Uploaded August 2026 | Updated September 2026, 3 weeks ago
Watch the full episode here: inspiredinsider.com/ben-altman-interview
Ben Altman is the CEO and Chief Investment Officer of Altman Advisors, a multi-family office he co-founded with his father in 2016 that serves high-net-worth families. The firm provides comprehensive wealth management, financial planning, and legacy planning services. Under Ben’s leadership, Altman Advisors has built a multi-generational client base, established a ten-year investment track record, and is pursuing GIPS® certification to uphold global best practices in investment performance reporting. An active member of YPO (Young Presidents’ Organization) and EO (Entrepreneurs’ Organization), Ben is focused on integrating AI to enhance client service and internal operations.
In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Ben Altman, CEO and Chief Investment Officer of Altman Advisors, to explore how family legacy, economic strategy, and AI converge in modern wealth management. They discuss how Ben utilizes AI to scale operations and the principles behind proactive client engagement. They also explore practical frameworks for building resilient, long-term relationships that prioritize personalized care, which is essential for trust.
Watch the full episode here: inspiredinsider.com/ben-altman-interview
Ben Altman is the CEO and Chief Investment Officer of Altman Advisors, a multi-family office he co-founded with his father in 2016 that serves high-net-worth families. The firm provides comprehensive wealth management, financial planning, and legacy planning services. Under Ben’s leadership, Altman Advisors has built a multi-generational client base, established a ten-year investment track record, and is pursuing GIPS® certification to uphold global best practices in investment performance reporting. An active member of YPO (Young Presidents’ Organization) and EO (Entrepreneurs’ Organization), Ben is focused on integrating AI to enhance client service and internal operations.
In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Ben Altman, CEO and Chief Investment Officer of Altman Advisors, to explore how family legacy, economic strategy, and AI converge in modern wealth management. They discuss how Ben utilizes AI to scale operations and the principles behind proactive client engagement. They also explore practical frameworks for building resilient, long-term relationships that prioritize personalized care, which is essential for trust.
![[SaaS & AI Series] Smarter Way To Turn Meetings Into Outcomes With Artem Koren](https://i.ytimg.com/vi/E7tEeLg-JN8/mqdefault.jpg "[SaaS & AI Series] Smarter Way To Turn Meetings Into Outcomes With Artem Koren
Artem Koren is the Co-founder & Chief Product Officer at Sembly AI, a company that develops AI-powered meeting intelligence technology, transforming conversations into structured insights and actionable data. He leads product vision and innovation, building tools that help organizations capture knowledge, automate workflows, and improve collaboration. With a background in systems engineering, enterprise consulting, and product leadership, he has held roles at EY and Visual Trading Systems and co-founded earlier ventures. Artem focuses on advancing human-AI collaboration by creating intelligent systems that enhance decision-making and productivity.
In this episode… Most work still resides in conversations — meetings, calls, and discussions where critical decisions are made but rarely captured in a usable way. What if every conversation could instantly turn into something actionable, eliminating the gap between talking and doing? Could AI finally bridge that disconnect and reshape how work gets done?
Artem Koren, a longtime AI product leader and innovator, explains that AI can now transform raw conversations into structured outputs like proposals, reports, and workflows in real time. He highlights how capturing full meeting context allows systems to automate complex tasks, from identifying action items to generating deliverables without manual effort. The result is a shift from fragmented communication to continuous execution. By leveraging this context, teams can move faster, reduce repetitive work, and improve consistency across projects. He also notes that this approach enables smarter decision-making by preserving institutional knowledge. Over time, organizations become more efficient as AI continuously learns from their workflows.
In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Artem Koren, Co-founder & Chief Product Officer at Sembly AI, to talk about how AI is transforming meetings into actionable deliverables. They discuss automating sales proposals from conversations, using AI for real-time project reporting, and integrating AI into development workflows. Artem also shares insights on the rise of agentic AI and its impact on the future of work.")
![[SaaS & AI Series] Reinventing Accounting in the AI Agent Era with Sasha Orloff](https://i.ytimg.com/vi/EtjJikIzeQo/mqdefault.jpg "[SaaS & AI Series] Reinventing Accounting in the AI Agent Era with Sasha Orloff
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Sasha Orloff is the CEO and Co-founder of Puzzle, an AI-powered accounting platform helping startups, small businesses, and accounting firms gain real-time financial insights through a smart general ledger. Before Puzzle, he was a serial entrepreneur, serving as Co-founder and CEO of LendUp and Co-founder & Advisor to Mission Lane, with previous ventures collectively raising over $1 billion. Sasha also hosts the “Tech Finance” with Sasha Orloff podcast, where he interviews leaders shaping the future of finance and accounting.
Here’s a glimpse of what you’ll learn:
• [0:00] Intro
• [1:44] Sasha Orloff explains how modern platforms make building startups easier
• [5:49] Why strong accounting practices are critical for raising capital and scaling a business
• [8:34] How Puzzle uses AI to improve financial accuracy rather than just increase speed
• [13:45] Rebuilding accounting infrastructure for the AI era
• [16:44] The advantages of AI agents over traditional accounting automation
• [19:01] Puzzle’s evolution from serving startups to becoming a platform for accounting firms
• [20:32] Why great go-to-market execution often beats having the best product in SaaS
• [35:20] Creating customer “wow” moments through AI-powered error detection
In this episode…
For many businesses, accounting remains a slow, backward-looking process that delivers insights long after decisions have already been made. As AI reshapes industries across the economy, could financial operations become real-time, accurate, and proactive rather than reactive? What would it take to modernize one of the most critical yet overlooked functions in business?
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[Top Agency Series] Mastering SEO Success With Damon Burton of SEO National")
