The advent of wealthtech represents both a significant opportunity and a challenge. On one hand, it offers tools that can enhance efficiency, improve client engagement, and enable more personalized, data-driven advice. On the other hand, it demands a shift in mindset and skill set, requiring advisors to become adept at integrating new technologies into their … <a class="btn btn-default" href="https://wealth-stack.blubrry.net/2024/03/22/the-wealthstack-podcast-whats-next-in-wealthtech-with-joel-bruckenstein/"> Read More Read More</a>

The advent of wealthtech represents both a significant opportunity and a challenge. On one hand, it offers tools that can enhance efficiency, improve client engagement, and enable more personalized, data-driven advice. On the other hand, it demands a shift in mindset and skill set, requiring advisors to become adept at integrating new technologies into their … Read More Read More

The advent of wealthtech represents both a significant opportunity and a challenge. On one hand, it offers tools that can enhance efficiency, improve client engagement, and enable more personalized, data-driven advice. On the other hand, it demands a shift in mindset and skill set, requiring advisors to become adept at integrating new technologies into their … <a href="https://wealth-stack.blubrry.net/2024/03/22/the-wealthstack-podcast-whats-next-in-wealthtech-with-joel-bruckenstein/" rel="noopener noreferrer"> Read More Read More</a>

The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein

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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The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein

The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein

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