The WealthStack Podcast

Shannon Rosic
  • 5.0 (3)
  • INVESTING
  • UPDATED BIWEEKLY
The WealthStack Podcast

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. 1 DAY AGO

    The WealthStack Podcast: Schwab’s Vision for Advisor Tech with Alison Dooher

    Technology is no longer just a nice-to-have—it’s essential for scaling and improving client outcomes. With increasing demands on advisors, platforms like Schwab are working to simplify, integrate and anticipate the next wave of innovation to help advisors thrive in an evolving landscape. In this episode of The WealthStack Podcast, Shannon Rosic, director of WealthStack content … Read More Read More

    27 min

  2. DEC 6

    The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood

    Digital vaults are revolutionizing legacy planning by providing a secure, centralized and accessible solution for managing critical documents and assets. In an era where families are geographically dispersed, and financial lives are increasingly complex, digital vaults enable the seamless organization and sharing of important information, such as wills, insurance policies, deeds and health directives. By … Read More Read More

    40 min

  3. NOV 22

    The WealthStack Podcast: The Future of AI Security with Alec Crawford

    With over 62% of wealth management firms acknowledging that AI will significantly transform operations, it’s becoming imperative to adopt AI responsibly while ensuring data integrity, regulatory compliance and robust cybersecurity. Shannon Rosic, director of WealthStack content and solutions, chats with Alec Crawford, the founder and CEO of Artificial Intelligence Risk, about how this firm is … Read More Read More

    39 min

  4. NOV 8

    How Farther’s Custom Tech Fuels Advisor Growth with Taylor Matthews and Brad Genser

    The buy versus build debate continues to rage on in the wealth management industry. Many of the largest wealth managers and RIAs have already created great software and technology that others can purchase and fold into their existing businesses. But Farther actually turned to creating their own in-house proprietary platforms to achieve success in a … Read More Read More

    37 min

  5. OCT 25

    The WealthStack Podcast: The TAMP Evolution: Tech Driving Wealth Management Forward with Kyle Wiggs

    TAMPs have evolved significantly since their inception in the 1980s, becoming essential tools for advisors seeking to enhance operational efficiency and client service. Initially, TAMPs were designed to simplify portfolio management by providing access to pre-selected investment models and third-party asset managers, allowing advisors to outsource the heavy lifting of investment management. Over time, as … Read More Read More

    37 min

  6. OCT 11

    Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

    The use of testimonials creates a powerful opportunity to amplify the potential reach of positive experiences through word-of-mouth sharing to new audiences. For financial advisors, online reputation is becoming increasingly important as clients turn to digital channels for information. Understanding how to leverage testimonials effectively can be a game-changer for business growth. In this episode … Read More Read More

    26 min

  7. SEP 20

    Why Business Owners Deserve Better from Their Advisory Partners with Trevor Greenway

    Small to medium-sized businesses make up 99% of all U.S. businesses, and most of these business owners are unaware of their enterprise value. The episode dives into how Interval provides critical insights for business owners by automating business health analytics and delivering ongoing value monitoring, ultimately helping advisors provide better guidance by integrating business health … Read More Read More

    32 min

  8. SEP 6

    The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

    Proactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to revisit is their CRM system, which has become crucial for delivering personalized services and enhancing … Read More Read More

    36 min
See All (68)

Ratings & Reviews

5
out of 5
3 Ratings

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 - 2024
  • Episodes
    68
  • Rating
    Clean
  • Copyright
    Copyright © 2021 WeathStack.
  • Show Website
    The WealthStack Podcast

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