Ep. 116 – 33 Years and $1.5 Billion AUM – What still keeps this advisor up at night? with Albert Fox, CFP®, CIMA

Bill Cates interviews Albert Fox, co-managing partner of Fox, Penberthy & Dehn, a three-partner practice with 13 support staff and more than $1.5 billion in client assets. The conversation covers how the team helps clients work through major life transitions, how the practice is structured and staffed, and how the partners think about artificial intelligence and human empathy in advisory work.

1. Fox describes the team as viewing itself as critical infrastructure in families' lives, helping them execute plans through messy transitions.
2. The practice is three partners supported by 13 specialists across financial planning, investment research, client service, marketing and branding.
3. Fox says he has a healthy paranoia about artificial intelligence and argues human empathy is never replaceable by AI.
4. He says words are empty and actions are everything, and that repeated actions telegraph intentions.