WilliamFrank
Bill Woodruff
Agentic wealth — unlocking the agency of advisors and planners.Bill Woodruff, CAIA, has been in the investment industry since 2002. Each episode looks at rebuilding wealth management services around AI agents.WilliamFrank is an AI harness for wealth teams, built in the open with a founding consortium of advisors. Apply at williamfrank.ai.