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Will AI Replace Wealth Managers? (with Angelo Cirinelli)
In Episode 39 of The More Smarter Show, Jake and Dylan sit down with Angelo Cirinelli, co-founder of Sterling Adams Wealth Management, to talk about building a financial planning business from zero to 30+ clients in just a few years. Angelo shares how he transitioned from molecular biology to advising real estate investors, the systems and workflows that helped him grow, and why networking, mentorship, and credibility matter more than social media for long-term client relationships.
The conversation dives into financial planning for real estate investors, scaling a service business, hiring…
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