Austin McCulloh on Financial Advisor Innovation, Tech Entrepreneurship & Investing for Autonomy | Modern Investing Podcast

Modern Investing Podcast

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In this episode, we’re joined by Austin McCulloh, a former financial advisor turned tech entrepreneur, to explore how innovation is reshaping both the financial advisory industry and personal wealth-building.

Austin shares:

• His journey from financial advisor to founder of Reply Assist, a tool built to help advisors scale meaningful client conversations
• Why he left the traditional finance world to solve problems with technology and automation
• How today’s economic landscape demands adaptability, creativity, and vision
• His evolving investment philosophy, including why he favors business building over passive income in the early stages—and why angel investing is on his radar
• A compelling perspective on how investing can create freedom, not just returns

“I realized the best investment wasn’t a stock—it was building something that solves a real problem.”

This episode is a compelling listen for financial professionals, aspiring founders, and anyone exploring the intersection of entrepreneurship, investing, and personal autonomy.

About Austin McCulloh:

Austin McCulloh is the founder of Reply Assist, a tech solution designed to help financial advisors grow their business by streamlining and scaling client outreach. Before launching his startup, Austin worked as a financial advisor, where he developed a deep understanding of both the industry’s limitations and its potential.

Driven by a passion for entrepreneurship, innovation, and financial empowerment, Austin is committed to helping others take ownership of their financial path. His investing strategy focuses on long-term value through business ownership, with plans to expand into angel investing and venture capital following future exits.

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