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Sam Kendree | Inside the $84 Trillion Wealth Shift No One Is Ready For
The wealth management industry manages trillions — yet underneath the surface, it still runs on Zillow searches, handwritten notes, and decades-old workflows.
In this episode, Chris Mailander talks with Sam Kendree, CEO & Co-Founder of WealthFeed, about why a $30B+ S&P 500 company like Broadridge chose to back a nine-person startup with a strategic investment, and what that says about where wealth management is really headed.
Sam breaks down the reality behind this slow-moving system — and why the coming $84 trillion wealth transfer could fundamentally reshape who wins and who disappears.
From private equity flooding the space, to AI “wrappers” overwhelming advisors, to a new generation that changes advisors within 12 months of inheriting wealth, this conversation pulls apart the forces reshaping one of the biggest, oldest, and least-changed industries in America.
If you want to understand how wealth really moves — and why the next decade will not look like the last — this episode is essential.
Key Moments
• How wealth managers still source clients using Zillow and court filings
• Why only 5–10% of advisors use modern prospecting tools
• How AI is flooding the industry with low-quality tech
• Why inheritors immediately fire their advisor
• The $0–$5M segment no one is serving
• Why “money in motion” is the real catalyst event
• What WealthFeed’s five-click discovery model enables
• What happens when the bull market ends
Chapters:
00:00 Transforming Wealth Management with Technology
03:00 The Crisis in Financial Advising
06:05 Revolutionizing Client Acquisition
08:57 AI's Role in Wealth Management
11:48 Personalization in Financial Outreach
14:52 The Future of Wealth Management
17:45 Navigating the AI Landscape
20:50 The Old Guard vs. New School in Finance
23:42 The Evolution of Trust in Financial Relationships
25:56 The Impact of AI on Consumer Expectations
29:13 Robinhood's Influence on Wealth Management
32:21 WealthFeed's Role in the Financial Landscape
35:26 Navigating Partnerships in Wealth Management
43:06 Forecasting the Future of Wealth Management
___________________________________
Socials:
X: https://x.com/MailanderPod
Instagram: https://www.instagram.com/chris_mailander_podcast/
https://www.podcast.chrismailander.com/
___________________________________
Original Music by Billy Goodrum
View all episodes
By Chris MailanderThe wealth management industry manages trillions — yet underneath the surface, it still runs on Zillow searches, handwritten notes, and decades-old workflows.
In this episode, Chris Mailander talks with Sam Kendree, CEO & Co-Founder of WealthFeed, about why a $30B+ S&P 500 company like Broadridge chose to back a nine-person startup with a strategic investment, and what that says about where wealth management is really headed.
Sam breaks down the reality behind this slow-moving system — and why the coming $84 trillion wealth transfer could fundamentally reshape who wins and who disappears.
From private equity flooding the space, to AI “wrappers” overwhelming advisors, to a new generation that changes advisors within 12 months of inheriting wealth, this conversation pulls apart the forces reshaping one of the biggest, oldest, and least-changed industries in America.
If you want to understand how wealth really moves — and why the next decade will not look like the last — this episode is essential.
Key Moments
• How wealth managers still source clients using Zillow and court filings
• Why only 5–10% of advisors use modern prospecting tools
• How AI is flooding the industry with low-quality tech
• Why inheritors immediately fire their advisor
• The $0–$5M segment no one is serving
• Why “money in motion” is the real catalyst event
• What WealthFeed’s five-click discovery model enables
• What happens when the bull market ends
Chapters:
00:00 Transforming Wealth Management with Technology
03:00 The Crisis in Financial Advising
06:05 Revolutionizing Client Acquisition
08:57 AI's Role in Wealth Management
11:48 Personalization in Financial Outreach
14:52 The Future of Wealth Management
17:45 Navigating the AI Landscape
20:50 The Old Guard vs. New School in Finance
23:42 The Evolution of Trust in Financial Relationships
25:56 The Impact of AI on Consumer Expectations
29:13 Robinhood's Influence on Wealth Management
32:21 WealthFeed's Role in the Financial Landscape
35:26 Navigating Partnerships in Wealth Management
43:06 Forecasting the Future of Wealth Management
___________________________________
Socials:
X: https://x.com/MailanderPod
Instagram: https://www.instagram.com/chris_mailander_podcast/
https://www.podcast.chrismailander.com/
___________________________________
Original Music by Billy Goodrum