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 | 87 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Client expectations in wealth management have leapt ahead: investors want the same seamless, mobile, and personalized experience they get from Netflix, Uber and even their bank. Yet most firms still rely on portals few clients open and emails lost in... more
Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just adopting new tools, but ensuring they deliver security, transparency, and personalization for ultra-high-... more
As AI shifts from novelty to necessity in wealth management, the real unlock isn’t shiny tools, it’s smarter planning. Advisors need technology that compresses plan-build time, surfaces next-best actions and keeps clients engaged without losing the h... more
As artificial intelligence becomes table stakes, RIAs and enterprises alike are experimenting with tools to streamline workflows, improve client experiences and scale smarter. But while many firms are testing isolated tools, the real opportunity lies... more
Decision paralysis is one of the biggest silent killers of RIA growth. With hundreds of tech tools, endless surveys and no clear roadmap, many firms freeze instead of scaling. The result? Wasted time, poor implementations and missed opportunities to ... more
What happens when an advisor leaves the safety net of a big broker-dealer to start fresh—and hand-pick every stitch of technology? For Jordan Raniszeski, co-founder and senior managing partner of Carnegie Private Wealth, it meant balancing efficiency... more
In an industry where personalization and scale are often at odds, AI-powered meeting assistants are becoming a cornerstone of the modern advisor’s tech stack. These tools promise to eliminate hours of administrative work by automatically capturing me... more
Advisors are drowning in meeting prep, notes and follow-ups—but what if artificial intelligence could give them those hours back and make their advice more personal?
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Era J... more
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| Listeners per Episode | Gender Skew | Location | |||
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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. The Long View
3. WealthTech Today
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. The Perfect RIA
How many episodes of The WealthStack Podcast are there?
The WealthStack Podcast launched 4 years ago and published 87 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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