The WealthStack Podcast
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.
Episodes
Investment teams have access to more data than ever, but more information does not necessarily mean better insight. Analysts still spend enormous amounts of time gathering filings, reading disclosures, comparing earnings calls and reconciling information across disconnected systems. At the same time, market volatility, geopolitical risk and rapidly changing investor expectations are making traditiona...
Financial advisors are investing in more technology than ever, but many are questioning whether traditional software pricing models actually align with the value those platforms create. As artificial intelligence changes what software can deliver, many firms are reconsidering how technology providers should be connected to the growth they help create.
In this ep...
As artificial intelligence adoption accelerates across wealth management, enterprise RIAs are becoming an important proving ground for what it actually takes to move from experimentation to scale. The conversation has shifted to be more about the foundation required to make AI useful across an entire wealth management business
In this episode of The WealthStack ...
For many business owners, the company represents far more than a line item on a balance sheet. It is their largest source of wealth, income, identity and legacy. Yet critical questions around valuation, succession, equity risk, tax planning and an eventual exit often remain disconnected from the broader financial plan.
In this episode of The WealthStack Podcast,...
Private markets are moving closer to the core of the wealth management conversation, but the experience around accessing, evaluating and explaining those opportunities remains highly fragmented. As advisors face growing client interest in alternatives, pre-IPO companies and more personalized investment opportunities, the need for better education, due diligence, transparency and portfolio context has...
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 marketing, client engagement, intent signals, referrals, personalization and measurable business development outcomes.
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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 goal is not doing more, but giving people room to do better human work?
In this...
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 workflows into a world where AI can help deliver timely insights, proactive engagement and more personalized communication at scale.
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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 relations and talent at BELAY Solutions, to unpack why operational support, delegation and consistency are becoming ...
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 chatbot. Something that can actually help advisors scale capacity, reduce operational drag and make the tech stack feel a whole lot less fragmented.
...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 episode of The WealthStack Podcast, Shannon Rosic sits down with Subatomic CEO Sam Sova to unpack the much b...
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 questions on the spot, all while navigating a fragmented tech stack and rising client expectations shaped by artificial intelligence.
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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 designed for this moment. As AI accelerates what’s possible, the real challenge isn’t adopting new tools, it’s rethinking ...
“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, efficiency, and fewer operational landmines. Too often, those two goals collide.
In this episode of The Wealth...
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, while firms are trying to grow without hiring an army of operations and investment staff. The result is a widening gap between what clients...
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 and more crowded than ever, growth is no longer a tactics problem; it’s an attention, resonance and differentiation problem. The firms t...
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 2025 was the year firms finally started using AI, 2026 is shaping up to be the year we find out whether all that tech actually pays the rent.
Technology promises speed and clarity, yet frustration keeps showing up instead. Many firms buy tools expecting instant results, only to find the real challenges start after launch.
In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Jason Pereira, senior partner and financial planner at Woodgate Financial, about what actually broke in wea...
Wealth firms are finally moving beyond “CRM as a Rolodex” and into a world where CRM, data and AI operate as the command center of the entire business. As growth pressures mount, advisor demographics shift and AI-driven tools flood the market, the firms that win will be those that treat their CRM as a true engagement and orchestration layer for advisors, clients and operations, not just a...
When giving meets innovation, philanthropy transforms from a year-end transaction into a powerful force for ongoing impact.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Sarah Angello, co-founder of Daffodil, to discuss how technology is modernizing charitable giving and helping advisors weave generosity into their clients’ ...
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