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The WealthStack Podcast episodes
- The WealthStack Podcast: How Delegating Drives Growth & Better Client Experiences with Brooke CecilSometimes, 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 critical …
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33 min - The WealthStack Podcast: AI, Capacity and the Future of Advice with Mark SwanEveryone 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 …
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38 min - The WealthStack Podcast: Are You Hiring AI or Just Buying Tools? with Subatomic’s Sam SovaEveryone 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 …
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33 min - The WealthStack Podcast: Elevating the Client Meeting with Dan ZittingClient 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. In this …
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32 min - The WealthStack Podcast: Rethinking Technology, AI and the Advisor Experience with Freedom DumlaoTechnology 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 how technology supports …
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33 min - The WealthStack Podcast: Beyond the Model & Scaling Personalized Portfolios with Joshua Allen“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 WealthStack Podcast, …
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31 min - The WealthStack Podcast: Portfolio Personalization Without the Ops Headache with Wes CaywoodAs 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 …
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37 min - The WealthStack Podcast: Tech Meets Behavioral Finance with Dr. Joshua WilsonAs 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 …
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47 min - From Franken-Stacks to AI Agents: The Annual WealthTech Outlook with Davis JanowskiFor 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 …
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40 min - The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and WipeoutsTechnology 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 wealthtech …
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41 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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