Turning Holistic Advice into Holistic Implementation with Max Lane

This week, Jack Sharry talks with Max Lane, CEO of Flourish. Since joining the company in 2017, Max has helped build Flourish around one central idea: advisors need better tools to serve clients beyond the investment portfolio.

Jack and Max explore the shift from holistic advice to holistic implementation and why clients increasingly expect advisors to do more than hand them a financial plan and a list of homework. Max unpacks how Flourish is helping independent advisors close that gap, allowing clients to maintain control of their money while giving advisors new ways to uncover held-away assets, expand wallet share, generate referrals, and compete more effectively with private banks and wirehouses. He also looks ahead to how new capabilities, enterprise infrastructure, data, and AI could help advisors deliver more proactive financial advice.