Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast and welcomes Shannon Rosic, Director of WealthStack Content and Solutions at Informa Connect and host of the WealthStack podcast, to discuss how advisors can get the most out of industry conferences, including Wealth Management Edge (June 9–11 in Boca Raton). Rosic explains WealthStack’s role in helping advisors cut through the growing WealthTech landscape and emphasizes the importance of advisor experience with technology. They explore how conferences have evolved from information delivery to community, hands-on learning, and serendipitous connections, and Rosic shares strategies to maximize ROI by planning ahead, prioritizing meaningful conversations, and following up afterward. Rosic also highlights key wealth management trends including AI implementation, advisor efficiency, personalization at scale, and increased niche specialization among advisors.

Learn more about Zephyr here.

Learn more about Wealth Management Edge here.

Learn more about Wealth Management here.

00:00 Welcome and Sponsor

01:19 Meet Shannon Rosic

03:55 Wealth Tech Noise and Advisor Experience

06:16 Memorable Interviews and Gadget Girl

09:43 How Conferences Have Evolved

14:18 Why Attend in Volatile Markets 18:03 Wealth Management Edge Highlights

22:19 Conference ROI Plan and Follow Up

23:29 Top Trends AI Efficiency Personalization

27:09 CTO Think Tanks and AI Reality

29:49 Wrap Up and Where to Find More

Connect with Ryan Nauman: LinkedIn