At Future Proof Citywide Miami, Alan Strauss joined Alex Sullivan to discuss the growing role of alternative investments in wealth management, advisor education, and how AI is reshaping the industry.

As Senior Partner and Director of Investor Relations at Crystal Capital Partners, Alan explains how the firm has evolved from a hedge fund-focused business into a scalable platform helping RIAs and advisors access institutional-quality alternative investment solutions.

The conversation explores why many advisors still feel intimidated by alternatives, how education and technology can help bridge that gap, and why diversification remains critical in today’s market environment.

Alan also shares insights into the growing influence of AI across investment management, advisor operations, prospecting, and client servicing, while highlighting the importance of balancing innovation with disciplined investment selection.