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. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. AUG 23

    The WealthStack Podcast: The Post-Merger Playbook

    Mergers and acquisitions often mark the beginning of a transformative journey, filled with both incredible opportunities and challenging headaches. Few industries offer more enticing M&A potential than wealth management, a fragmented sector where performance, processes, and personnel must consistently operate at peak efficiency. For financial advisory firms, regardless of size or type, preparing for acquisition … Read More Read More

    35 min

  7. AUG 9

    The WealthStack Podcast: Why Direct Indexing is The Future of Investing with Patrick Shaddow

    When it comes to direct indexing, adoption and understanding has historically lagged because the tools were not readily available to advisors, and/or they were not intuitive to use. The evolution of direct indexing is not just a trend but a fundamental shift in the investment management industry, driven by technological innovation and the changing needs … Read More Read More

    35 min

  8. JUL 26

    The WealthStack Podcast: Unlocking AI and Data Strategies: CTO Think Tank Insights with Michelle Feinstein

    When you’re a technology leader at a $1B+ wealth management firm, there’s a lot that can keep you up at night. Technology issues are evolving, but fortunately, so are solutions. When it comes to the role of the CTO, technical and analytical skills are only part of the job. It might be the case that … Read More Read More

    28 min
See All (65)

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
    65
  • Rating
    Clean
  • Copyright
    Copyright © 2021 WeathStack.
  • Show Website
    The WealthStack Podcast

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada