Month: June 2026
The WealthStack Podcast: AI’s Role in RIA Growth with John Wernz

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

By |

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, host Shannon Rosic sits down with John Wernz to explore how AI is changing advisor marketing, where firms should focus now, and why the future of growth may depend on becoming more human, not less.

Key takeaways:

  • How AI is shifting from efficiency tools to direct organic growth drivers
  • Why advisor marketing is moving from point solutions to connected growth platforms
  • How AI notetakers are evolving into workflow and referral intelligence tools
  • Why AEO and GEO are changing how firms get discovered by prospects
  • How firms can measure whether AI is creating real growth or just more activity

Resources:

Connect with Shannon Rosic:

Connect with John Wernz: 

About our Guest: 

John Wernz is a growth strategist, advisor, investor, and marketing leader with more than 25 years of experience helping financial services firms drive organic growth. Throughout his career, he has held leadership roles with organizations including Fisher Investments and Wealth Enhancement Group, where he helped support significant growth initiatives. Today, he advises private equity-backed firms, wealth management organizations, and fintech companies on marketing, business development, technology, and growth strategy. Known for combining data-driven decision-making with a deep understanding of client relationships, John focuses on helping firms adapt to changing market dynamics, emerging technologies, and evolving client expectations.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The WealthStack Podcast: The AI Workforce Era with Andrei Pop

The WealthStack Podcast: The AI Workforce Era with Andrei Pop

By |

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 of The WealthStack Podcast, host Shannon Rosic sits down with Andrei Pop, founder and CEO of Humanity Labs, to explore the rise of the AI workforce in financial services. Pop explains why RIAs are uniquely positioned for this next wave of AI, how firms can use digital workers to close capacity gaps, and why the future of advice may depend less on scaling tasks and more on scaling trust.

Key takeaways::

  • How AI is moving beyond individual productivity
  • Why clean data helps, but outcome definition matters more
  • Why RIAs are “human businesses” and trust remains the real product advisors deliver
  • The argument that AI could create more accountability, not less
  • Why the financial plan was never really the product

Resources:

Connect with Shannon Rosic:

Connect with Andrei Pop:

About Our Guest:

Andrei Pop is the Founder and CEO of Humanity Labs, a company focused on building AI workforces for financial services firms. Originally from Romania, Andrei brings a human-centered perspective to technology and operations, shaped by his experience growing up in an oppressive system and later spending years in Silicon Valley. Through Humanity Labs, he works with RIAs and wealth management firms to help them rethink how work gets done, using AI to create firm capacity, streamline operations, and free advisors to focus more on trust, judgment, and human connection.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories