Sam Kendree
The wealth management industry manages trillions — yet underneath the surface, it still runs on Zillow searches, handwritten notes, and decades-old workflows.
In this episode, Chris Mailander talks with Sam Kendree, CEO & Co-Founder of WealthFeed, about why a $30B+ S&P 500 company like Broadridge chose to back a nine-person startup with a strategic investment, and what that says about where wealth management is really headed.
Sam breaks down the reality behind this slow-moving system — and why the coming $84 trillion wealth transfer could fundamentally reshape who wins and who disappears.
From private equity flooding the space, to AI “wrappers” overwhelming advisors, to a new generation that changes advisors within 12 months of inheriting wealth, this conversation pulls apart the forces reshaping one of the biggest, oldest, and least-changed industries in America.
If you want to understand how wealth really moves — and why the next decade will not look like the last — this episode is essential.
Key Moments
How wealth managers still source clients using Zillow and court filings
Why only 5–10% of advisors use modern prospecting tools
How AI is flooding the industry with low-quality tech
Why inheritors immediately fire their advisor
The $0–$5M segment no one is serving
Why “money in motion” is the real catalyst event
What WealthFeed’s five-click discovery model enables
What happens when the bull market ends