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The WealthStack Podcast episodes
- The WealthStack Podcast: How To Engage the Unengaged With Santiago BurridgeAs an advisor, your clients don’t necessarily care about what CRM tool or planning software you use. They care about HOW you use that technology to engage them and help live their best life. In other words, it is time to shift your focus from product-centric to client-centric! In this episode, Shannon Rosic, Director of …
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32 min - The WealthStack Podcast: 2023 WealthTech Outlook with Davis JanowskiTechnology innovations continue to shake up the wealth management industry. More than ever, advisors need to be aware of the solutions and tools available, and how they’re ultimately impacting the financial planning space. In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, is joined by Davis Janowski, Senior Technology Editor at WealthManagement.com. Shannon …
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40 min - Rick Bookstaber and Dr. Ashby Monk: The Evolution of Financial Advisors as Risk ManagersAs more individuals enter and approach retirement, the role of a financial advisor is changing rapidly. An increasing number of clients need their advisors to act as “personal risk managers” and focus on downside protection and stability, vs. growth and outperformance. To learn more about this evolution, Mark Bruno, Managing Director of Wealth Management at …
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25 min - The WealthStack Podcast: Ben Cruikshank on the Professionalization of CryptoCryptocurrency is a hot topic with many investors – yet, financial advisors are still in the early stages of learning and navigating the evolving world of crypto and digital assets. Mark Bruno, Managing Director of Wealth Management at Informa, is joined on the WealthStack Podcast by Ben Cruikshank, Head of Flourish, in discussing the growing …
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29 min - Ric Edelman on Advisors’ “Crypto Knowledge Gap”Are investors outpacing advisors in their understanding of crypto and digital assets? 16% of advisors say they recommend bitcoin and other digital assets, yet 24% of American adults own crypto. It’s important for financial advisors to overcome this gap as the number of digital assets in the market continues to grow and the asset class …
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30 min - Lori Hardwick: How Technology is Revolutionizing the Wealth Management IndustryInnovation and adoption of technology are rapidly redefining the way financial advisors work with clients – and are revolutionizing the wealth management industry. One of the most experienced and knowledgeable voices in the wealth management and WealthTech industries — Lori Hardwick, CEO of Red Rock Strategic Partner — stopped by the WealthStack podcast to highlight …
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35 min - Dakota’s Carina Diamond: WealthTech’s Impact on the Future of AdviceAs technology for the wealth management industry evolves, financial advisors will have more options than ever before to enhance the services – and value – they deliver to clients. Understanding and navigating the readily changing WealthTech landscape can be a challenge for many, however. In this episode of the WealthStack podcast, Carina Diamond, the Chief …
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24 min - 3. The Value of Advice: Articulating and Demonstrating Your True “Alpha” with Jamie HopkinsFinancial advisors often have an impact on the lives of their clients that extends well beyond investment performance. An ability to help clients navigate complex life and financial decisions – which are frequently intertwined – is at the core of any successful advisor’s long-term relationships. But how can you ensure that clients understand the true …
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35 min - 2. Dani Fava: Why Embedded Finance is a Game-Changer for Financial AdviceSponsored by: Nationwide While most consumers rely on mobile apps for the majority of their daily purchases and purchases, financial services apps are largely utility functions that occupy a limited portion of investors’ routines and mindshares. Enter Embedded Finance, the next “big disruption” for financial services and wealth management. In this episode of the WealthStack …
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25 min - 1. The Evolution of Advice: Joe Duran on the Accelerating Pace of Change in Wealth ManagementWhen the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them embraced technology like never before and now, roughly 18 months later, the business of advice has experienced it’s most significant period of change ever. Where does the advice industry go from here? In …
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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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