Andrew Horowitz: President and Founder of Horowitz and Company

In this episode, we sit down with Andrew Horowitz, President and Founder of Horowitz and Company, to discuss his 30-year journey as a South Florida-based registered investment advisor and author of The Disciplined Investor. Andrew provides a masterclass on how to scale a wealth management practice by balancing personalization with a heavy focus on technology infrastructure. He candidly shares his experience migrating to modern cloud-based automated tools, detailing how the transition helped streamline back-office operations and improve the high-net-worth client portal experience. The conversation dives deep into:The Business of Education: How hosting over 980 episodes of The Disciplined Investor podcast since 2007 has served as a powerful dual-education engine and trust-building tool for his firm. Onboarding & Client Autonomy: Andrew’s deliberate approach to working with high-net-worth clients, managing private market complexity, and his strict rule against automated capital calls to ensure absolute transparency for investors. AI Productivity Tools in 2026: Tips on naturally integrating AI prompt workflows to dramatically shorten administrative cycles and sharpen client communications. Andrew wraps up the interview with a vital piece of personal and professional advice: "Stop trying to be right all the time, and instead focus on being authentic and doing the right thing." #WealthManagement #FinancialAdvisor #TechInfrastructure #AssetManagement #TheDisciplinedInvestor #AIProductivity #PortfolioManagement #ClientOnboarding