The WealthStack Podcast

The WealthStack Podcast

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.

Episodes

The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke

October 3, 2025 • 38 mins
Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just adopting new tools, but ensuring they deliver security, transparency, and personalization for ultra-high-net-worth families. In this environment, technology has shifted from back-office infrastructure to the front line of client engagement. In this …

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The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki

September 19, 2025 • 33 mins
As AI shifts from novelty to necessity in wealth management, the real unlock isn’t shiny tools, it’s smarter planning. Advisors need technology that compresses plan-build time, surfaces next-best actions and keeps clients engaged without losing the human in the loop. How can AI move firms from episodic planning to an additive, always-on model? By turning …

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The WealthStack Podcast: The Strategy Behind Allworth’s 40+ AI Initiatives

September 5, 2025 • 28 mins
As artificial intelligence becomes table stakes, RIAs and enterprises alike are experimenting with tools to streamline workflows, improve client experiences and scale smarter. But while many firms are testing isolated tools, the real opportunity lies in weaving AI into the very DNA of a business, transforming it from a tech experiment into a strategic advantage.  …

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The WealthStack Podcast: Breaking Through Advisor Tech Paralysis with James Cantwell

August 22, 2025 • 40 mins
Decision paralysis is one of the biggest silent killers of RIA growth. With hundreds of tech tools, endless surveys and no clear roadmap, many firms freeze instead of scaling. The result? Wasted time, poor implementations and missed opportunities to run their practices like true businesses. In this episode of The WealthStack Podcast, host Shannon Rosic …

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The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook

August 8, 2025 • 32 mins
What happens when an advisor leaves the safety net of a big broker-dealer to start fresh—and hand-pick every stitch of technology? For Jordan Raniszeski, co-founder and senior managing partner of Carnegie Private Wealth, it meant balancing efficiency with humanity, testing everything from AI meeting assistants to client portals, and building a culture that embraces innovation …

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The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence

July 25, 2025 • 35 mins
In an industry where personalization and scale are often at odds, AI-powered meeting assistants are becoming a cornerstone of the modern advisor’s tech stack. These tools promise to eliminate hours of administrative work by automatically capturing meeting notes, updating CRMs and handling post-meeting follow-ups. But in wealth management, where trust, accuracy and compliance are everything, …

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The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain

July 11, 2025 • 37 mins
Advisors are drowning in meeting prep, notes and follow-ups—but what if artificial intelligence could give them those hours back and make their advice more personal? In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Era Jain, CEO and co-founder of Zeplyn, to discuss how they’re building AI-native workflows that free up …

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Unlocking Private Markets: How AssetMark Is Redefining Advisor Opportunity with Michael Kim

June 27, 2025 • 41 mins
Private markets are no longer just for the ultra-wealthy. In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is betting big on that future. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Michael Kim, president and CEO of AssetMark, to unpack how technology, education, and private …

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The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish

June 13, 2025 • 34 mins
Clients expect personalized portfolios and proposals. So, what if you could ditch cookie-cutter models and deliver truly personalized portfolios, at scale, without blowing up the back office? In this episode of the WealthStack podcast, Shannon Rosic chats with Govinda Quish, managing director and global head of wealth management product at MSCI. Govinda brings a global …

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The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle

May 23, 2025 • 28 mins
What if your clients could actually see how every dollar of their wealth supports their life goals, without relying on a Monte Carlo simulation or generic risk questionnaire? In this episode of the WealthStack Podcast, host Shannon Rosic is joined by Jeff Coyle, founder and CEO of Libretto, a platform built to help advisors deliver …

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The WealthStack Podcast: Bridging Advisors and Elder Care with Lauren Clough

May 9, 2025 • 35 mins
As clients demand more holistic and human-centered planning experiences, financial advisors are increasingly being asked to support aging-related decisions, from home transitions to end-of-life care. For many, this “messy middle” between long-term care planning and estate settlement has become a blind spot. So, what does it take to navigate life’s most challenging transitions, like elder …

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The WealthStack Podcast: Leveraging Forms Automation to Boost Client Experience with Rich Walker

April 17, 2025 • 33 mins
As financial technology continues to evolve, one key area of change is the automation of routine tasks. For wealth management professionals, forms automation is essential for boosting efficiency, reducing manual errors, and enhancing the client experience. As the demand for faster, more seamless processes grows, many advisors are turning to automation solutions to streamline paperwork …

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The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert

April 4, 2025 • 34 mins
The rise of AI is creating a pivotal shift in wealth management—streamlining operations, enhancing client engagement, and helping advisors scale. While some firms remain hesitant, the future belongs to those embracing AI not as a replacement but as a co-pilot that empowers them to serve clients better and grow more efficiently. In this episode of …

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The WealthStack Podcast: The Independent Advisor Boom and the Tech Shaping Their Future with Vickie Lewin

March 21, 2025 • 37 mins
What exactly does it take to ride the wave of independence in wealth management, and how can technology ease the transition? The breakaway movement is accelerating, with more advisors leaving traditional wirehouses to build independent RIAs that offer greater flexibility, control and client-centric service.  But with independence comes new challenges—scaling efficiently, selecting the right tech …

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The WealthStack Podcast: How RIAs Can Leverage Alternative Investments with Saira Rahman

March 7, 2025 • 28 mins
The landscape of wealth management is shifting, and alternative investments are emerging as a powerful tool for RIAs looking to drive organic growth and portfolio resilience. With increasing investor demand for access to institutional-grade opportunities, advisors must evolve their approach to stay competitive. In this episode of The WealthStack Podcast, host Shannon Rosic, director of …

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The WealthStack Podcast: The Next Era of Personalized Wealth Solutions with David Crow

February 21, 2025 • 34 mins
The future of wealth management isn’t just about managing portfolios—it’s about leveraging technology to deliver personalized, client-centric solutions at scale. As the industry evolves, advisors and firms must adapt to new digital tools, automation and AI-driven insights to remain competitive. In this episode of the WealthStack Podcast, host Shannon Rosic, director of WealthStack content and …

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The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell

February 7, 2025 • 33 mins
The 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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The WealthStack Podcast: 2025 WealthTech Projections & Predictions with Davis Janowski

January 24, 2025 • 34 mins
The 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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The WealthStack Podcast: Schwab’s Vision for Advisor Tech with Alison Dooher

December 20, 2024 • 27 mins
Technology 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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The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood

December 6, 2024 • 39 mins
Digital 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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