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 stack and ensuring seamless client experiences. As advisors navigate this shift, AI, automation and integrated technology solutions are becoming essential tools for driving long-term growth.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Vickie Lewin, chief growth officer at Amplify, to explore:
- Why more advisors are breaking away and how it’s reshaping the industry
- Amplify’s mission as a tech-driven, all-in-one advisory solution
- Challenges and solutions for advisors modernizing their tech infrastructure
- The role of AI and automation in shaping wealth management’s future
Connect with Shannon Rosic:
Connect with Vickie Lewin:
About Our Guest:
As Chief Growth Officer, Vickie leads Amplify’s sales and marketing team, driving strategic direction, business development, and market positioning. She is responsible for articulating and amplifying the competitive advantages of Amplify’s unified wealth management platform, ensuring alignment between product development and market needs. Vickie also plays a key role in shaping product and market development strategies and is an integral member of the leadership team.
Prior to joining Amplify, Vickie was Senior Vice President and Chief Success Officer at AssetMark from 2021 to 2024. She joined AssetMark in 2001 when it was a $1 billion TAMP provider and was instrumental in its growth to a $100+ billion industry leader. Her leadership spanned multiple roles, including SVP – Central Division and Internal Sales Development, SVP – Eastern Divisional Sales Manager, and New England Regional Consultant. Vickie played a pivotal role in guiding AssetMark through acquisitions and spearheaded marketing efforts, including overseeing 80+ industry events annually. She previously held roles at FundQuest (now part of Envestnet), Investment Advisory Network (now SS&C Technologies), and Nuveen.
Vickie holds a Bachelor of Arts in English and communications from Ohio State University, where she was a varsity tennis player and a member of Kappa Alpha Theta.
Outside of work, Vickie and her husband, Oren, enjoy a lively family life with their five adult children. She loves traveling, golfing, and sharing great wine with family and friends. She is also passionate about increasing the representation of women in financial services and mentoring the next generation of female industry leaders
Podcast: Play in new window | Download | Embed