The WealthStack Podcast

Shannon Rosic
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The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.

  1. hace 16 h

    The WealthStack Podcast: Helping Advisors Serve Business Owners with RISR’s Jason Early

    For many business owners, the company represents far more than a line item on a balance sheet. It is their largest source of wealth, income, identity and legacy. Yet critical questions around valuation, succession, equity risk, tax planning and an eventual exit often remain disconnected from the broader financial plan. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Jason Early, founder and CEO of RISR, to explore how technology and artificial intelligence are helping advisors bring greater clarity to business owner planning. They discuss how advisors can capture and analyze business data, identify risks hiding inside legal and financial documents, and begin building trusted relationships long before a liquidity event. Key takeaways: How advisors can bring privately held businesses more fully into the financial planning process How AI-powered document analysis can uncover gaps in buy-sell agreements, operating agreements and insurance policies Why valuation is only the starting point for conversations around wealth, risk, succession and exit planning How understanding business value changes retirement, tax and wealth planning conversations Why advisors who intentionally serve business owners often build stronger long-term relationships Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Jason Early: LinkedIn: Jason Early LinkedIn: RISR Website: RISR About Our Guest: Jason Early is the Founder and CEO of RISR, a technology platform that helps financial advisors better serve business owners through business valuation, succession planning, risk analysis, and AI-powered planning tools. Throughout his career, Jason has worked at the intersection of financial advice, business owner planning, and technology, with a focus on helping advisors gain deeper insight into privately held businesses. Drawing on years of experience working alongside advisors and business owners, he is passionate about equipping financial professionals with the tools and information they need to deliver more meaningful planning before, during, and after a business transition.

  2. 10 jul

    The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee

    Private markets are moving closer to the core of the wealth management conversation, but the experience around accessing, evaluating and explaining those opportunities remains highly fragmented. As advisors face growing client interest in alternatives, pre-IPO companies and more personalized investment opportunities, the need for better education, due diligence, transparency and portfolio context has never been greater. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Anna Joo Fee, CEO and founder of Goodfin, to explore how AI is changing the private markets experience. They discuss why access alone is not enough, how agentic AI can help advisors and investors navigate complex information, and why the future of private wealth may bring investing, tax, planning and private markets into a more connected ecosystem. Key takeaways: How AI can help address opacity, fragmentation and information gaps in private markets Why access to private markets can become a source of alpha, but only when paired with education and context What makes applying AI to private markets different from applying it to public markets How agentic AI can support research, document analysis, investor education and investment workflows Why advisor judgment, guardrails and trust become even more important as AI becomes more powerful Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Anna Joo Fee:  LinkedIn: Anna Joo Fee Website: Goodfin Email: anna@Goodfin.com  About Our Guest: Anna Joo Fee is the CEO and Founder of Goodfin, an AI-native wealth platform focused on private market investing. A former attorney at Sullivan & Cromwell, she brings a background in financial services, private markets, and fintech to her work building technology that helps advisors and investors better understand, access, and manage private investments. Through Goodfin, Anna is focused on using artificial intelligence to improve investment research, education, tax planning, and portfolio decision-making while keeping human expertise at the center of the wealth management experience.

  3. 26 jun

    The WealthStack Podcast: AI’s Role in RIA Growth with John Wernz

    Artificial intelligence in wealth management is moving beyond productivity hacks and into the heart of organic growth. For advisors, the next opportunity is not simply creating more content faster, but building smarter growth engines that connect marketing, client engagement, intent signals, referrals, personalization and measurable business development outcomes. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with John Wernz to explore how AI is changing advisor marketing, where firms should focus now, and why the future of growth may depend on becoming more human, not less. Key takeaways: How AI is shifting from efficiency tools to direct organic growth drivers Why advisor marketing is moving from point solutions to connected growth platforms How AI notetakers are evolving into workflow and referral intelligence tools Why AEO and GEO are changing how firms get discovered by prospects How firms can measure whether AI is creating real growth or just more activity Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with John Wernz:  LinkedIn: John Wernz LinkedIn: Mission Wealth LinkedIn: Great Hill Partners Website: Mission Wealth Website: Great Hill Partners About our Guest:  John Wernz is a growth strategist, advisor, investor, and marketing leader with more than 25 years of experience helping financial services firms drive organic growth. Throughout his career, he has held leadership roles with organizations including Fisher Investments and Wealth Enhancement Group, where he helped support significant growth initiatives. Today, he advises private equity-backed firms, wealth management organizations, and fintech companies on marketing, business development, technology, and growth strategy. Known for combining data-driven decision-making with a deep understanding of client relationships, John focuses on helping firms adapt to changing market dynamics, emerging technologies, and evolving client expectations.

  4. 5 jun

    The WealthStack Podcast: The AI Workforce Era with Andrei Pop

    As firms move beyond artificial intelligence notetaking, prep tools and basic automation, the bigger opportunity may be rethinking how work gets done across the entire organization, from the front office to the back office. What happens when the goal is not doing more, but giving people room to do better human work? In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Andrei Pop, founder and CEO of Humanity Labs, to explore the rise of the AI workforce in financial services. Pop explains why RIAs are uniquely positioned for this next wave of AI, how firms can use digital workers to close capacity gaps, and why the future of advice may depend less on scaling tasks and more on scaling trust. Key takeaways:: How AI is moving beyond individual productivity Why clean data helps, but outcome definition matters more Why RIAs are “human businesses” and trust remains the real product advisors deliver The argument that AI could create more accountability, not less Why the financial plan was never really the product Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Andrei Pop: LinkedIn: Andrei Pop LinkedIn: Humanity Labs Website: Humanity Labs andrei@humanitylabs.ai  About Our Guest: Andrei Pop is the Founder and CEO of Humanity Labs, a company focused on building AI workforces for financial services firms. Originally from Romania, Andrei brings a human-centered perspective to technology and operations, shaped by his experience growing up in an oppressive system and later spending years in Silicon Valley. Through Humanity Labs, he works with RIAs and wealth management firms to help them rethink how work gets done, using AI to create firm capacity, streamline operations, and free advisors to focus more on trust, judgment, and human connection.

  5. 22 may

    The WealthStack Podcast: AI’s Client Engagement Frontier with A.J. De Rosa

    Everyone in wealth management is talking about artificial intelligence, but too much of the conversation still centers on efficiency. Yes, saving time matters. But the bigger opportunity is moving firms from disconnected tools, dashboards and workflows into a world where AI can help deliver timely insights, proactive engagement and more personalized communication at scale. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with A.J. De Rosa, CEO and co-founder of Intellebox, to explore what separates AI as a feature from it as a firmwide strategy, why agentic workflows are not the same as basic automation, and how compliance may become stronger, not weaker, when AI is designed with the right guardrails. Key takeaways: How client engagement and personalization have become the new bottlenecks in wealth management Why AI needs to evolve from point solutions into agentic operating systems How compliance could become stronger with AI-powered oversight and human review Why the future is not human versus AI, but human judgment plus machine intelligence Why efficiency alone is not a growth strategy for advisory firms Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with A.J. De Rosa: LinkedIn: A.J. De Rosa LinkedIn: Intellebox.ai Website: Intellebox.ai aj@Intellebox.ai  Substack: A.J. De Rosa X: Intellebox.ai About Our Guest: AJ DeRosa is the Co-Founder and CEO of Intellebox.ai, where he leads the company’s mission to redefine wealth management through agentic AI and a next-generation client engagement platform. His extensive experience in startup leadership, capital formation, and enterprise scaling has positioned him exceptionally well for this next chapter, building an industry-transforming company at the intersection of AI and wealth advisory. AJ brings over 29 years of revenue and operations leadership across finance, AI, and technology. He joined Intellectus Partners as a Partner and CEO-in-Residency, specifically recruited to incubate and launch Intellebox.ai. During his time at Intellectus, AJ helped shape the firm’s growth strategy while architecting the vision, commercial model, and market approach that became the foundation of Intellebox. Before launching Intellebox.ai, AJ played integral roles in five venture-backed startups. Most recently, as Chief Revenue Officer and Section 16 Officer at Evolv Technologies, he helped lead the company through hyper-growth and its successful NASDAQ public listing in 2021. Prior to Evolv, AJ served as Chief Revenue Officer at Orbital Insight, where he secured over $120 million in venture capital from firms including Sequoia, Google Ventures, and Lux Capital, relationships he continues to support as an advisor. Earlier, AJ spent more than a decade at Eze Software Group, where he contributed to major private equity transactions and served as Co-Head of Global Sales, solidifying his deep roots in the investment management and hedge fund ecosystem. AJ holds a B.S. in Economics from Lehigh University.

  6. 8 may

    The WealthStack Podcast: How Delegating Drives Growth & Better Client Experiences with Brooke Cecil

    Sometimes, the biggest growth lever is hiding in plain sight: the client experience advisors are already delivering every single day. In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Brooke Cecil, vice president of client relations and talent at BELAY Solutions, to unpack why operational support, delegation and consistency are becoming critical pieces of the modern advisory firm. Brooke also shares practical ways to measure delegation, reduce burnout and create more room for client-facing work. Key takeaways: Where operational breakdowns most often happen inside advisory firms How delegation helps advisors create more capacity without sacrificing service quality  How advisors can identify the first tasks they should hand off BELAY’s “six Ts” framework for identifying what advisors should stop doing Why inbox zero may be overrated  Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify BELAY’s free resource, 15 Ways to Deliver More Value to Your Clients Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Brooke Cecil: LinkedIn: Brooke Cecil LinkedIn: BELAY Website: BELAY About Our Guest: Brooke Cecil is the Vice President of Client Relations and Talent at BELAY, where she works closely with financial advisors and organizations to strengthen their operational support and improve client experience. With nearly 13 years at BELAY, she brings a strong focus on helping firms balance growth with consistency by freeing advisors from administrative bottlenecks. Brooke’s work centers on building systems and support structures that allow advisors to spend more time on relationships, which she sees as the core driver of referrals and long-term growth.

  7. 24 abr

    The WealthStack Podcast: AI, Capacity and the Future of Advice with Mark Swan

    Everyone in wealth management is talking about artificial intelligence, but the more important question is what happens when it stops being just another feature and starts becoming the operating layer for the firm. Not just a notetaker. Not just a chatbot. Something that can actually help advisors scale capacity, reduce operational drag and make the tech stack feel a whole lot less fragmented. In this episode of The WealthStack Podcast, host Shannon Rosic chats with Mark Swan, CEO and co-founder of Nevis, to explore what it really takes for AI to move beyond point solutions and into the core infrastructure of a modern RIA. He unpacks the difference between horizontal AI tools and vertical AI platforms, why voice may become the next major interface in advisor technology, and how firms can start thinking about AI not as a collection of disconnected tools, but as a system for orchestrating work across the front, middle and back office. Key takeaways: Why the real bottleneck in wealth management is advisor capacity, not demand The difference between AI point solutions and a truly unified platform What lessons from digital banking can teach wealth firms about scaling and reducing costs Why voice could become a much more natural way for advisors to interact with their technology  How lowering the cost to serve could make professional financial advice accessible to more clients Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Mark Swan: LinkedIn: Mark Swan LinkedIn: Nevis Wealth Website: Nevis Wealth About Our Guest: Mark Swan is the CEO and Co-founder of Nevis, an AI platform built specifically for wealth management firms. Originally from Scotland, he brings a global perspective shaped by his experience helping scale Revolut into one of the largest digital banks in the world. At Nevis, Mark is focused on reducing the administrative burden that limits advisor capacity, using AI to streamline workflows and improve how firms operate. His work centers on helping advisors spend less time on processes and more time with clients, while also expanding access to financial advice through more efficient and scalable systems.

  8. 10 abr

    The WealthStack Podcast: Are You Hiring AI or Just Buying Tools? with Subatomic’s Sam Sova

    Everyone in wealth management says they’re using AI right now. But if we’re being honest, most of it still looks like faster note taking, cleaner CRM updates or slightly better workflows. Helpful? Yes. Transformational? Not even close. In this episode of The WealthStack Podcast, Shannon Rosic sits down with Subatomic CEO Sam Sova to unpack the much bigger shift happening beneath the surface: AI that doesn’t just assist advisors, but actually works alongside them. He explains why the industry is still stuck in a “1995 internet moment,” what it really means to move from AI tools to AI coworkers, and how leading RIAs are already using agentic AI to orchestrate workflows, unlock growth and fundamentally rethink how their firms operate. Key takeaways: Why most AI in wealth management today is just incremental improvement, not transformation The difference between AI tools and true agentic AI coworkers How AI orchestration creates a single, intelligent view of the client What “hiring AI” looks like inside a modern RIA Why operational efficiency is just the starting point and growth is the real unlock Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Sam Sova: LinkedIn: Sam Sova LinkedIn: Subatomic Website: Subatomic About Our Guest: Sam Sova is the Co-Founder and CEO of Subatomic, where he focuses on helping wealth management firms rethink how they operate through AI-driven systems. With over two decades of experience inside large organizations such as Fiserv, TIAA, AT&T, and Johnson Controls, he has led transformation efforts centered on solving complex operational challenges. Today, he brings that background into the evolving AI space, working with firms to move beyond traditional tools and adopt AI coworkers that can streamline workflows, unify data, and support more meaningful client engagement.

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Información

The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.

Ficha técnica

  • Creado por
    Shannon Rosic
  • Años en activo
    2021 - 2026
  • Episodios
    105
  • Clasificación
    Apto
  • Derechos de autor
    Copyright © 2021 WeathStack.
  • Sitio web del podcast
    The WealthStack Podcast

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