Featured creator
Ray Lucia Jr.
Appears on 1 show we index, most recently in 20 episodes below.
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Recent appearances
How Should Financial Advisors Build Their AI Tech Stack? | Jessica PerezVaulted Views with Ray Lucia Jr.Aug 27, 202640:03HostWhat Is Your Financial Advisory Practice Actually Worth?Vaulted Views with Ray Lucia Jr.Aug 20, 202638:00HostThe AI Advantage Most Financial Advisors Are Completely MissingVaulted Views with Ray Lucia Jr.Aug 6, 202643:49HostJourney to 1 Million (Ep.3): How CEOs Think About Work-Life Balance (Hint: It's Not Balance)Vaulted Views with Ray Lucia Jr.Jul 31, 202612:38HostFormer SEC Attorney Explains What Every Financial Advisor Should KnowVaulted Views with Ray Lucia Jr.Jul 23, 20261:01:39HostYour AI Playbook for Financial Advisors (Where to Start)Vaulted Views with Ray Lucia Jr.Jul 16, 202612:45HostHow Financial Advisors Build Scale with AIVaulted Views with Ray Lucia Jr.Jun 12, 20268:32HostAI is Not a Tool: It's an Operating System for Financial AdvisorsVaulted Views with Ray Lucia Jr.May 29, 20268:11HostJourney to 1 Million (Ep. 1): The Origin Story, The Bucket Strategy, and the Mission Behind It AllVaulted Views with Ray Lucia Jr.May 21, 202627:39HostWhy Medicare Planning Is One of The Biggest Gaps in Most Advisory ProcessesVaulted Views with Ray Lucia Jr.May 8, 202622:58HostThe Advisor Differentiation Playbook (Structured Products Explained)Vaulted Views with Ray Lucia Jr.Apr 30, 202633:22HostThe End of 60/40? A Smarter Retirement Strategy for AdvisorsVaulted Views with Ray Lucia Jr.Apr 23, 202610:31HostI Talked to a CEO Who Transforms How Owners Leave Their CompaniesVaulted Views with Ray Lucia Jr.Apr 9, 202656:16HostHow Fiduciary Advisors Build Enterprise Value and Retain Clients in Volatile MarketsVaulted Views with Ray Lucia Jr.Apr 7, 20258:34HostBusiness Lessons from Sports, Hollywood, and HospitalityVaulted Views with Ray Lucia Jr.Mar 24, 20251:00:52HostThe Hidden Costs of Index Funds: What Every Investor Must KnowVaulted Views with Ray Lucia Jr.Mar 17, 20256:09HostThe #1 Retirement Fear (And How to Avoid It)Vaulted Views with Ray Lucia Jr.Mar 10, 202513:32HostAI & Insurance: Closing the DealVaulted Views with Ray Lucia Jr.Mar 3, 202539:36HostEntrepreneurship, Risk-Taking & Bourbon: The Story of Cask & Coast BourbonVaulted Views with Ray Lucia Jr.Feb 24, 202555:22Host#014 Vaulted Views - Meet the Southern Savant of Retirement PlanningVaulted Views with Ray Lucia Jr.Feb 18, 20251:09:13Host