Month: February 2025

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

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

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 solutions, sits down with David Crow, head of Axos Clearing at Axos, to explore how firms can harness technology, data and AI to better serve clients and drive efficiency.

Shannon and David discuss:

  • The evolution of hybrid wealth models and what it means for the future of advice
  • AI, automation and digital tools—where they add value and where the industry is still playing catch-up
  • The Axos approach to integrating banking and investing to create a seamless client experience
  • Emerging trends in clearing and custody

Connect with Shannon Rosic:

Connect with David Crow:

About Our Guest:

David Crow is an accomplished executive with a wealth of experience dedicated to helping organizations optimize, scale, and transform. As Executive Vice President and Head of Axos Clearing, he leads the company’s strategic growth efforts, driving innovation and client-focused solutions that address the unique challenges each organization faces. His passion for cultivating strong client relationships is at the core of his work, with a focus on listening attentively, collaborating deeply, and connecting strategy to execution to deliver measurable results.

With over 25 years of experience in various financial services roles, from sales to relationship management, David has built a reputation for offering forward-thinking guidance that empowers clients to navigate the evolving financial landscape. His expertise in building tailored solutions has made him a trusted partner to clients across the country. Beyond his role at Axos Clearing, David is an active member of industry groups, serving on the SIFMA Private Client Services Committee and the FINRA Clearing Firm Advisory Committee.

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

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

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 technology early can gain a competitive edge by offering more personalized, efficient service.

Shannon Rosic, director of WealthStack content and solutions, sits down with John Connell, CEO and co-founder of Focal, to explore the transformative power of agentic AI in the financial advisory space. Shannon and John discuss:

  • Agentic AI and its independent problem-solving capabilities 
  • How AI is projected to enhance wealthtech operations and the personal brand of advisors 
  • How AI can be used as a growth lever
  • Why compliance is crucial when adopting AI solutions

Connect with Shannon Rosic:

Connect with John Connell:

About Our Guest:

John L. Connell is the Co-Founder and CEO of Focal, an AI meeting management solution that saves financial advisors 15 hours per week by automating tasks before, during, and after meetings. Focal offers enterprise-grade security and compliance, built on Microsoft’s most secure infrastructure. John is also the CEO of Investiture AI, a consulting firm supporting AI/ML solutions for companies like Apple, Disney, HP, and Reddit. He is passionate about leveraging AI for social good, driving innovation through his podcast, Accelerating AI.