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 | 103 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Artificial intelligence in wealth management is moving beyond productivity hacks and into the heart of organic growth. For advisors, the next opportunity is not simply creating more content faster, but building smarter growth engines that connect mar... more
As firms move beyond artificial intelligence notetaking, prep tools and basic automation, the bigger opportunity may be rethinking how work gets done across the entire organization, from the front office to the back office.
What happens when the go... more
Everyone in wealth management is talking about artificial intelligence, but too much of the conversation still centers on efficiency. Yes, saving time matters. But the bigger opportunity is moving firms from disconnected tools, dashboards and workflo... more
Sometimes, the biggest growth lever is hiding in plain sight: the client experience advisors are already delivering every single day.
In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Brooke Cecil, vice president of client ... more
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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Frequently Asked Questions About The WealthStack Podcast
What is The WealthStack Podcast about and what kind of topics does it cover?
The show centers on WealthTech and modern advisory workflows, with frequent focus on AI-driven client engagement, automation, and platform strategies that scale advisor capabilities. Guests are often founders, CTOs, or senior leaders from wealthtech companies or large wealth management firms, who share practical paths to reduce back-office toil, personalize portfolios, and deepen client relationships without sacrificing governance or compliance. Noteworthy is the emphasis on platform-orientation—integrating data, workflows, and AI across front, middle, and back office—and on actionable takeaways for advisors evaluating or implementing new technologies. The format typically blends hard tech insights with real-world adoption stories, governan... more
Where can I find podcast stats for The WealthStack Podcast?
Rephonic provides a wide range of podcast stats for The WealthStack Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The WealthStack Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The WealthStack Podcast get?
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What are the audience demographics for The WealthStack Podcast?
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How many subscribers and views does The WealthStack Podcast have?
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Which podcasts are similar to The WealthStack Podcast?
These podcasts share a similar audience with The WealthStack Podcast:
1. Barron's Advisor
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Talking Wealth
4. The Perfect RIA
5. The Efficient Advisor: Tactical Business Advice for Financial Planners
How many episodes of The WealthStack Podcast are there?
The WealthStack Podcast launched 5 years ago and published 103 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The WealthStack Podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for The WealthStack Podcast?
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How do I access podcast episode transcripts for The WealthStack Podcast?
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What guests have appeared on The WealthStack Podcast?
Recent guests on The WealthStack Podcast include:
1. Andrei Pop
2. AJ DeRosa
3. Brooke Cecil
4. Mark Swan
5. Sam Sova
6. Dan Zitting
7. Freedom Dumlao
8. Josh Allen
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.