Would you rather walk through 37,000 different financial scenarios with your clients or review a one page sheet simplifying the financial plan? Not to mention having the ability to showcase what really matters to your clients. In this episode, Shannon Rosic, director of WealthStack Content and Solutions, is joined by Carl Richards, chief brand officer … <a class="btn btn-default" href="https://wealth-stack.blubrry.net/2023/02/24/the-wealthstack-podcast-making-the-complex-simple-facilitating-meaningful-financial-planning-conversations/"> Read More Read More</a>

Would you rather walk through 37,000 different financial scenarios with your clients or review a one page sheet simplifying the financial plan? Not to mention having the ability to showcase what really matters to your clients. In this episode, Shannon Rosic, director of WealthStack Content and Solutions, is joined by Carl Richards, chief brand officer … Read More Read More

Would you rather walk through 37,000 different financial scenarios with your clients or review a one page sheet simplifying the financial plan? Not to mention having the ability to showcase what really matters to your clients. In this episode, Shannon Rosic, director of WealthStack Content and Solutions, is joined by Carl Richards, chief brand officer … <a href="https://wealth-stack.blubrry.net/2023/02/24/the-wealthstack-podcast-making-the-complex-simple-facilitating-meaningful-financial-planning-conversations/" rel="noopener noreferrer"> Read More Read More</a>

The WealthStack Podcast: Making the Complex Simple – Facilitating Meaningful Financial Planning Conversations

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.

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The WealthStack Podcast: Making the Complex Simple – Facilitating Meaningful Financial Planning Conversations

The WealthStack Podcast: Making the Complex Simple – Facilitating Meaningful Financial Planning Conversations

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