Shannon Rosic

The WealthStack Podcast

Business EN ↓ 104 episodes

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 t...

Author

Shannon Rosic

Episodes

Dakota’s Carina Diamond: WealthTech’s Impact on the Future of Advice 17.12.2021 23:57

As technology for the wealth management industry evolves, financial advisors will have more options than ever before to enhance the services – and value – they deliver to clients. Understanding and navigating the readily changing WealthTech landscape can be a challenge for many, however. In this episode of the WealthStack podcast, Carina Diamond, the Chief Experience Officer at Dakota...

3. The Value of Advice: Articulating and Demonstrating Your True “Alpha” with Jamie Hopkins 18.11.2021 35:00

Financial advisors often have an impact on the lives of their clients that extends well beyond investment performance. An ability to help clients navigate complex life and financial decisions – which are frequently intertwined – is at the core of any successful advisor’s long-term relationships. But how can you ensure that clients understand the true value of the services that you del...

2. Dani Fava: Why Embedded Finance is a Game-Changer for Financial Advice 10.11.2021 24:55

Sponsored by: Nationwide While most consumers rely on mobile apps for the majority of their daily purchases and purchases, financial services apps are largely utility functions that occupy a limited portion of investors’ routines and mindshares. Enter Embedded Finance, the next “big disruption” for financial services and wealth management. In this episode of the WealthStack podcast, Mark Bruno t...

1. The Evolution of Advice: Joe Duran on the Accelerating Pace of Change in Wealth Management 14.10.2021 20:57

When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them embraced technology like never before and now, roughly 18 months later, the business of advice has experienced it’s most significant period of change ever. Where does the advice industry go from here? In this inaugural episode of the WealthStack pod...