The WealthStack Podcast

Shannon Rosic

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.

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The WealthStack Podcast: The RIA Growth Trap with Brad Johnson vor 1 Woche 44:30
The WealthStack Podcast: Cybersecurity and Client Protection Beyond the Portfolio with Ken Eiden vor 3 Wochen 33:21
The WealthStack Podcast: How AI Is Modernizing Private Markets With Arch’s Ryan Eisenman vor 2 Monaten 30:54
The WealthStack Podcast: Building the Modern Investment Management Stack with Sterling Perkins vor 2 Monaten 35:02
The WealthStack Podcast: How AI Can Uncover Hidden Portfolio Risk With Af Malhotra vor 2 Monaten 38:03
The WealthStack Podcast: Why FINNY AI is Rethinking Wealthtech Pricing vor 3 Monaten 20:19
The WealthStack Podcast: Building the Foundation for Enterprise AI with Dynasty’s Leslie Norman vor 3 Monaten 31:52
The WealthStack Podcast: Helping Advisors Serve Business Owners with RISR’s Jason Early vor 4 Monaten 34:35
The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee vor 4 Monaten 38:51
The WealthStack Podcast: AI’s Role in RIA Growth with John Wernz vor 5 Monaten 35:59
The WealthStack Podcast: The AI Workforce Era with Andrei Pop vor 5 Monaten 37:20
The WealthStack Podcast: AI’s Client Engagement Frontier with A.J. De Rosa vor 6 Monaten 37:10
The WealthStack Podcast: How Delegating Drives Growth & Better Client Experiences with Brooke Cecil vor 6 Monaten 32:14
The WealthStack Podcast: AI, Capacity and the Future of Advice with Mark Swan vor 7 Monaten 37:53
The WealthStack Podcast: Are You Hiring AI or Just Buying Tools? with Subatomic’s Sam Sova vor 7 Monaten 32:06
The WealthStack Podcast: Elevating the Client Meeting with Dan Zitting vor 8 Monaten 31:08
The WealthStack Podcast: Rethinking Technology, AI and the Advisor Experience with Freedom Dumlao vor 8 Monaten 32:31
The WealthStack Podcast: Beyond the Model & Scaling Personalized Portfolios with Joshua Allen vor 9 Monaten 30:11
The WealthStack Podcast: Portfolio Personalization Without the Ops Headache with Wes Caywood vor 9 Monaten 36:28
The WealthStack Podcast: Tech Meets Behavioral Finance with Dr. Joshua Wilson vor 10 Monaten 46:54
From Franken-Stacks to AI Agents: The Annual WealthTech Outlook with Davis Janowski vor 10 Monaten 39:11
The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts vor 1 Jahr 40:16
The WealthStack Podcast: CRM, AI, and the Future of Advisor Productivity with Michelle Feinstein vor 1 Jahr 33:06
The WealthStack Podcast: Modern Philanthropy Reimagined with Sarah Angello vor 1 Jahr 28:52
The WealthStack Podcast: Why Consistency Is the New Scalability with JP Pattinson vor 1 Jahr 31:13
The WealthStack Podcast: The Digital Experience Platform Playbook – Tom Fields on Client Communication That Converts vor 1 Jahr 37:41
The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke vor 1 Jahr 38:19
The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki vor 1 Jahr 33:16
The WealthStack Podcast: The Strategy Behind Allworth’s 40+ AI Initiatives vor 1 Jahr 28:34
The WealthStack Podcast: Breaking Through Advisor Tech Paralysis with James Cantwell vor 1 Jahr 40:27
The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook vor 1 Jahr 32:21
The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence vor 1 Jahr 35:20
The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain vor 1 Jahr 37:01
Unlocking Private Markets: How AssetMark Is Redefining Advisor Opportunity with Michael Kim vor 1 Jahr 41:03
The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish vor 1 Jahr 34:11
The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle vor 1 Jahr 28:34
The WealthStack Podcast: Bridging Advisors and Elder Care with Lauren Clough vor 2 Jahren 35:41
The WealthStack Podcast: Leveraging Forms Automation to Boost Client Experience with Rich Walker vor 2 Jahren 33:26
The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert vor 2 Jahren 34:34
The WealthStack Podcast: The Independent Advisor Boom and the Tech Shaping Their Future with Vickie Lewin vor 2 Jahren 37:25
The WealthStack Podcast: How RIAs Can Leverage Alternative Investments with Saira Rahman vor 2 Jahren 28:16
The WealthStack Podcast: The Next Era of Personalized Wealth Solutions with David Crow vor 2 Jahren 34:47
The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell vor 2 Jahren 33:26
The WealthStack Podcast: 2025 WealthTech Projections & Predictions with Davis Janowski vor 2 Jahren 34:33
The WealthStack Podcast: Schwab’s Vision for Advisor Tech with Alison Dooher vor 2 Jahren 27:05
The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood vor 2 Jahren 39:36
The WealthStack Podcast: The Future of AI Security with Alec Crawford vor 2 Jahren 38:51
How Farther’s Custom Tech Fuels Advisor Growth with Taylor Matthews and Brad Genser vor 2 Jahren 36:34
The WealthStack Podcast: The TAMP Evolution: Tech Driving Wealth Management Forward with Kyle Wiggs vor 2 Jahren 37:04
Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ vor 2 Jahren 26:15