Further Reflections with Greg Kraminsky

Advisors once lived by the phone, a notepad, and a stack of prospecting lists.

Now? AI, CRM systems, and customized pools are shaping the way advice is delivered, and relationships are built.

This week, Colin continues his conversation with Greg Kraminsky in part two of their reflection on 30+ years of change in the investment world. They unpack the real evolution: not just in products and technology, but in purpose, relationships, and trust.

🎧 From regulatory shifts and tech revolutions to the human side of advice, this episode is a candid look at how far the industry has come, and where it’s heading next.