[Top Agency Series] Lessons on Leadership, Legacy, and Learning With Ben Altman
Release Date: 02/12/2026
INspired INsider Podcast
Mike Morse is the Owner and CEO of Fireproof Performance, a coaching and consulting company that helps law firm owners scale their businesses through proven systems, data-driven strategies, and peer collaboration. He is also the Owner and President of Mike Morse Law Firm, a leading personal injury firm that represents accident victims and has recovered billions of dollars in compensation for its clients. Mike is the co-author of Fireproof and has been recognized as one of America’s 50 Most Influential Trial Lawyers, earning multiple industry awards and national media features. In this...
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Mike Soltys is the official historian and former Vice President of Communications at ESPN, the sports media giant that revolutionized 24-hour sports broadcasting. During his 43-year career, he led media relations and communications efforts as ESPN grew into a global sports powerhouse. Garrett Z. Sutton is a corporate attorney, best-selling author, and Owner at Corporate Direct, where he helps entrepreneurs and investors structure and protect their businesses. He is the author of multiple books, including Start Your Own Corporation, Run Your Own Corporation, and several titles in Robert...
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Meghan Fialkoff is the Co-founder of The Modern Day Wife, a lifestyle brand renowned for producing luxury events that unite women, brands, and influencers across North America. Under her leadership, the brand has hosted over 50 events with audiences of up to 2,000 guests and has partnered with companies like Bloomingdale’s and W Hotels. Meghan has been recognized by LA Style Magazine and Modern Luxury, and was named a 40 Under 40 honoree by Beverly Hills Living Magazine. With a background in nonprofit leadership and philanthropy — including ringing the Nasdaq Opening Bell for her...
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Courtney Epps, EA, PhD, is the Founder of OTB Tax and a nationally recognized tax strategist, international speaker, and TEDx speaker. With nearly 20 years of experience, she helps entrepreneurs and businesses — from startups to $100 million companies — use strategic tax planning to legally reduce taxes and drive financial growth. She is also the Founder of Tax Rebels, an educational platform and community that teaches entrepreneurs how to use proactive tax strategies to keep more of what they earn. Courtney is the best-selling author of More Relaxing, Less Taxing and What’s Your Plan...
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Raghu Bala is the CEO and Founder of Synergetics AI, a firm helping enterprises design and deploy agentic AI systems to drive growth, operational efficiency, and lasting competitive advantage. A serial entrepreneur with four startup exits, he has led Synergetics AI in developing cutting-edge solutions in autonomous and agentic AI, collaborating with organizations like MIT and HPE. Raghu previously held senior roles at Yahoo, InfoSpace, and PwC and holds degrees from The Wharton School and Stanford University. In this episode… Imagine a world where your digital twin shops for you, makes...
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Dale Renner is the Founder and CEO of Redpoint Global, a software company that helps businesses collect, organize, and use customer data to improve marketing, customer experiences, and business decisions. Since 2006, he has led the company’s vision of enabling marketers to orchestrate meaningful customer interactions across channels using advanced data capabilities. Dale brings more than 25 years of experience in CRM consulting, data processing, and analytics software. Earlier in his career, he was a global managing partner at Accenture, where he founded the firm’s Global CRM practice. In...
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Corey Ganim is the Founder of Return My Time, a company helping small business owners identify operational bottlenecks and reclaim time through practical AI tools and workflow-intelligence solutions. Paul Feith is the President of Paul Gregory Media, an award-winning digital marketing agency serving nonprofits, specializing in branding, campaigns, and social media that drive impact. Phil Herrington is the Owner of The Connector Community, a business networking platform focused on connecting professionals and facilitating relationship-driven introductions and collaborations to help...
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Seth Deutsch is the Founder and Managing Partner of Samson Partners Group, a strategic advisory firm that helps founders build investor-ready companies and maximize value before a private equity exit. He has managed teams in over 80 countries, acquired more than 70 companies, executed four recapitalizations, and operated businesses with revenues from $25 million to $2 billion. Seth is the author of The Owner’s Manual and the creator of the Exit Value Realization System™ (EVRS), a framework that helps owners reduce risk, increase valuation, and prepare for successful transitions. In this...
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Bart Fanelli is the CEO and Co-founder of Skillibrium, an AI-driven revenue operating platform that aligns learning, execution, and coaching to help organizations scale high-performance revenue teams. With more than 25 years of revenue leadership experience, he has played key roles in scaling enterprise software companies, including Splunk, during a period of significant hypergrowth. He has worked with organizations from pre-IPO through post-IPO stages and is the co-author of The Success Cadence. Bart is recognized for building structured coaching frameworks that combine operational discipline...
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Ken McLoud is the Founder of Laconic Technology, a technology company focused on helping businesses harness the power of artificial intelligence and custom software to streamline operations, boost efficiency, and unlock growth. Drawing on his experience in AI engineering and strategic consulting, he partners with clients to design solutions that integrate smoothly with existing systems and deliver measurable business results. Prior to founding Laconic Technology, Ken worked as a Design Engineer at Ruger Firearms, where he leveraged his technical expertise to develop innovative products. In...
info_outlineBen Altman is the CEO and Chief Investment Officer of Altman Advisors, a multi-family office he co-founded with his father in 2016 that serves high-net-worth families. The firm provides comprehensive wealth management, financial planning, and legacy planning services. Under Ben’s leadership, Altman Advisors has built a multi-generational client base, established a ten-year investment track record, and is pursuing GIPS® certification to uphold global best practices in investment performance reporting. An active member of YPO (Young Presidents’ Organization) and EO (Entrepreneurs’ Organization), Ben is focused on integrating AI to enhance client service and internal operations.
In this episode…
What separates financial advisors who consistently thrive from those struggling to keep pace in a rapidly evolving market? How do top advisors build enduring client relationships while navigating volatility, risk, and accelerating technological change? Increasingly, the answer lies at the intersection of legacy thinking, economic discipline, and AI-driven efficiency.
Ben Altman, a wealth management expert with multi-generational advisory experience, exemplifies how disciplined investment strategy, rigorous diversification, and thoughtful technology adoption define modern financial advisory success. Drawing on lessons from past market cycles, Ben emphasizes the importance of avoiding concentrated risk. He also highlights the value of leveraging AI tools, such as voice-to-text dictation and context-driven prompting, to streamline workflows and enhance real-time client responsiveness.
In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Ben Altman, CEO and Chief Investment Officer of Altman Advisors, to explore how family legacy, economic strategy, and AI converge in modern wealth management. They discuss how Ben utilizes AI to scale operations and the principles behind proactive client engagement. They also explore practical frameworks for building resilient, long-term relationships that prioritize personalized care, which is essential for trust.