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The WealthStack Podcast episodes
- The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John ConnellThe rise of AI in wealth management isn’t just about technological advancement; it’s about fundamentally reshaping how advisors operate, engage with clients and scale their businesses. AI’s ability to automate administrative tasks gives advisors more time to focus on strategic planning and client relationships—core elements of building trust and growing AUM. Firms that embrace this …
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34 min - The WealthStack Podcast: 2025 WealthTech Projections & Predictions with Davis JanowskiThe WealthStack podcast is back for 2025, and advisors are navigating a whirlwind of challenges—think regulatory twists, inflationary pressures and a wealthtech marketplace that feels more crowded than a New York subway at rush hour. This perfect storm is setting the stage for a transformative year, where clarity and consolidation could bring some focus to …
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35 min - The WealthStack Podcast: Schwab’s Vision for Advisor Tech with Alison DooherTechnology is no longer just a nice-to-have—it’s essential for scaling and improving client outcomes. With increasing demands on advisors, platforms like Schwab are working to simplify, integrate and anticipate the next wave of innovation to help advisors thrive in an evolving landscape. In this episode of The WealthStack Podcast, Shannon Rosic, director of WealthStack content …
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28 min - The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha UnderwoodDigital vaults are revolutionizing legacy planning by providing a secure, centralized and accessible solution for managing critical documents and assets. In an era where families are geographically dispersed, and financial lives are increasingly complex, digital vaults enable the seamless organization and sharing of important information, such as wills, insurance policies, deeds and health directives. By …
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40 min - The WealthStack Podcast: The Future of AI Security with Alec CrawfordWith over 62% of wealth management firms acknowledging that AI will significantly transform operations, it’s becoming imperative to adopt AI responsibly while ensuring data integrity, regulatory compliance and robust cybersecurity. Shannon Rosic, director of WealthStack content and solutions, chats with Alec Crawford, the founder and CEO of Artificial Intelligence Risk, about how this firm is …
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39 min - How Farther’s Custom Tech Fuels Advisor Growth with Taylor Matthews and Brad GenserThe buy versus build debate continues to rage on in the wealth management industry. Many of the largest wealth managers and RIAs have already created great software and technology that others can purchase and fold into their existing businesses. But Farther actually turned to creating their own in-house proprietary platforms to achieve success in a …
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37 min - The WealthStack Podcast: The TAMP Evolution: Tech Driving Wealth Management Forward with Kyle WiggsTAMPs have evolved significantly since their inception in the 1980s, becoming essential tools for advisors seeking to enhance operational efficiency and client service. Initially, TAMPs were designed to simplify portfolio management by providing access to pre-selected investment models and third-party asset managers, allowing advisors to outsource the heavy lifting of investment management. Over time, as …
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38 min - Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQThe use of testimonials creates a powerful opportunity to amplify the potential reach of positive experiences through word-of-mouth sharing to new audiences. For financial advisors, online reputation is becoming increasingly important as clients turn to digital channels for information. Understanding how to leverage testimonials effectively can be a game-changer for business growth. In this episode …
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27 min - Why Business Owners Deserve Better from Their Advisory Partners with Trevor GreenwaySmall to medium-sized businesses make up 99% of all U.S. businesses, and most of these business owners are unaware of their enterprise value. The episode dives into how Interval provides critical insights for business owners by automating business health analytics and delivering ongoing value monitoring, ultimately helping advisors provide better guidance by integrating business health …
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33 min - The WealthStack Podcast: Unpacking The State of CRM with Doug FritzProactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to revisit is their CRM system, which has become crucial for delivering personalized services and enhancing …
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37 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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