Month: October 2025
The WealthStack Podcast: The Digital Experience Platform Playbook – Tom Fields on Client Communication That Converts

The WealthStack Podcast: The Digital Experience Platform Playbook – Tom Fields on Client Communication That Converts

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Client expectations in wealth management have leapt ahead: investors want the same seamless, mobile, and personalized experience they get from Netflix, Uber and even their bank. Yet most firms still rely on portals few clients open and emails lost in crowded inboxes, creating gaps in engagement, advice delivery, and growth.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Tom Fields, founder and CEO of Fynancial, to discuss how digital experience platforms redefine advisor-client relationships. Tom shares the story behind Fynancial, the lessons learned from losing his biggest client, and how his communication-first mindset is helping firms modernize engagement, simplify their tech, and scale trust.

They discuss:

  • Why communication is the new client experience, and why email and social miss the mark
  • Why advisors must control delivery to ensure their message is received and remembered
  • How Fynancial integrates CRMs, planning tools, and custodial data into one unified client app
  • The role of AI and agentic assistants in creating personalized, compliant communication at scale
  • Metrics that matter: engagement signals, first-month referrals, and ROI stories from enterprise rollouts

Resources:

Connect with Shannon Rosic:

Connect with Tom Fields:

About Our Guest:

Tom Fields is the CEO and Founder of Fynancial, the only Digital Experience Platform for Wealth Management—the easiest way to engage clients, integrate technology, and grow organically all on your own branded app.

Tom launched Fynancial in January 2023 and has worked with some of the biggest names in wealth management. He is an active thought leader in advisor technology, regularly speaking and sharing insights on digital engagement strategies that position RIAs to thrive in a rapidly evolving financial landscape.

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The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke

The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke

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Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just adopting new tools, but ensuring they deliver security, transparency, and personalization for ultra-high-net-worth families. In this environment, technology has shifted from back-office infrastructure to the front line of client engagement.

In this episode, host Shannon Rosic speaks with Dan Burke, chief technology officer and founding partner at Callan Family Office, about how CTOs balance innovation with risk, build client-driven tech roadmaps, and why reporting and data remain the backbone of digital transformation in wealth management.

They discuss:

  • His journey from investment analyst to CTO and the founding of Callan Family Office
  • Why ultra-high-net-worth families need more than just investment management
  • The role of trust, data and assumptions in adopting AI tools
  • How Callan approaches risk management, cybersecurity and process improvement
  • The Tax Overlay Management program for after-tax optimization

Resources:

Connect with Shannon Rosic:

Connect with Dan Burke:

About Our Guest:

Dan Burke serves as Chief Technology Officer at Callan Family Office and leads the development of the firm’s integrated technology offering for ultra-high-net-worth families and family offices.

Dan brings 20 years of tax-efficient portfolio construction and investment technology experience to his role guiding the firm’s technology strategy. He oversees data management, system integration, and the aggregated reporting platform that empowers Callan Family Office professionals to deliver customized advice and solutions. Dan manages a key component of this platform, CFO’s Tax Overlay Management program, and works directly with clients to design portfolios that seek to maximize after-tax, net-of-fee investment returns.

In addition to his technology leadership, Dan serves as a Co-Chair of the Callan Family Office Investment Committee.

Previously, Dan was Managing Director and Head of Institutional OCIO at Wells Fargo Private Bank, leading investment management for its largest institutional and philanthropic clients. He also held senior roles at Abbot Downing, where he led portfolio construction and developed the firm’s tax-efficient portfolio management framework. Dan began his career as an investment analyst at Morgan Stanley.

Dan earned his MBA with High Honors from the University of Chicago Booth School of Business, specializing in Finance, Econometrics, and Statistics. He holds a BBA in Finance, Magna Cum Laude, from Bowling Green State University and is a Chartered Financial Analyst (CFA).

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