The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee

The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee

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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 client interest in alternatives, pre-IPO companies and more personalized investment opportunities, the need for better education, due diligence, transparency and portfolio context has never been …

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The WealthStack Podcast: AI’s Role in RIA Growth with John Wernz

The WealthStack Podcast: AI’s Role in RIA Growth with John Wernz

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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 growth engines that connect marketing, client engagement, intent signals, referrals, personalization and measurable business development outcomes. In this episode of The WealthStack Podcast, …

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The WealthStack Podcast: The AI Workforce Era with Andrei Pop

The WealthStack Podcast: The AI Workforce Era with Andrei Pop

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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 office. What happens when the goal is not doing more, but giving people room to do better human work? In this episode …

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The WealthStack Podcast: AI’s Client Engagement Frontier with A.J. De Rosa

The WealthStack Podcast: AI’s Client Engagement Frontier with A.J. De Rosa

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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 tools, dashboards and workflows into a world where AI can help deliver timely insights, proactive engagement and more personalized communication at scale. In …

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The WealthStack Podcast: How Delegating Drives Growth & Better Client Experiences with Brooke Cecil

The WealthStack Podcast: How Delegating Drives Growth & Better Client Experiences with Brooke Cecil

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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 Cecil, vice president of client relations and talent at BELAY Solutions, to unpack why operational support, delegation and consistency are becoming critical …

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The WealthStack Podcast: AI, Capacity and the Future of Advice with Mark Swan

The WealthStack Podcast: AI, Capacity and the Future of Advice with Mark Swan

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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 just a notetaker. Not just a chatbot. Something that can actually help advisors scale capacity, reduce operational drag and make the …

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The WealthStack Podcast: Are You Hiring AI or Just Buying Tools? with Subatomic’s Sam Sova

The WealthStack Podcast: Are You Hiring AI or Just Buying Tools? with Subatomic’s Sam Sova

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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? Not even close. In this episode of The WealthStack Podcast, Shannon Rosic sits down with Subatomic CEO Sam Sova to unpack …

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The WealthStack Podcast: Elevating the Client Meeting with Dan Zitting

The WealthStack Podcast: Elevating the Client Meeting with Dan Zitting

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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 increasingly complex questions on the spot, all while navigating a fragmented tech stack and rising client expectations shaped by artificial intelligence. In this …

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The WealthStack Podcast: Rethinking Technology, AI and the Advisor Experience with Freedom Dumlao

The WealthStack Podcast: Rethinking Technology, AI and the Advisor Experience with Freedom Dumlao

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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 on top of legacy systems never designed for this moment. As AI accelerates what’s possible, the real challenge isn’t adopting new tools, it’s rethinking how technology supports …

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The WealthStack Podcast: Beyond the Model & Scaling Personalized Portfolios with Joshua Allen

The WealthStack Podcast: Beyond the Model & Scaling Personalized Portfolios with Joshua Allen

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“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 events. Firms want scale, efficiency, and fewer operational landmines. Too often, those two goals collide. In this episode of The WealthStack Podcast, …

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