Ben Altman is the CEO and Chief Investment Officer of Altman Advisors, a multi-family office he co-founded with his father in 2016 that serves high-net-worth families. The firm provides comprehensive wealth management, financial planning, and legacy planning services. Under Ben's leadership, Altman Advisors has built a multi-generational client base, established a ten-year investment track record, and is pursuing GIPS® certification to uphold global best practices in investment performance reporting. An active member of YPO (Young Presidents' Organization) and EO (Entrepreneurs' Organization), Ben is focused on integrating AI to enhance client service and internal operations.

What separates financial advisors who consistently thrive from those struggling to keep pace in a rapidly evolving market? How do top advisors build enduring client relationships while navigating volatility, risk, and accelerating technological change? Increasingly, the answer lies at the intersection of legacy thinking, economic discipline, and AI-driven efficiency.

Ben Altman, a wealth management expert with multi-generational advisory experience, exemplifies how disciplined investment strategy, rigorous diversification, and thoughtful technology adoption define modern financial advisory success. Drawing on lessons from past market cycles, Ben emphasizes the importance of avoiding concentrated risk. He also highlights the value of leveraging AI tools, such as voice-to-text dictation and context-driven prompting, to streamline workflows and enhance real-time client responsiveness.

In this episode of the Rising Entrepreneurs Podcast, Dr. Jeremy Weisz sits down with Ben Altman, CEO and Chief Investment Officer of Altman Advisors, to explore how family legacy, economic strategy, and AI converge in modern wealth management. They discuss how Ben utilizes AI to scale operations and the principles behind proactive client engagement. They also explore practical frameworks for building resilient, long-term relationships that prioritize personalized care, which is essential for trust.

Ghazenfer Mansoor is the Founder and CEO of Technology Rivers, a software company developing HIPAA-compliant web, mobile, and cloud-based healthcare software applications. As a seasoned advisor and investor in technology and healthcare, he has fulfilled roles as an architect, programmer, software engineer, user experience specialist, product developer, growth hacker, and chief technology officer.

Ever wondered why some apps become part of your daily routine while others disappear after a single use? Creating technology people truly love requires mastering retention, trust, and thoughtful AI integration. So what separates indispensable apps from the rest?

According to Ghazenfer Mansoor, a seasoned healthcare SaaS builder and author, the apps that endure are those designed around a single, essential user need and built with security and trust at their core. He highlights the importance of protecting sensitive data through privacy-first AI approaches such as retrieval-augmented generation and zero-retention language models. The impact is clear: when users feel safe and understood, they stay. He also stresses avoiding feature bloat, embedding feedback loops early, and iterating continuously based on real user behavior.

In this episode of the Rising Entrepreneurs Podcast, Dr. Jeremy Weisz sits down with Ghazenfer Mansoor, Founder and CEO of Technology Rivers, to discuss building secure, user-loved apps in healthcare and SaaS programs. They dive into designing for retention, avoiding common product pitfalls, and selecting the right tech stack to scale effectively. Ghazenfer also shares how AI tools and book recommendations shape his productivity and decision-making.

CJ Bruce is the Founder and CEO of The Missing Ingredient, a marketing agency focused on helping food and beverage brands grow through strategic digital campaigns, audience engagement, and data-informed marketing. CJ specializes in simplifying complex marketing, elevating brand awareness, customer acquisition, and loyalty for high-impact food brands like Sumo Citrus, Amy's Kitchen, and Baskin-Robbins. His expertise blends research-based strategy with creative execution to deliver measurable results.

Marketing a food and beverage brand today isn't just about having a great product on the shelf. It's about building awareness, creating genuine connections, and knowing how to use modern tools like AI without losing the human touch. So what does it actually take to scale in such a crowded space?

For CJ Bruce, the answer comes down to focus, creativity, and smart adoption of technology. He explains that brands grow fastest when they combine strong storytelling with systems that move customers from discovery to purchase, both online and in-store. CJ sees AI as a powerful co-pilot, helping teams generate ideas, automate workflows, and unlock opportunities that used to be out of reach for smaller brands.

In this episode of the Rising Entrepreneurs Podcast, Dr. Jeremy Weisz is joined by CJ Bruce, Founder and CEO of The Missing Ingredient, to discuss scaling food and beverage brands through innovative marketing and AI adoption. They explore influencer relations, viral campaign strategy, and how AI tools are reshaping agency workflows. CJ also shares advice on building long-term partnerships that drive measurable growth.