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Hosted by Shannon Rosic · 🇺🇸 US · EN-US · 105 episodes
Established thought leaders with verified media credentials.
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.
Shannon Rosic hosts The WealthStack Podcast, a business show with 105 episodes published.
As artificial intelligence adoption accelerates across wealth management, enterprise RIAs are becoming an important proving ground for what it actually takes to move from experimentation to scale. The conversation has sh
For many business owners, the company represents far more than a line item on a balance sheet. It is their largest source of wealth, income, identity and legacy. Yet critical questions around valuation, succession, equit
Private markets are moving closer to the core of the wealth management conversation, but the experience around accessing, evaluating and explaining those opportunities remains highly fragmented. As advisors face growing
Artificial intelligence in wealth management is moving beyond productivity hacks and into the heart of organic growth. For advisors, the next opportunity is not simply creating more content faster, but building smarter g
As firms move beyond artificial intelligence notetaking, prep tools and basic automation, the bigger opportunity may be rethinking how work gets done across the entire organization, from the front office to the back offi
Everyone in wealth management is talking about artificial intelligence, but too much of the conversation still centers on efficiency. Yes, saving time matters. But the bigger opportunity is moving firms from disconnected
Sometimes, 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 Ceci
Everyone 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 j
Everyone 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?
Client 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
Technology 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
“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 even
As 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 trans
As 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.
For 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 anal
Technology 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 Pod
Wealth firms are finally moving beyond “CRM as a Rolodex” and into a world where CRM, data and AI operate as the command center of the entire business. As growth pressures mount, advisor demographics shift and AI-driven
When giving meets innovation, philanthropy transforms from a year-end transaction into a powerful force for ongoing impact. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Sarah Angello, co-
Wealth management is no longer powered by people using technology, it’s powered by firms built on it. As artificial intelligence, data and digital experiences reshape the industry, the winners will be those who modernize
Client expectations in wealth management have leapt ahead: investors want the same seamless, mobile, and personalized experience they get from Netflix, Uber and even their bank. Yet most firms still rely on portals few c
Dan Zitting
CEO · Nitrogen
1 appearance on this show
Jason Pereira
senior partner and financial planner · Woodgate Financial
1 appearance on this show
Dan Burke
Vice President, Corporate Benefits at Turner Industries · Wilmington University
1 appearance on this show
Jason Early
RISR
1 appearance on this show
Anna Joo Fee
Goodfin
1 appearance on this show
A.J. De Rosa
Intellebox
1 appearance on this show
Brooke Cecil
BELAY Solutions
1 appearance on this show
Mark Swan
Nevis
1 appearance on this show
Sam Sova
Subatomic
1 appearance on this show
Freedom Dumlao
Vestmark
1 appearance on this show
Joshua Allen
TCP Asset Management
1 appearance on this show
Davis Janowski
Wealth Management
1 appearance on this show
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The WealthStack Podcast is hosted by Shannon Rosic. The show is categorised under business (investing) and has published 105 episodes.
The WealthStack Podcast has published 105 episodes.
The WealthStack Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
The WealthStack Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The WealthStack Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The WealthStack Podcast average 35 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The WealthStack Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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