Episodes: 18
Frequency: Every two weeks
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
Publicly listed emails
podcasts@proudmouth.com
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James Knapp - A CFP associated with Boyum Wealth Architects.
Sandi Klemann - Startup Cash Runway, Milestone-driven Forecasting, Fundraising Needs, Fractional CFO Services, And Financial Forecasting Software.
Dudley Ryan - Client Trust, Estate And Financial Planning, Family Dynamics, And The Role Of AI In Professional Advice.
Thomas Clawson - AI And Automation In Financial-advisor Workflows, Client Relationship Management, Data Protection, And Personalized Client Service.
Ian Davy - Insurance Risk Management, Client Education, Proactive Reviews, Responsiveness, And Long-term Customer Relationships.
How Startups Can Forecast Cash Runway When Milestones Change with Sandi Klemann (Ep. 17)
September 15, 2026
What happens when your startup’s milestones keep changing, and every change affects your cash runway and funding needs? Sometimes the answer starts with building something better for your own clients. In this episode, James Knapp speaks with Sandi Klemann, Founder and CEO of Fractional Finance Solutions, about leaving corporate finance, building a fractional CFO practice, and turning an Excel forecasting model into software. Sandi explains how startup milestones affect cash runway, funding ne...
Why Client Trust Still Wins in the Age of AI with Dudley Ryan (Ep. 16)
September 01, 2026
Technology can make communication easier, but it can’t replace the trust that grows through meaningful relationships and thoughtful guidance. What keeps clients engaged over the long term? How do experienced advisors avoid analysis paralysis while helping families make difficult planning decisions? In this episode, James Knapp sits down with attorney Dudley Ryan to discuss why personal relationships remain at the center of great financial and estate planning. They explore how trust is e...
Building a More Connected Retirement Plan with Tenner Stoe, CFP®, CPWA® (Ep. 15)
August 18, 2026
You’ve spent years saving, but knowing what you can afford to do in retirement may still feel unclear. A connected plan can help you see how your choices affect one another. In this episode, James Knapp speaks with Tenner Stoe, CFP®, CPWA®, and Wealth Architect at Boyum Wealth Architects, about his career across banks, broker-dealers, and registered investment advisory firms. Tenner explains how retirement planning brings together income, investments, taxes, insurance, and estate decisions. T...
Wealth on Purpose · Low booking difficulty · 100 - 1,000 listeners
Zombie Advisor is hosted by James Knapp. Its publicly listed email is podcasts@proudmouth.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.
The publicly listed email for Zombie Advisor: podcasts@proudmouth.com.
Podseeker estimates Zombie Advisor reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Zombie Advisor typically books working professionals with real expertise. Typical guest background: Experienced practitioners, business founders, and executives with direct expertise in financial planning, client service, insurance, estate planning, finance, or technology for financial advisors. Common among recent guests: Founded or led a relevant professional-services firm or technology company; Built substantial expertise in a financial or legal practice area; Held a senior professional role or developed a practical solution for financial advisors. Recent guests include Sandi Klemann, Dudley Ryan, and Thomas Clawson.
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
Recent episodes cover Finance, Financial Planning, Wealth Management, Estate Planning, and Insurance. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
podcasts@proudmouth.com
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