Compliance, AI, & The Future of Financial Advice w/ Chad Gordon | The Afternoon Advisor E2

Is compliance a "boogeyman" keeping you up at night as a financial advisor, or is it the secret to your firm’s reputation? In this episode of The Afternoon Advisor, Nate Hoskin sits down with Chad Gordon, founder of Sharp Archive and an RIA owner who is obsessed with driving "time spent on compliance" down to zero. They dive into the high-stakes world of SEC fines, the rise of AI-powered litigation, and why the future of financial advice is a 100% "collapse" into human relationships. In this ...