Inside Modern Practice Management with Will Hoffman
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Inside Modern Practice Management with Will Hoffman
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In this Only Human episode, Will Hoffman joins the show to talk about how AI is changing financial advisor workflows, client service, and firm growth. He shares his path from insurance to independence, how Hoffman Wealth Management uses Jump and Claude, and why better tech can make advisors more human, not less. A standout moment comes in the show’s “marry, divorce, date” segment, where Will names the tools he’s committed to, leaving behind, and exploring next. This episode is a strong listen for RIAs, wealth managers, and advisors thinking about AI, scaling, and modern practice management.
Linkedin- William Hoffman
Instagram: @hoffmanwealthmanagement
YouTube: @hoffmanwealthmanagement
Facebook: Hoffman Wealth Management
Website- www.hoffmanwealth.com