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The WealthStack Podcast episodes
- The WealthStack Podcast: The Power of Visuals to Create Deeper Engagement with Dr. Ross RiskinIs a picture worth a thousand words? In the case of visiWealth, the answer is yes. Financial planning is complicated and often full of jargon that is complex. As advisors know, when complexity increases, understanding can often decrease, and it can be a challenge to get clients to trust what they don’t understand. This is …
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42 min - The WealthStack Podcast: The Power of the CRM with Craig RamseyA powerful CRM is crucial for financial advisors if they ultimately want to grow their business. As firms gain access to more and more data, the CRM has become the centralized hub to capture, organize and manage data through the entire client lifecycle. With more information available than ever before, advisors can use this technology …
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38 min - The WealthStack Podcast: The Ever-Evolving Role of the CTO with Vib AryaThe role of the CTO has morphed into a complex, evolving set of responsibilities. Historically, technology was seen as an expense to reduce, but as firms redefine themselves in this digital era, we’re seeing the technology strategy become intertwined with business strategy. Yet, very few RIAs have a CTO. As technology and data become central …
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35 min - The WealthStack Podcast: Delivering Better, Data-Driven Outcomes for Clients with Joe StenslandThe emergence of WealthTech-as-a-Service is redefining the wealth management industry. Now, APIs are shaping the future of financial services by providing access to valuable data, enhancing integration and automation, enabling personalization, supporting scalability, and reducing costs. With the increased availability of data, wealthtech firms can quickly develop new products and connect with different financial systems …
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26 min - The WealthStack Podcast: Democratization and Digitization of Estate Planning with Andres MazabelMore than 60% of families in the U.S. do not have a plan to protect their loved ones. Estate planning can have several moving parts, and many people get turned off by the process. But, Trust & Will is on a mission to make estate planning simple and affordable—with the end goal to make it …
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30 min - The WealthStack Podcast: Making the Digital Asset Investing Ecosystem Accessible with Eric Ervin*Since recording this episode, Onramp Invest has been acquired by Securitize, with a mission to expand alternative asset access for RIAs. The advent of digital assets has led to the development of new financial products with the ability to profoundly change where and how wealth is invested. Fortunately, Onramp is on a mission to bring …
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36 min - The WealthStack Podcast: Future-proofing the Next Generation of Wealth Management Firms with Anton HonikmanWhat happens to the wealth management industry when your clients can leave you with a click of a button on their smartphone? Change continues to sweep through the industry, with technology playing a critical role. In order for firms to succeed, they should be focused on future-proofing their practice, which means they need to adapt …
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32 min - The WealthStack Podcast: Demystifying Risk Management with Rick Bookstaber and Govinda QuishThe risk landscape is rapidly evolving, and wealth managers are seeking out new solutions to measure and manage risk for their clients’ investment portfolios. This area of financial planning goes well beyond a risk tolerance number, but, is technology keeping up? In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with risk …
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47 min - The WealthStack Podcast: 2023 Market Predictions with Marc ChaikinMarc Chaikin didn’t have to come out of retirement, but after watching the 2008 financial crisis unfold around him, he decided to build a technological solution. Based on a 20-factor quantitative model to generate investing ideas, the hope was to build a platform that would make managing money easy for retail investors. It all came …
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43 min - The WealthStack Podcast: Fixing the RIA Fee Billing Conundrum with Lacey ShrumRIAs have a billing problem. Mainly because the process has always been manual and prone to errors. Enter Smart Kx – the only software system designed specifically to help financial advisors dynamically and accurately manage client contracts and fee billing. In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Lacey Shrum, …
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34 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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