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. 19 DEC

    The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts

    Technology promises speed and clarity, yet frustration keeps showing up instead. Many firms buy tools expecting instant results, only to find the real challenges start after launch. In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Jason Pereira, senior partner and financial planner at Woodgate Financial, about what actually broke in wealthtech adoption this year. They unpack why most failures are human, not technical, how unrealistic expectations derail implementation and why AI often complicates workflows before helping.  They also explore where AI truly adds value, why surface-level integrations fall short, and what advisors should focus on before buying the next shiny tool. Key takeaways: Why most tech “fails” at the human level The rise and risks of vibe coding and DIY tools AI’s real wins and painful misfires in 2025 The danger of treating complex tools like plug-and-play appliances What advisors should actually do heading into 2026 Resources: Listen to WealthStack on WealthManagement.com Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website WealthManagement.com Connect with Jason Pereira: LinkedIn: Jason Pereira Website: Jason Pereira Website: Woodgate Financial About Our Guest: Jason Pereira is a financial planner who has lived and breathed financial planning for over 20 years. Over that time, he has become a recognized writer, commentator, speaker, podcaster, teacher, and voice in financial planning, practice management, and fintech. He has earned two degrees, nine professional designations, been nominated for or received more than 30 industry awards, and produced over 750 articles, podcasts, and interviews. JasonPereira.ca serves as his platform for sharing the insights, perspectives, and lessons he has gathered throughout his career.

    40 min

  2. 5 DEC

    The WealthStack Podcast: CRM, AI, and the Future of Advisor Productivity with Michelle Feinstein

    Wealth firms are finally moving beyond “CRM as a Rolodex” and into a world where CRM, data and AI operate as the command center of the entire business. As growth pressures mount, advisor demographics shift and AI-driven tools flood the market, the firms that win will be those that treat their CRM as a true engagement and orchestration layer for advisors, clients and operations, not just a system of record. In this episode of the WealthStack Podcast, Shannon Rosic sits down with Michelle Feinstein, former general manager of Salesforce, to unpack how leading firms are reimagining their data strategy and piloting AI agents to drive advisor productivity, deeper client engagement and real organic growth. Key takeaways: How CRM has evolved into a unified layer for data, workflow and AI What Salesforce is building with Financial Services Cloud for advisors and planning integrations Which AI use cases are actually delivering productivity gains Where firms get stuck on data, governance, talent and culture What high-growth firms do differently with tech, AI and client engagement Resources: Listen to WealthStack on WealthManagement.com Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website WealthManagement.com Connect with Michelle Feinstein:  LinkedIn: Michelle Feinstein Website: Salesforce About Our Guest: Michelle Feinstein is the former general manager of Salesforce. Her expertise is in digital transformation for wealth management. This process of digitization is complex; it requires firms to accelerate plans to harness data, digitize advisor-client experiences, and modernize service to scale and support growth.

    33 min

  3. 21 NOV

    The WealthStack Podcast: Modern Philanthropy Reimagined with Sarah Angello

    When giving meets innovation, philanthropy transforms from a year-end transaction into a powerful force for ongoing impact. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Sarah Angello, co-founder of Daffodil, to discuss how technology is modernizing charitable giving and helping advisors weave generosity into their clients’ financial planning.  Sarah shares how Daffodil’s platform bridges wealth management and philanthropy, the rise of donor-advised funds and the next wave of “always-on giving” powered by artificial intelligence and data-driven insights. Key takeaways: How Daffodil turns charitable giving into a continuous part of wealth management rather than a one-time transaction Why integrating philanthropy conversations strengthens client loyalty and retention The truth about donor-advised funds and why they are far more active than critics claim How AI is enabling personalized, real-time impact reporting and smarter giving strategies The shift toward “always-on giving” and how advisors can prepare for the next generation of donors Resources: Listen to WealthStack on WealthManagement.com Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website WealthManagement.com Connect with Sarah Angello: LinkedIn: Sarah Angello Daffodil About Our Guest: Sarah Angello is the Co-Founder of Daffodil. Sarah brings over 15 years of experience, blending tech-for-good expertise with experience working with donor-advised funds, philanthropic capital networks, and nonprofits. She has served on grants and advising panels for the City of New York, numerous private foundations, and social good enterprises throughout the US

    29 min

  4. 7 NOV

    The WealthStack Podcast: Why Consistency Is the New Scalability with JP Pattinson

    Wealth management is no longer powered by people using technology, it’s powered by firms built on it. As artificial intelligence, data and digital experiences reshape the industry, the winners will be those who modernize from the inside out, and where infrastructure, integration and culture work together to deliver scalable, human-centric advice. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with JP Pattinson, chief information and digital officer at MAI Capital Management, to unpack how leading RIAs are transforming their tech foundations to prepare for what’s next. Drawing on his unique journey from advisor to technologist, JP shares how he’s bridging innovation and practicality.  Key takeaways: How MAI Capital is using Salesforce Financial Services Cloud as its digital foundation Why “consistency is the new scalability” for enterprise RIAs The growing importance of cybersecurity and centralized vendor management programs How to align tech adoption with advisor experience  How to balance short-term tech demands with long-term vision Resources: Listen to WealthStack on WealthManagement.com Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website WealthManagement.com Connect with JP Pattinson: LinkedIn: JP Pattinson LinkedIn: MAI Capital Management MAI Capital Management About Our Guest: JP Pattinson is the Chief Information and Digital Officer at MAI Capital Management, where he leads the firm’s digital and technology strategy, overseeing network infrastructure, management information systems, applications, and both client and advisor digital experiences. He joined MAI in 2024 after an extensive career at Merit Financial Advisors, where he served in multiple roles, including client service, relationship management, and 12 years as a wealth advisor before becoming Vice President of Technology. Outside of work, JP is actively involved with the Remember the Fallen charity and enjoys traveling and spending time with his family. He holds a Bachelor’s Degree in Personal Financial Planning from Texas Tech University and a Bachelor’s Degree in Financial Services from the University of North Texas.

    31 min

  5. 17 OCT

    The WealthStack Podcast: The Digital Experience Platform Playbook – Tom Fields on Client Communication That Converts

    Client expectations in wealth management have leapt ahead: investors want the same seamless, mobile, and personalized experience they get from Netflix, Uber and even their bank. Yet most firms still rely on portals few clients open and emails lost in crowded inboxes, creating gaps in engagement, advice delivery, and growth. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Tom Fields, founder and CEO of Fynancial, to discuss how digital experience platforms redefine advisor-client relationships. Tom shares the story behind Fynancial, the lessons learned from losing his biggest client, and how his communication-first mindset is helping firms modernize engagement, simplify their tech, and scale trust. They discuss: Why communication is the new client experience, and why email and social miss the mark Why advisors must control delivery to ensure their message is received and remembered How Fynancial integrates CRMs, planning tools, and custodial data into one unified client app The role of AI and agentic assistants in creating personalized, compliant communication at scale Metrics that matter: engagement signals, first-month referrals, and ROI stories from enterprise rollouts Resources: Listen to WealthStack on WealthManagement.com Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website WealthManagement.com Connect with Tom Fields: LinkedIn: Tom Fields Website: Fynancial About Our Guest: Tom Fields is the CEO and Founder of Fynancial, the only Digital Experience Platform for Wealth Management—the easiest way to engage clients, integrate technology, and grow organically all on your own branded app. Tom launched Fynancial in January 2023 and has worked with some of the biggest names in wealth management. He is an active thought leader in advisor technology, regularly speaking and sharing insights on digital engagement strategies that position RIAs to thrive in a rapidly evolving financial landscape.

    38 min

  6. 3 OCT

    The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke

    Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just adopting new tools, but ensuring they deliver security, transparency, and personalization for ultra-high-net-worth families. In this environment, technology has shifted from back-office infrastructure to the front line of client engagement. In this episode, host Shannon Rosic speaks with Dan Burke, chief technology officer and founding partner at Callan Family Office, about how CTOs balance innovation with risk, build client-driven tech roadmaps, and why reporting and data remain the backbone of digital transformation in wealth management. They discuss: His journey from investment analyst to CTO and the founding of Callan Family Office Why ultra-high-net-worth families need more than just investment management The role of trust, data and assumptions in adopting AI tools How Callan approaches risk management, cybersecurity and process improvement The Tax Overlay Management program for after-tax optimization Resources: Listen to WealthStack on WealthManagement.com Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website WealthManagement.com Connect with Dan Burke: LinkedIn: Dan Burke Website: Callan Family Office About Our Guest: Dan Burke serves as Chief Technology Officer at Callan Family Office and leads the development of the firm’s integrated technology offering for ultra-high-net-worth families and family offices. Dan brings 20 years of tax-efficient portfolio construction and investment technology experience to his role guiding the firm’s technology strategy. He oversees data management, system integration, and the aggregated reporting platform that empowers Callan Family Office professionals to deliver customized advice and solutions. Dan manages a key component of this platform, CFO’s Tax Overlay Management program, and works directly with clients to design portfolios that seek to maximize after-tax, net-of-fee investment returns. In addition to his technology leadership, Dan serves as a Co-Chair of the Callan Family Office Investment Committee. Previously, Dan was Managing Director and Head of Institutional OCIO at Wells Fargo Private Bank, leading investment management for its largest institutional and philanthropic clients. He also held senior roles at Abbot Downing, where he led portfolio construction and developed the firm’s tax-efficient portfolio management framework. Dan began his career as an investment analyst at Morgan Stanley. Dan earned his MBA with High Honors from the University of Chicago Booth School of Business, specializing in Finance, Econometrics, and Statistics. He holds a BBA in Finance, Magna Cum Laude, from Bowling Green State University and is a Chartered Financial Analyst (CFA).

    38 min

  7. 19 SEPT

    The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki

    As AI shifts from novelty to necessity in wealth management, the real unlock isn’t shiny tools, it’s smarter planning. Advisors need technology that compresses plan-build time, surfaces next-best actions and keeps clients engaged without losing the human in the loop. How can AI move firms from episodic planning to an additive, always-on model? By turning personalization at scale into a practical reality across the wealth stack. In this episode, host Shannon Rosic speaks with Ken Lotocki, chief product officer of Conquest Planning, about innovations like Conquest’s Strategic Advice Manager, the role of hybrid models, and how estate and legacy planning tie into the next generation of client engagement. They also discuss: How Conquest enables advisors to spend less time on technology and more time with clients How AI augments (not replaces) advisors by making planning the hub of the client journey The role of AI and SAM in delivering real-time insights and additive planning Why best-in-breed + open APIs beat building a CRM in-house What the $80 million Series B unlocks for product velocity and U.S. expansion Resources: Listen to WealthStack on WealthManagement.com Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website WealthManagement.com Connect with Ken Lotocki: LinkedIn: Ken Lotocki Website: Conquest Planning LinkedIn: Conquest Planning About Our Guest: Ken Lotocki, Chief Product Officer at Conquest Planning, has nearly 20 years of experience in financial services technology, specializing in product management and business analysis. As a founder of Conquest, he shapes the firm’s product direction and drives innovation. Previously, Ken led technology strategy at Cambrian Credit Union and was the Product Director at Advicent, advancing NaviPlan’s strategy in North America. He holds an Honours Bachelor of Commerce from the University of Manitoba.

    33 min

  8. 5 SEPT

    The WealthStack Podcast: The Strategy Behind Allworth’s 40+ AI Initiatives

    As artificial intelligence becomes table stakes, RIAs and enterprises alike are experimenting with tools to streamline workflows, improve client experiences and scale smarter. But while many firms are testing isolated tools, the real opportunity lies in weaving AI into the very DNA of a business, transforming it from a tech experiment into a strategic advantage.  In this episode of the WealthStack Podcast, host Shannon Rosic speaks with John Bunch, CEO of Allworth Financial, to explore how one of the industry’s rapidly growing RIAs is pushing AI beyond pilot programs. With more than 40 active initiatives and an internal AI Council guiding adoption, Allworth is proving that the future of advice isn’t just about efficiency, it’s about strategy, culture and client impact. John discusses: Why Allworth launched 40+ projects How AI can elevate client relationships  The role of the AI Council in driving adoption and ROI His “fail fast, fix it or ditch it” approach to innovation and automation beyond AI What it takes to align business strategy and tech strategy in practice Resources: Listen to WealthStack on WealthManagement.com Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence Connect with Shannon Rosic: Shannon Rosic WealthStack website WealthManagement.com Connect With John Bunch: Allworth Financial LinkedIn: Allworth Financial LinkedIn: John Bunch About Our Guest: John Bunch is the Chief Executive Officer at Allworth Financial. Universally recognized within the wealth management industry, he has accumulated an extensive 30-year history of successfully leading and expanding award-winning organizations that serve both retail and institutional clients. Before coming to Allworth, John spent over three years as the Chief Financial Services Director at Evelyn Partners (formerly Tilney Smith & Williamson), a leading integrated wealth management and professional services firm headquartered in the United Kingdom. Prior to that, he was the Chief Operating Officer and Executive Vice President of Edelman Financial Engines – where he oversaw 130 branch offices – and the Chief Executive Officer of The Mutual Fund Store. Before that, he held several key institutional sector leadership positions, including Executive Vice President at TD Ameritrade and Divisional Senior Vice President at Charles Schwab & Co.

    29 min
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About

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.

Information

  • Creator
    Shannon Rosic
  • Years Active
    2021 - 2025
  • Episodes
    91
  • Rating
    Explicit
  • Copyright
    Copyright © 2021 WeathStack.
  • Show Website
    The WealthStack Podcast

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