Vaulted Views with Ray Lucia Jr.

Publicly listed emails

chris@luciapro.com

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How Should Financial Advisors Build Their AI Tech Stack? | Jessica Perez

August 27, 2026

Financial advisors don't have a technology problem. They have an infrastructure problem.You buy the CRM. The AI notetaker. The planning software. The dashboard. Another tool gets added because it's supposed to make the practice more efficient.Then you look up and you've got a dozen logins, systems that don't talk to each other and data scattered across your entire tech stack.Jessica Perez has spent more than 20 years in financial services, including senior leadership at Carson...

What Is Your Financial Advisory Practice Actually Worth?

August 20, 2026

What makes one financial advisory practice worth more than another?You can spend 20 or 30 years building a book of business. But if you wait until you're ready to sell to start thinking about valuation and succession, you've probably waited too long.And so I wanted to understand what this looks like from the financing side.In this episode of Vaulted Views, I sit down with James Hughes, Head of Investment Advisory at Live Oak Bank, to talk about financial advisor M&A, practice valu...

The AI Advantage Most Financial Advisors Are Completely Missing

August 06, 2026

Every financial advisor is asking the same question:Will AI replace me... or make me better?That's the low view.The vaulted view is asking a different question:How do I use AI to become a better advisor?In this episode of Vaulted Views, I sit down with Chris Mendoza, Head of Research at 15 Equity and one of the few people I know who lives at the intersection of artificial intelligence, investment research, and financial advisory businesses.Chris holds a Master's in Applied Artificial ...

How do I get in touch with Vaulted Views with Ray Lucia Jr.?

Vaulted Views with Ray Lucia Jr. is hosted by Ray Lucia Jr.. Its publicly listed email is chris@luciapro.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Vaulted Views with Ray Lucia Jr.?

The publicly listed email for Vaulted Views with Ray Lucia Jr.: chris@luciapro.com.

How many listeners does Vaulted Views with Ray Lucia Jr. have?

Podseeker estimates Vaulted Views with Ray Lucia Jr. reaches fewer than 100 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Vaulted Views with Ray Lucia Jr.?

Vaulted Views with Ray Lucia Jr. typically books industry leaders. Typical guest background: Established subject-matter expertise in financial advice, wealth management, fintech, regulatory law, or advisory-firm operations; guests include senior executives and former regulators. Common among recent guests: Senior leadership in financial services or investment advisory; Specialized expertise in advisory-firm acquisitions, technology, or regulation; Significant professional experience in SEC enforcement or investment-advisor defense. Recent guests include Jessica Perez, James Hughes, and Chris Mendoza.

How hard is it to get booked on Vaulted Views with Ray Lucia Jr.?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Vaulted Views with Ray Lucia Jr. cover?

Recent episodes cover Finance, Wealth Management, Financial Advisors, Financial Technology, and Succession Planning. Pitch an idea tied to one of these topics and mention a recent episode.