What if financial advisors didn’t just use AI tools—but had AI workers supporting their business?

In this episode of Money Matters, host Chris Hensley is joined by Jonathan Michael, Director of Growth at TIFIN AXIS, to unpack what AI agents really are, how they differ from chatbots, and why they’re quickly becoming a practical way for advisory firms to scale.

Jonathan brings a founder’s perspective from both EdTech and WealthTech and focuses on one core idea: AI should take on the operational, repetitive work that slows firms down—so advisors can spend more time where they add the most value.

In this conversation, we discuss:

• What defines an AI agent (and what doesn’t)

• Why AI workers are best thought of as digital co-workers

• Where agents outperform traditional software and manual workflows

• Why structured prompting is a best practice for reliability and oversight

• How verification loops reduce AI errors and improve confidence

• The role of data infrastructure in deploying AI responsibly

• What the RIA of the future looks like with humans and AI working together

If you’re a financial advisor or RIA leader trying to make sense of AI without the hype, this episode offers a grounded, practical look at how firms are actually using it today—and where it’s heading next.

🔗 Guest

Jonathan Michael
Director of Growth, TIFIN AXIS
Host, AI for Wealth
Author, Wealth Management Prompts

In this powerful conversation, host Christopher Hensley, RICP®, CES® sits down once again with George Kinder—internationally recognized as the father of life planning and the visionary behind the global Fiduciary in All Things (FIAT) movement. Together, they explore what it would mean for our institutions, our democracy, and our financial systems to finally act in the best interest of the people they serve.

Kinder explains how a fiduciary society—rooted in truth, people, democracy, and the planet—could dissolve many of the challenges we face today while preserving the entrepreneurial energy, innovation, and competitiveness that have fueled economic growth. From redefining the role of leadership to examining how polarization and mistrust have fractured civic life, this episode offers an inspiring blueprint for a more ethical and human-centered future.

You’ll learn:

• Why fiduciary principles shouldn’t stop at financial advice, but extend to government, media, business, and technology

• How FIAT could reshape democracy so leaders work for the people, not their own agendas

• The importance of mindfulness and deep listening in building trustworthy institutions

• Kinder’s vision for a world where business leaders become true heroes and models for future generations

• How AI, truth, and governance intersect—and why ethical guardrails matter now more than ever

• What a civilization “of the people, by the people, and for the people” looks like when fiduciary values guide decision-making

Whether you’re a financial professional, a policymaker, a parent, or simply someone looking for a more trustworthy world, this conversation will challenge and inspire you to imagine what a fully fiduciary society could achieve.

👉 Learn more about the FIAT movement at fiduciaryinallthings.com