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The Innovators & Investors Podcast


1 AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49
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In this episode of The Innovators & Investors Podcast hosted by Kristian Marquez, guest Sindhu Joseph, founder and CEO of CogniCor, shares how artificial intelligence is transforming the financial services and wealth management industry. Sindhu discusses the significant wealth disparity she has observed globally and how CogniCor’s AI-powered co-pilot platform empowers financial advisors to scale their services, reaching beyond the traditional 30% of affluent households to potentially 70-80%. By reducing administrative burdens and providing a unified, real-time 360-degree view of client households, CogniCor enables advisors to deliver personalized, data-driven financial advice efficiently. Sindhu also reflects on her 15+ years of experience in AI, her global upbringing across India, Europe, and the US, and how her human-first approach shapes CogniCor’s mission to democratize access to wealth management. The episode explores the future impact of AI on work and society, the importance of domain expertise combined with AI knowledge, and the challenges posed by fragmented legacy systems in financial services. Listeners gain valuable insights into the intersection of AI innovation, fintech disruption, and ethical leadership in building scalable, impactful technology solutions. Whether you’re a financial professional, investor, or tech enthusiast, this episode offers a deep dive into AI’s transformative potential in wealth management and the inspiring journey of a visionary founder driving meaningful change. Learn more about Sindhu's work at https://www.cognicor.com/ Connect with Sindhu on LinkedIn at https://www.linkedin.com/in/sindhujoseph/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
Liam's List: Interview with Chef and Author Douglas Keane
Manage episode 487263723 series 1511184
Content provided by Audacy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audacy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
KCBS Radio's Foodie Chap Liam Mayclem is here to discuss Chef Douglas Keane’s book Culinary Leverage - A Journey Through the Heat.
…
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102 episodes
Manage episode 487263723 series 1511184
Content provided by Audacy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audacy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
KCBS Radio's Foodie Chap Liam Mayclem is here to discuss Chef Douglas Keane’s book Culinary Leverage - A Journey Through the Heat.
…
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102 episodes
All episodes
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Foodie Chap

1 Liam's List: Interview with Ryan Lynch of Buena Vista Winery 7:07
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Buena Vista Winery’s Winemaker, Ryan Lynch, about the history of the winery. They share tasting notes on many of the wines that are named after family members of the original founder.
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Foodie Chap

1 Liam's List: Interview with Sean Doherty at Carlotta’s Cocktail & Wine Bar 8:42
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Julian Hotel’s Food and Beverage Manager Sean Doherty about Hitchcock Month at Carlotta’s Cocktail and Wine Bar. Carlotta’s will be serving specials to honor Alfred Hitchcock, the Master of Suspense.
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Foodie Chap

1 Liam's List: Remembering Chef “Big Jim” Modesitt 10:32
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This week, KCBS Radio's Foodie Chap Liam Mayclem shares a touching tribute to Chef “Big Jim” Modesitt. Chef Jim will be greatly missed. His amazing BBQ and his contributions to the community will be remembered throughout the Bay Area.
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Foodie Chap

1 Liam's List: Interview with Marcus Garcia from Ozumo 4:10
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Ozumo’s Managing Partner and Sommelier, Marcus Garcia. Ozumo is counting down to its 25th Anniversary with amazing food and all day Happy Hours on Friday.
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Foodie Chap

1 Liam's List: Interview with Chef Laurence Jossel at Nopa Fish 14:34
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Nopa Fish’s Chef Laurence Jossel about his new shop in the Ferry Building and the amazing dishes he serves full of local ingredients and fishy favorites.
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Foodie Chap

1 Liam's List: Interview with Kais Bouzidi of Bon Délire 12:04
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Bon Délire’s Owner Kais Bouzidi about growing up in France at his parents’ creperie as well as his two other restaurants in San Francisco, Barcha and Sens.
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Foodie Chap

1 Liam's List: Interview with Chef Victoriano of La Mar 6:08
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KCBS Radio's Foodie Chap Liam Mayclem speaks with La Mar’s Chef Victoriano about cebiche and Pisco on the Embarcadero.
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Foodie Chap

1 Liam's List: Interview with Shelley Lindgren 14:46
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KCBS Radio's Foodie Chap Liam Mayclem speaks with A16 Napa’s Shelley Lindgren about A16’s permanent space in Downtown Napa that features the restaurant’s greatest and tastiest hits.
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Foodie Chap

1 Liam's List: Chef Interview with Phillip Moratin 5:22
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KCBS Radio's Foodie Chap Liam Mayclem is here to talk with Chef Phillip Moratin about The Archer Hotel’s upcoming event, Vines, Views, and Vibes.
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Foodie Chap

1 Liam's List: Interview with Chef and Author Douglas Keane 13:55
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KCBS Radio's Foodie Chap Liam Mayclem is here to discuss Chef Douglas Keane’s book Culinary Leverage - A Journey Through the Heat.
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Foodie Chap

1 Bottlerock's Culinary Stage experience promises good eats and vibes 3:49
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This weekend in Napa Valley, musicians, athletes and actors alike will be taking to the stage alongside celebrity chefs at the Williams Sonoma Culinary Stage at BottleRock festival. For more, KCBS Radio anchor Eric Thomas spoke with KCBS Foodie Chap Liam Mayclem, who is hosting the culinary experiences.…
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Foodie Chap

1 Liam's List: Tracey Shepos Cenami, Executive Chef of Jackson Family Wines and Food 7:37
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KCBS Radio's Foodie Chap Liam Mayclem is here to discuss this weekend's Healdsburg Wine and Food Experience event with Tracey Shepos Cenami, Executive Chef of Jackson Family Wines and Food.
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Foodie Chap

1 Liam's List: Ajay Walia, Reena Miglani, and Executive Chef Bret Tullis of Amara 14:22
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Ajay Walia and Reena Miglani of Amara as well as Executive Chef, Bret Tullis. Journey through time and place via a menu that shifts between cultures and countries from Mykonos to Marakech.
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Foodie Chap

1 Liam's List: Interview with Steve Ledson of Ledson Winery 11:16
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Steve Ledson of Ledson Winery about the Moon Mountain District. Every wine he makes has a story and is a celebration of life and the region.
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Foodie Chap

1 Liam's List: Interview with Prelude Chef Celtin Hendrickson-Jones 18:05
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Prelude’s Chef Celtin Hendrickson-Jones about the Southern-inspired food and cocktails at the restaurant. Chef Celtin reminisces about his grandmother’s home cooking and talks about how the menu at Prelude honors those flavors while bringing them to the contemporary fine dining scene.…
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Foodie Chap

1 Liam's List: San Francisco Restaurant Week at Dalida 21:37
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Dalida’s Pastry Chef Deirdre Balao and Bar Manager Evan Williams. He’s off to a great start of SF Restaurant week at Dalida in the Presidio.
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Foodie Chap

1 Liam's List: Oakland Restaurant Week at Oakland Zoo’s Landing Cafe 5:20
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Oakland Zoo’s CEO, Nik Dehejia, about the special things Landing Cafe is doing for Oakland Restaurant week. Look forward to a new menu featuring some new plant based options.
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Foodie Chap

1 Liam's List: Oakland Restaurant Week at ODIN by Chef Jose Ramos 17:03
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Odin’s Chef Jose Ramos and restaurant Owner Silvia McCollow about Oakland Restaurant Week and authentic Mexican cuisine.
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Foodie Chap

1 Liam's List: St. Patrick’s Day with Gillian Fitzgerald 10:01
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KCBS Radio's Foodie Chap Liam Mayclem is here to discuss the journey and history behind Casements Bar and upcoming St. Patrick’s Day events with Gillian Fitzgerald.
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Foodie Chap

1 Liam's List: Interview with Prospect SF Chef Pam Mazzola 18:29
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KCBS Radio’s Foodie Chap Liam Mayclem is here to discuss childhood cooking memories, Boulevard and Prospect SF with Chef Pam Mazzola.
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Foodie Chap

1 Liam's List: Interview with MeyHouse Chef and Owner, Omer Artung 15:42
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KCBS Radio's Foodie Chap Liam Mayclem is here to discuss cooking from the heart with Chef Omer Artung, MeyHouse, Palo Alto
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Foodie Chap

1 Liam's List: Interview with Kothai Republic’s Owner and Chef, Sung Park 17:53
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KCBS Radio's Foodie Chap Liam Mayclem is here to discuss the joys of working with family, possible restaurant names and sourcing locally for menu items with Kothai Republic owner and chef, Sung Park.
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Foodie Chap

KCBS Radio’s Foodie Chap Liam Mayclem is here to discuss Italian Wines, restaurant dreams and Valentine's Day ambience with Vina Enoteca Owner, Rocco Scordella.
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Foodie Chap

1 Interview with China Live’s Owner and Chef, George Chen 11:17
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KCBS Radio's Foodie Chap Liam Mayclem is here to discuss China Live’s Chinese New Year menu items, The Chinese New Year, and The Chinese New Year Parade.
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Foodie Chap

1 Liam's List: Chef Charles Phan, Slanted Door 19:55
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KCBS Radio's Foodie Chap Liam Mayclem is here to discuss the Slanted Door while paying tribute to Chef Charles Phan.
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Foodie Chap

1 Liam's List: Supporting Los Angeles Fire Victims 6:31
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KCBS Radio's Foodie Chap Liam Mayclem is here to discuss the different ways to give back to those affected by the Los Angeles fires. He mentions The American Red Cross, LAFD, LA Food Bank and World Central Kitchen.
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Foodie Chap

1 Liam's List - Sprouts Founder, Kate Belgard 13:55
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Sprouts founder, Kate Belgard.
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Foodie Chap

1 Liam's List: Executive Chef Eric Marting at Terrene at 1 Hotel, San Francisco 28:22
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KCBS Radio's Foodie Chap Liam Mayclem is here to discuss Executive Chef Eric Marting and Terrene’s Northern Lights experience.
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Foodie Chap

1 One Market - Chef Mark Dommen and Wine Director Tonya Pitts 31:41
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KCBS Radio's Foodie Chap Liam Mayclem speaks with One Market’s Chef Mark Dommen and Wine Director Tonya Pitts.
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Foodie Chap

1 Fisch & Flore - Owner Sarhat Zorlu and Chef Efe Topcuoglu 30:15
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Fisch & Flore’s Owner Sarhat Zorlu and Chef Efe Topcuoglu.
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Foodie Chap

KCBS Radio's Foodie Chap Liam Mayclem speaks with Fiorella’s Chef and Owner Brandon Gilles.
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Foodie Chap

1 Chef Rogelio Garcia of Auro at Four Seasons, Calistoga 22:04
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Chef Rogelio Garcia of Auro at Four Seasons.
KCBS Radio's Foodie Chap Liam Mayclem speaks with Hurrica’s Chef Justin Baade
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Foodie Chap

1 Yoshi’s - Chefs Lolo Gonzalez and Victor Reyes 22:40
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Yoshi’s Chefs Lolo Gonzalez and Victor Reyes
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Foodie Chap

KCBS Radio's Foodie Chap Liam Mayclem speaks with Boudin’s Master Baker, Fernando Padilla.
KCBS Radio's Foodie Chap Liam Mayclem speaks with TIYA’s Chef Pujan Sarkar.
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Foodie Chap

1 Todo El Día - Chef and Partner Maynor Boteo and Owner Joe Hargrave 23:59
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Todo El Día’s Chef and Partner Maynor Boteo and Owner Joe Hargrave.
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Foodie Chap

KCBS Radio's Foodie Chap Liam Mayclem speaks with Apero Napa’s Sommelier and Restaurateur Shelley Lindgren.
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Foodie Chap

KCBS Radio's Foodie Chap Liam Mayclem speaks with J Vineyards & Winery’s Chef Forest Kellogg.
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Foodie Chap

KCBS Radio's Foodie Chap Liam Mayclem speaks with Auro’s Chef Rogelio García.
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Foodie Chap

KCBS Radio's Foodie Chap Liam Mayclem speaks with Twenty-Five Lusk’s Chef Mathew Dolan.
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Foodie Chap

KCBS Radio's Foodie Chap Liam Mayclem speaks with Robert Biale Vineyards’ Founder Bob Biale.
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Foodie Chap

KCBS Radio's Foodie Chap Liam Mayclem speaks with Slanted Door Napa’s Chef Charles Phan.
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Foodie Chap

1 Liam's List: Chapeau! and the Fillmore Jazz Fest 6:05
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KCBS Radio's Foodie Chap Liam Mayclem is here to discuss this weekend's events from celebrating the 25th anniversary of Chapeau! on Clement Street to attending the Fillmore Jazz Fest.
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Foodie Chap

1 Chapeau! - Executive Chef Philippe Gardelle and Chef de Cuisine Andrew Gardelle 5:11
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KCBS Radio's Foodie Chap Liam Mayclem speaks with Chapeau!’s Executive Chef Philippe Gardelle and Chef de Cuisine Andrew Gardelle.
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