financial services has enough sanitized commentary. Video creates room to take a problem apart, challenge assumptions, show the actual system and explain why something does—or does not—make sense.
Expect deep dives, shorter points of view, behind-the-build updates, practical breakdowns and conversations centered on real operating problems rather than generic industry talking points.
The full video library lives on YouTube.
Follow Joseph on YouTube for new videos on AI, financial services, advisor growth, technology and building financial companies.
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