51 episodes

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.

The WealthStack Podcast Shannon Rosic

    • Business
    • 5.0 • 3 Ratings

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.

    The WealthStack Podcast: Crypto’s Journey to the Mainstream WIth Adam Blumberg

    The WealthStack Podcast: Crypto’s Journey to the Mainstream WIth Adam Blumberg

    The approval of spot Bitcoin ETFs by the Securities and Exchange Commission dominated trends in the first quarter of 2024. But how did we even get to this point? While Bitcoin has been around since 2009, cryptocurrencies have quickly evolved from digital novelties to trillion-dollar technologies, poised to disrupt the global financial system. Digital currencies … Read More Read More

    • 38 min
    The WealthStack Podcast: Top Tactics For High-Growth Firms WIth Sara Baker

    The WealthStack Podcast: Top Tactics For High-Growth Firms WIth Sara Baker

    For years, firms have benefited from a rising equity market and an equally long period of near-zero interest rates. RIAs found themselves in a position where they could achieve growth with minimal effort. However, most executives in wealth management are not content with this passive approach to growth. The secret to RIA growth lies in … Read More Read More

    • 34 min
    The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein

    The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein

    The advent of wealthtech represents both a significant opportunity and a challenge. On one hand, it offers tools that can enhance efficiency, improve client engagement, and enable more personalized, data-driven advice. On the other hand, it demands a shift in mindset and skill set, requiring advisors to become adept at integrating new technologies into their … Read More Read More

    • 31 min
    The Wealthstack Podcast: Going From Wealth Advisor to a Wealth Coach With Urs Bolt

    The Wealthstack Podcast: Going From Wealth Advisor to a Wealth Coach With Urs Bolt

    Financial advisors are much more than just “money experts”, and their role is evolving from traditional wealth advising to a more personalized wealth coaching approach. As the needs of investors become more complex, advisors are relying heavily on technology to help them become more efficient and streamline operations. By saving time and money, they’re truly … Read More Read More

    • 34 min
    The WealthStack Podcast: Measuring Tech ROI with John Spyers of Buckingham Wealth Partners

    The WealthStack Podcast: Measuring Tech ROI with John Spyers of Buckingham Wealth Partners

    Evaluating technology ROI is crucial for ensuring that investments in digital tools and platforms directly contribute to operational efficiency and client satisfaction. This process helps to align technology spending with the firm’s strategic goals, driving growth and enhancing the value delivered to clients. Ultimately, evolving digital experiences for clients and advisors can help firms deliver … Read More Read More

    • 36 min
    The WealthStack Podcast: What Custodial Competition Means for the Industry with Thomas Moore of Betterment for Advisors

    The WealthStack Podcast: What Custodial Competition Means for the Industry with Thomas Moore of Betterment for Advisors

    The custodial space is notoriously difficult to break into, but Betterment wasn’t afraid to take the leap. While larger custodians are locked in a battle for scale, Betterment saw an opportunity to better serve smaller RIAs by helping them leverage the platform to support their growth and operational efficiency. In this episode, Shannon Rosic, director … Read More Read More

    • 32 min

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