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The Future of Work: AI's Impact on Your Career & Wealth Strategy with Liza Adams
AI is evolving fast, but what does it mean for how we think, work, invest, and lead?
In this episode of Off the Wall, David B. Armstrong, CFA, and Nate W. Tonsager, CIPM, sit down with AI & Exec Advisor and Fractional CMO Liza Adams to unpack AI's real impact and how the most successful leaders are using it. From creating your own GPT to navigating the fear of job loss, they explore how AI is transforming everything from creative thinking to strategic decision-making.
Bonus: Liza shares her GRACE framework for writing better prompts and explains why embracing AI as a thought partner—not just a tool—could be the key to staying relevant in a rapidly shifting landscape.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/
Episode Timeline/Key Highlights:
0:00 Introduction & Important Disclosure
4:51 AI Truths
9:05 Digital Twins and AI as Teammates
14:02 Liza's GRACE Framework
16:31 Evolution of Jobs
26:40 Empathy in AI Adoption
39:20 Making AI Work for Business
44:17 Closing Remarks and Resources
About Liza Adams:
Liza Adams is an AI and executive advisor, fractional CMO, and founding partner at GrowthPath Partners. With over 20 years of experience leading businesses and go-to-market teams through industry inflection points, she helps organizations accelerate responsible AI adoption through strategic marketing transformation and applied AI initiatives. Her work has driven measurable impact—achieving 35% better campaign performance, 98% lead qualification accuracy, and 75% faster content creation in just six months.
Recognized as a top AI thought leader by SaaStr and Pavilion, she's also been named one of the "50 CMOs to Watch." Her insights have been featured in Forbes, MarketingProfs, and more. In this conversation, she shares what it takes to scale teams with both human and AI talent, and why responsible innovation is the key to long-term growth.
Connect with Liza on LinkedIn: https://www.linkedin.com/in/lizaadams/
Connect with Monument Wealth Management:
Visit our website: https://bit.ly/monumentwealthwebsite
Follow us on Instagram: https://bit.ly/MonumentWealthIG
Connect on LinkedIn: https://bit.ly/MonumentWealthLI
Connect on Facebook: https://bit.ly/MonumentWealthFB
Connect on YouTube: https://bit.ly/YouTubeMWMFit
Subscribe to our Private Wealth Newsletter:
About "Off the Wall":
OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.
Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.
View all episodes
By Monument Wealth Management
5
3333 ratings
AI is evolving fast, but what does it mean for how we think, work, invest, and lead?
In this episode of Off the Wall, David B. Armstrong, CFA, and Nate W. Tonsager, CIPM, sit down with AI & Exec Advisor and Fractional CMO Liza Adams to unpack AI's real impact and how the most successful leaders are using it. From creating your own GPT to navigating the fear of job loss, they explore how AI is transforming everything from creative thinking to strategic decision-making.
Bonus: Liza shares her GRACE framework for writing better prompts and explains why embracing AI as a thought partner—not just a tool—could be the key to staying relevant in a rapidly shifting landscape.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/
Episode Timeline/Key Highlights:
0:00 Introduction & Important Disclosure
4:51 AI Truths
9:05 Digital Twins and AI as Teammates
14:02 Liza's GRACE Framework
16:31 Evolution of Jobs
26:40 Empathy in AI Adoption
39:20 Making AI Work for Business
44:17 Closing Remarks and Resources
About Liza Adams:
Liza Adams is an AI and executive advisor, fractional CMO, and founding partner at GrowthPath Partners. With over 20 years of experience leading businesses and go-to-market teams through industry inflection points, she helps organizations accelerate responsible AI adoption through strategic marketing transformation and applied AI initiatives. Her work has driven measurable impact—achieving 35% better campaign performance, 98% lead qualification accuracy, and 75% faster content creation in just six months.
Recognized as a top AI thought leader by SaaStr and Pavilion, she's also been named one of the "50 CMOs to Watch." Her insights have been featured in Forbes, MarketingProfs, and more. In this conversation, she shares what it takes to scale teams with both human and AI talent, and why responsible innovation is the key to long-term growth.
Connect with Liza on LinkedIn: https://www.linkedin.com/in/lizaadams/
Connect with Monument Wealth Management:
Visit our website: https://bit.ly/monumentwealthwebsite
Follow us on Instagram: https://bit.ly/MonumentWealthIG
Connect on LinkedIn: https://bit.ly/MonumentWealthLI
Connect on Facebook: https://bit.ly/MonumentWealthFB
Connect on YouTube: https://bit.ly/YouTubeMWMFit
Subscribe to our Private Wealth Newsletter:
About "Off the Wall":
OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.
Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.