HeyJaredVaulted Views with Ray Lucia Jr.
Vaulted Views podcast with Ray Lucia, Jr. steps inside the minds of successful entrepreneurs, financial experts, and business leaders. These are people who have taken steps that very few others were willing to take, and now they’re reaping the rewards.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Aug 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
How Should Financial Advisors Build Their AI Tech Stack? | Jessica Perez (opens the original)
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Financial advisors don't have a technology problem. They have an infrastructure problem. You buy the CRM. The AI notetaker. The planning software. The dashboard. Another tool gets added because it's supposed to make the practice more efficient. Then you look up and you've got a dozen logins, systems that don't talk to each other and data scattered across your entire tech stack. Jessica Perez has spent more than 20 years in financial services, including senior leadership at Carson Group, and toda
What Is Your Financial Advisory Practice Actually Worth? (opens the original)
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What makes one financial advisory practice worth more than another? You can spend 20 or 30 years building a book of business. But if you wait until you're ready to sell to start thinking about valuation and succession, you've probably waited too long. And so I wanted to understand what this looks like from the financing side. In this episode of Vaulted Views , I sit down with James Hughes, Head of Investment Advisory at Live Oak Bank , to talk about financial advisor M&A, practice valuations, su
The AI Advantage Most Financial Advisors Are Completely Missing (opens the original)
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Every financial advisor is asking the same question: Will AI replace me... or make me better? That's the low view. The vaulted view is asking a different question: How do I use AI to become a better advisor? In this episode of Vaulted Views , I sit down with Chris Mendoza , Head of Research at 15 Equity and one of the few people I know who lives at the intersection of artificial intelligence, investment research, and financial advisory businesses. Chris holds a Master's in Applied Artificial Int
Journey to 1 Million (Ep.3): How CEOs Think About Work-Life Balance (Hint: It's Not Balance) (opens the original)
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Does work-life balance actually exist?People ask me that question all the time.Over the course of five weeks, I went from interviewing as an EY Entrepreneur Of The Year finalist, to raising money for children fighting cancer in Las Vegas, to spending Derby weekend in Louisville, to preparing for Ignite 2026 with the financial advisors building Quotient Advisor Partners.From the outside, it looks like completely different worlds.To me, it's one life.In this episode of Journey to 1 Million, I shar
Former SEC Attorney Explains What Every Financial Advisor Should Know (opens the original)
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What happens if the SEC comes knocking on your door? Most financial advisors spend years mastering markets, client relationships, and business development. Far fewer spend time understanding the regulatory environment they're operating in until they're forced to. That's the low view. The vaulted view is understanding the terrain before you ever have to navigate it. In this episode of Vaulted Views , I sit down with Nick Morgan , former SEC Senior Trial Counsel, who spent seven years prosecuting
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