The Finance Marketing Podcast BONUS Episode: Nitrogen Fearless and Future Proof Citywide Recapped with Natasha Mcpherson and Paige Haynes
Mar 24, 2026
Paige Haynes, founder of WealthTech Concierge who helps WealthTech founders scale distribution, and Natasha McPherson, a wealth manager focused on protecting client assets, recap two major advisor conferences. They compare intimate vs large formats, unpack the AI conversation as an efficiency tool, and highlight how in-person networking and vendor meetings drive real business value.
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Episode notes
Unexpected Conference Friendship Turned Marketing Engine
- Paige, Natasha, and Hillary met solo at Nitrogen and unexpectedly formed a tight conference friendship that accelerated networking.
- They spent evenings together, promoted each other's services in hallways, and used shared time to deepen trust and referrals.
AI Is An Efficiency Tool Not A Replacement
- Both Nitrogen and FutureProof framed AI as efficiency tools rather than replacements for advisors.
- Sessions showed AI frees time for human work while founders pitched augmentation, not advisor obsolescence.
Use AI To Fill Gaps Not To Run Planning
- Natasha avoids AI for core planning and investment decisions but uses it to solve roadblocks and administrative gaps.
- Consider AI for client reachability or phone triage, but keep bespoke advice and active money management human-led.