How will artificial intelligence transform the most human parts of wealth management? In this episode, we explore where technology meets empathy, and what the future looks like for financial professionals and their clients as AI adoption accelerates across the industry.

Our guest, Carrie Nelson, is the founder of Atlas Point and a veteran leader with experience at Ernst & Young, Experian, and Edward Jones. Carrie shares her journey from big-firm consulting to building a platform that empowers advisors to navigate a rapidly changing landscape, with a focus on the coming great wealth transfer and the next generation of clients.

Together, we discuss why human connection is still essential—even as AI creates new efficiencies—and how Atlas Point blends behavioral science and smart tools to bridge the gap. For anyone interested in the future of finance, entrepreneurship, or the emotional side of money, this is a must-listen episode filled with real-world stories and actionable insights.

To get the latest from Carrie Nelson, you can follow her below!

https://www.linkedin.com/in/carrie-nelson-5377864/

https://www.theatlaspoint.com/

Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!

Website: www.marciadawood.com

Do Good While Doing Well

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

Spotify: https://pod.link/1586445642.spotify

LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/

Instagram: https://www.instagram.com/theangelnextdoorpodcast/

Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/

TikTok: https://www.tiktok.com/@marciadawood

How can we build technology that’s not only innovative, but truly safe for its users—especially in a world of rapid AI and crypto development? This episode of The Angel Next Door Podcast explores the critical intersection of safety, user empowerment, and digital progress in today’s tech landscape.

Our guest, Karima Williams, is a leader in crypto and AI who has brought communities together, educated newcomers, and, following personal adversity, created Crash Out Diary—a wellness app designed to help people regulate emotions and find support online.

In this wide-ranging conversation, you’ll learn about practical safety strategies for both crypto and AI applications, hear Karima’s vision for human-first technology, and get inspired by her drive to create tools that meet users where they are. If you care about the ethical side of tech and want real stories from the front lines, this episode is a must listen.

To get the latest from Karima Williams, you can follow her below!

https://www.linkedin.com/in/idodigitalmedia/

https://www.crashoutdiary.xyz/

Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!

Website: www.marciadawood.com

Do Good While Doing Well

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

Spotify: https://pod.link/1586445642.spotify

LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/

Instagram: https://www.instagram.com/theangelnextdoorpodcast/

Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/

TikTok: https://www.tiktok.com/@marciadawood

What if your next breakthrough in entrepreneurship comes not from your product, but from the relationships you build and the way you position yourself as a thought leader? In this episode, Marcia Dawood welcomes Chris Haroun—a former hedge fund manager, early investor in tech giants, and top-rated business educator—to share actionable insights for founders and business owners.

With a rich background spanning Goldman Sachs, Citadel, and managing his own billion-dollar fund, Chris Haroun now channels his expertise into teaching practical business skills. He emphasizes networking, leveraging social media, and becoming a resource for others as core pillars of success—challenging traditional MBA paradigms.

Packed with advice on raising capital, building credibility, and even navigating the complexities of crypto investing, this episode is essential for anyone eager to grow their business in today’s fast-paced landscape. If you want real-world strategies from someone who’s walked the walk, you won’t want to miss it.

To get the latest from Chris Haroun, you can follow him below!

https://www.linkedin.com/in/charoun/

https://www.instagram.com/chrisharoun/

https://harouneducationventures.com/

Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!

Website: www.marciadawood.com

Do Good While Doing Well

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

Spotify: https://pod.link/1586445642.spotify

LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/

Instagram: https://www.instagram.com/theangelnextdoorpodcast/

Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/

TikTok: https://www.tiktok.com/@marciadawood