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 | 95 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
“Personalization” has become one of the most overused words in wealth management and one of the hardest promises to actually deliver. Clients want portfolios that reflect their goals, values, tax realities, and life events. Firms want scale, efficien... more
As advisors race to deliver “personalized” portfolios at scale, a hard reality is setting in: most personalization is still just a model tweak with a nicer label. Meanwhile, clients want more hands-on service, more transparency and more customization... more
As artificial intelligence-powered tools flood the market and marketing becomes faster, cheaper and easier to automate, advisors are discovering an uncomfortable truth: more tech doesn’t automatically create more trust. In an industry that’s louder a... more
For three years running, the WealthStack season has officially started the same way: with an unfiltered wealthtech outlook conversation between Shannon Rosic and Davis Janowski, senior technology editor and research analyst at Wealth Management. If 2... more
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Apple Podcasts | #170 |  Brazil/Business/Investing |
Apple Podcasts | #216 |  South Africa/Business/Investing |
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| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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The WealthStack Podcast launched 4 years ago and published 95 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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