Sam Kendree | Inside the $84 Trillion Wealth Shift No One Is Ready For
Thu Nov 20 2025
The wealth management industry manages trillions — yet underneath the surface, it still runs on Zillow searches, handwritten notes, and decades-old workflows.
In this episode, Chris Mailander talks with Sam Kendree, CEO & Co-Founder of WealthFeed, about why a $30B+ S&P 500 company like Broadridge chose to back a nine-person startup with a strategic investment, and what that says about where wealth management is really headed.
Sam breaks down the reality behind this slow-moving system — and why the coming $84 trillion wealth transfer could fundamentally reshape who wins and who disappears.
From private equity flooding the space, to AI “wrappers” overwhelming advisors, to a new generation that changes advisors within 12 months of inheriting wealth, this conversation pulls apart the forces reshaping one of the biggest, oldest, and least-changed industries in America.
If you want to understand how wealth really moves — and why the next decade will not look like the last — this episode is essential.
Key Moments
• How wealth managers still source clients using Zillow and court filings
• Why only 5–10% of advisors use modern prospecting tools
• How AI is flooding the industry with low-quality tech
• Why inheritors immediately fire their advisor
• The $0–$5M segment no one is serving
• Why “money in motion” is the real catalyst event
• What WealthFeed’s five-click discovery model enables
• What happens when the bull market ends
Chapters:
00:00 Transforming Wealth Management with Technology
03:00 The Crisis in Financial Advising
06:05 Revolutionizing Client Acquisition
08:57 AI's Role in Wealth Management
11:48 Personalization in Financial Outreach
14:52 The Future of Wealth Management
17:45 Navigating the AI Landscape
20:50 The Old Guard vs. New School in Finance
23:42 The Evolution of Trust in Financial Relationships
25:56 The Impact of AI on Consumer Expectations
29:13 Robinhood's Influence on Wealth Management
32:21 WealthFeed's Role in the Financial Landscape
35:26 Navigating Partnerships in Wealth Management
43:06 Forecasting the Future of Wealth Management
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Socials:
X: https://x.com/MailanderPod
Instagram: https://www.instagram.com/chris_mailander_podcast/
https://www.podcast.chrismailander.com/
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Original Music by Billy Goodrum
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The wealth management industry manages trillions — yet underneath the surface, it still runs on Zillow searches, handwritten notes, and decades-old workflows. In this episode, Chris Mailander talks with Sam Kendree, CEO & Co-Founder of WealthFeed, about why a $30B+ S&P 500 company like Broadridge chose to back a nine-person startup with a strategic investment, and what that says about where wealth management is really headed. Sam breaks down the reality behind this slow-moving system — and why the coming $84 trillion wealth transfer could fundamentally reshape who wins and who disappears. From private equity flooding the space, to AI “wrappers” overwhelming advisors, to a new generation that changes advisors within 12 months of inheriting wealth, this conversation pulls apart the forces reshaping one of the biggest, oldest, and least-changed industries in America. If you want to understand how wealth really moves — and why the next decade will not look like the last — this episode is essential. Key Moments • How wealth managers still source clients using Zillow and court filings • Why only 5–10% of advisors use modern prospecting tools • How AI is flooding the industry with low-quality tech • Why inheritors immediately fire their advisor • The $0–$5M segment no one is serving • Why “money in motion” is the real catalyst event • What WealthFeed’s five-click discovery model enables • What happens when the bull market ends Chapters: 00:00 Transforming Wealth Management with Technology 03:00 The Crisis in Financial Advising 06:05 Revolutionizing Client Acquisition 08:57 AI's Role in Wealth Management 11:48 Personalization in Financial Outreach 14:52 The Future of Wealth Management 17:45 Navigating the AI Landscape 20:50 The Old Guard vs. New School in Finance 23:42 The Evolution of Trust in Financial Relationships 25:56 The Impact of AI on Consumer Expectations 29:13 Robinhood's Influence on Wealth Management 32:21 WealthFeed's Role in the Financial Landscape 35:26 Navigating Partnerships in Wealth Management 43:06 Forecasting the Future of Wealth Management ___________________________________ Socials: X: https://x.com/MailanderPod Instagram: https://www.instagram.com/chris_mailander_podcast/ https://www.podcast.chrismailander.com/ ___________________________________ Original Music by Billy Goodrum