The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence

The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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