The WealthStack Podcast
Shannon RosicThe 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, d... more
| Publishes | Twice monthly | Episodes | 99 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Everyone in wealth management is talking about artificial intelligence, but the more important question is what happens when it stops being just another feature and starts becoming the operating layer for the firm. Not just a notetaker. Not just a ch... more
Everyone in wealth management says they’re using AI right now. But if we’re being honest, most of it still looks like faster note taking, cleaner CRM updates or slightly better workflows. Helpful? Yes. Transformational? Not even close.
In this epis... more
Client meetings remain the heartbeat of the advisory relationship, but the expectations around them have never been higher. Advisors are under pressure to show up prepared, deliver deeply personalized guidance and answer increasingly complex question... more
Technology in wealth management isn’t just changing, it’s colliding with reality. Advisors are expected to deliver deeply personalized experiences, operate at consumer-grade speed and navigate increasing complexity, all on top of legacy systems never... more
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Apple Podcasts | #60 |  South Africa/Business/Investing |
Apple Podcasts | #217 | South Africa/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Which podcasts are similar to The WealthStack Podcast?
These podcasts share a similar audience with The WealthStack Podcast:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Barron's Advisor
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Odd Lots
How many episodes of The WealthStack Podcast are there?
The WealthStack Podcast launched 5 years ago and published 99 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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