EPOK Insider

Wealth management is at an inflection point. Client expectations are shifting, regulation is evolving, and technology is rewriting the rules. Hosted by Kendra Thompson, founder of Epok Advice, Epok Insider takes you behind the boardroom doors with executives, innovators, and visionaries shaping the future of wealth. This isn’t theory—it’s what leaders are wrestling with right now: growth, disruption, succession, innovation, and the next wave of client needs. Advisors, executives, and curious observers alike will find practical perspectives and sharp insights you won’t hear anywhere else.

Tommy Marshall

In this episode of Epok Insider, I sit down with Tommy Marshall—CRO at Sirius AI, partner at Alpha Tech Partners, fintech advisor, entrepreneur, and longtime innovation leader. We get candid about where wealth is headed, why community matters in today’s VC ecosystem, and the practical AI use cases that can actually unlock advisor capacity. Tommy also shares the story behind the Georgia Fintech Academy - 10,000 students reached; 45% women; 50% Black - and what it takes to prepare the next generation to join financial services and fintech.

We cover: Alpha Tech Partners: strategic VC for wealth & asset management tech Why the next wave of innovation is insight + integration, not more point tools AI as an advisor enabler - freeing time, better prep, fewer cracks How innovation models are shifting—from incubators to direct, strategic collaboration The Atlanta/Georgia fintech scene: payments, wealth, asset management, and talent Building inclusive talent pipelines that actually work

Marla Sofer

In this episode, Kendra Thompson speaks with Mara Sofer, founder and CEO of Knomee — a behavioral finance platform that’s redefining client discovery for advisors. With over 20 years of experience at firms like BlackRock, J.P. Morgan, Microsoft, and Carta, Mara is now on a mission to bring emotional intelligence, values, and self-awareness into financial conversations.

We cover:

  • Why understanding clients as deeply as they understand themselves is the missing link in wealth tech

  • How Knomee leverages behavioral finance research to transform discovery and advice

  • The surprising reactions clients have when engaging with Knomee

  • What the B2B shift means for wealth management firms and advisors

  • Marla’s founder journey: the challenges, sacrifices, and rewards of building something new

  • Her podcast Knowing Me, Knowing You and what she’s learning from futurists and financial innovators

If you’re curious about the future of advice, the role of behavioral data, or how fintech founders are humanizing wealth management, this conversation is packed with insights.

April Rudin

Join Kendra Thompson on Epok Insider as she chats with April Rudin, CEO and founder of The Rudin Group, a trailblazer reshaping wealth management marketing. April shares her journey from overcoming industry skepticism—where she was once told, “banks will never hire outside firms, high-net-worth individuals will never be on the internet, and social media is a fad” -- to transforming how financial advisors reach and resonate with modern investors In this candid conversation, April dives into:

  • The power of authentic, personal branding in building client trust over institutional stereotypes financialmarketinginsights.com

  • Why traditional imagery (think chess pieces or lighthouses) is falling flat with Gen Z and younger investors

  • The balance between innovation and brand identity, and when to evolve incrementally versus boldly financialmarketinginsights.com

  • How the human touch—empathy, communication, and relatability—remains central even in a digital age

  • A sneak peek at her upcoming book Wealth Management with a Difference, co‑authored with Nick Rice, set for release in October 2025

Tune in for sharp insights, refreshing perspective, and a masterclass in modernizing marketing for wealth management.