Month: February 2023
The WealthStack Podcast: Making the Complex Simple – Facilitating Meaningful Financial Planning Conversations

The WealthStack Podcast: Making the Complex Simple – Facilitating Meaningful Financial Planning Conversations

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Would you rather walk through 37,000 different financial scenarios with your clients or review a one page sheet simplifying the financial plan? Not to mention having the ability to showcase what really matters to your clients.

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, is joined by Carl Richards, chief brand officer of Elements, in discussing how the company provides advisors a way to capture vital client data quickly and easily, and ultimately present a holistic picture of their financial life in a tangible and understandable way.

Shannon and Carl discuss:

  • How Elements is modernizing the traditional financial planning model
  • What is the goal of the one-page-plan (OPP) and how they benefit advisors and their clients
  • Why they’re focused on building a client centric mobile app and overall engaging experience
  • What makes Elements ‘nudge’ capabilities different from any of the other CRM providers and other planning providers

Connect with Shannon Rosic:

Connect with Carl Richards:

About Our Guest:

Carl Richards is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.

Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin).

His sketches have appeared in a solo show at the Kimball Art Center in Park City, Utah as well as other showings at Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London.

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The WealthStack Podcast: Is it the Year of Advisor Productivity?

The WealthStack Podcast: Is it the Year of Advisor Productivity?

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RIAs need to find ways to continue to be profitable and scale, even when the markets aren’t offering much growth. While technology has advanced in leaps and bounds, with new products and services being introduced every year, advisors still need to utilize the right technology to improve workflows within their business.

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Ryan George, chief marketing officer of Docupace, on what to look for when introducing new technology to a business to fill gaps in productivity.

Shannon and Ryan discuss:

  • Why now was the right time for Docupace to enter the RIA market
  • What the word ‘scale’ means within the RIA marketplace, and how is technology helping
  • Which technology will be most impactful for financial advisors this year and beyond
  • Eight questions to ask when looking for new technology to incorporate into your business

Connect with Shannon Rosic:

Connect with Guest:

About Our Guest:

Ryan George is the Chief Marketing Officer at Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. He serves as the company’s “chief diplomat” evangelizing the company’s people, solutions and brand across the financial services/ wealth management industry. As a member of the senior executive committee Ryan collaborates with key stakeholders across Docupace to support the company’s growth, retention and profitability objectives.



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The WealthStack Podcast: How To Engage the Unengaged With Santiago Burridge

The WealthStack Podcast: How To Engage the Unengaged With Santiago Burridge

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As an advisor, your clients don’t necessarily care about what CRM tool or planning software you use. They care about HOW you use that technology to engage them and help live their best life.

In other words, it is time to shift your focus from product-centric to client-centric!

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Santiago Burridge, CEO and Co-Founder of Lumiant, about what is driving innovation around advice engagement. They also explore how advisors should approach client engagement differently in 2023 and beyond.

Shannon and Santiago discuss:

  • How Lumiant’s platform helps advisors effectively engage the unengaged
  • What advisor engagement truly means — and how it can make clients fall in love with you
  • The adoption of advice engagement technology by next-gen advisors
  • Why intimate client connections are key to accelerating your organic growth

Connect with Shannon Rosic:

Connect with Santiago Burridge:

About Our Guest:

Santiago is passionate about helping the financial advice industry deliver on the promise of advice. A 23-year industry leader, Santiago founded Lumiant to support advisors in delivering an extraordinary and engaging software-supported advice experience. Starting as a financial advisor, Santiago quickly became disillusioned with the product-centricity of the profession. Instead, he wanted to personalize the experience and create a model that placed client preferences at the heart of their financial decisions. In 2010, Santiago co-founded Implemented Portfolios, a technology platform that delivers highly individualized investment experiences, which now has circa $2bn in funds under management.



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The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski

The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski

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Technology innovations continue to shake up the wealth management industry. More than ever, advisors need to be aware of the solutions and tools available, and how they’re ultimately impacting the financial planning space.

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, is joined by Davis Janowski, Senior Technology Editor at WealthManagement.com. Shannon and Davis explore how emerging wealthtech players are changing the future of financial planning. They focus on some of the latest innovations and how advisors are incorporating them into their practice.

Shannon and Davis discuss:

  • Technology’s role as a driving force for success in the wealth management industry
  • Where are the biggest opportunities for financial advisors to grow
  • What interesting firms and wealth tech concepts that financial advisors should be paying attention to in 2023 and beyond
  • How are new practice management and “advice engagement” platforms being integrated by advisors
  • New advisor rating and review tech thanks to the SEC ad rule change

Connect with Shannon Rosic:

Connect with Guest:

About Our Guest:

Davis Janowski is a career journalist who has done stints with FinTech startups and as an analyst. Along the way, his work has appeared in the New York Times and many other publications. While much of his focus has been in the FinTech sector for the last 13 years, Davis also has extensive experience in evaluating technology and tech products. His career in tech journalism began at PC Magazine, where he tested and reviewed consumer and business products and managed a team of editors, technicians, and analysts. Davis also spent six years covering FinTech for InvestmentNews, where he was a technology reporter and columnist and also spoke frequently at industry conferences. Outside his daily work he volunteers with several groups that have a strong environmental and sustainability focus and, on occasion, writes about them too.



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