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The WealthStack Podcast episodes
- The WealthStack Podcast: Making Data Actionable with Scott Leak of FP TransitionsTo help practices monitor, measure, protect and grow their business, FP Transitions provides a valuation driven by customized benchmarks against 50 to 60 key performance indicators. The end result is enabling wealth managers to achieve their goals for mergers and acquisitions, enterprise development, valuation, and growth. In this episode, Shannon Rosic, director of WealthStack Content …
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30 min - The WealthStack Podcast: How Advisors Can Leverage Online Reviews (and be Compliant) with Brian Thorp of WealthTenderThe SEC’s new marketing rule resulted in sweeping changes to how firms can market themselves and interact with investors. Fortunately, modernization of archaic regulations has seen digital platforms take the lead to meet compliance demands. In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Brian Thorp, Founder and CEO of Wealthtender, …
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32 min - The WealthStack Podcast: 5 Trends Shaping Wealth Management in 2023 With Tim WelshOver the last year, the wealth management industry has faced extraordinary market conditions and macro-economic challenges, causing many firms to reconsider their operational strategies. New technology options and investment opportunities are all disrupting the status quo, so it’s critical to pay attention to the subtle yet dramatic changes happening in the independent wealth space that …
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38 min - The WealthStack Podcast: Digitizing Your Practice End-To-End with Jason PereiraFinancial advisors have a plethora of options when it comes to building their tech stack. But, how can they ultimately leverage new technology to deliver a meaningful client experience? In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Jason Pereira, an award-winning financial planner, entrepreneur, and fintech expert, on how every …
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37 min - The WealthStack Podcast: Solving Integration Challenges is Now a RealityMany firms are sitting on a plethora of data, but have struggled to unlock the true value of it all. Integration enables (often disparate) systems to communicate with each other, and data integration is key to delivering high-quality client and advisor experiences. By centralizing all of the data, firms can gain a holistic view and …
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37 min - The WealthStack Podcast: How Does 401(k) and Held Away Account Management Fit into Holistic Advice?What’s in a name? Acting as a “bridge” to better retirement, Pontera enables retirement savers to get help managing their 401(k) from their trusted advisor. In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, is joined by Nicole Zheng, CMO of Pontera, to talk about how their secure and seamless platform allows advisors …
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32 min - The WealthStack Podcast: Creating a Frictionless Wealth Management Experience with Stephen Daffron of BetaNXTThe ultimate objective to create an end-to-end, holistic wealth management experience seems simple in theory, but it continues to be difficult for the wealth management industry to execute on. Fortunately, BetaNXT is hyper-focused on solving customers’ most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. In this episode, Shannon Rosic, …
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32 min - The WealthStack Podcast: Why the Timing of Financial Advice MattersSummary Bento Engine said it best: Even the best advice, delivered at the wrong time, can fall flat. Financial advice delivered too early – or worse, too late – can have the opposite effect of its intention. In order to truly help their clients, and therefore improve engagement, loyalty and retention, advisors need to offer …
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24 min - The WealthStack Podcast: Making the Complex Simple – Facilitating Meaningful Financial Planning ConversationsWould 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 …
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25 min - The WealthStack Podcast: Is it the Year of Advisor Productivity?RIAs need to find ways to continue to be profitable and scale, even when the markets aren’t offering much growth. While technology has advanced in leaps and bounds, with new products and services being introduced every year, advisors still need to utilize the right technology to improve workflows within their business. In this episode, Shannon …
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21 min
About The WealthStack Podcast
From the publisher's feed
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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