Month: October 2026
The WealthStack Podcast: The RIA Growth Trap with Brad Johnson

The WealthStack Podcast: The RIA Growth Trap with Brad Johnson

By |

You’ve grown your advisory firm, hired people, and invested in technology. So why does every important decision still seem to land on your desk? For many founder-led firms, adding software and automation hasn’t solved the bigger problem: too much of the business still depends on the founder. 

In this episode of The WealthStack Podcast, host Shannon Rosic talks with Brad Johnson, co-founder at Triad Partners, about founder dependence, delegation, firm design, and how AI fits into a growing practice. Brad explains why being a great financial advisor and being a great business owner are two different skill sets, and how separating roles and documenting processes can create capacity before any new tool is added.

Key takeaways:

  • Why more technology doesn’t always translate into greater advisor efficiency.
  • How RIAs can adopt AI responsibly while protecting sensitive client data.
  • Why delegation and executive assistants can unlock advisor capacity.
  • How to build repeatable processes that support scalable RIA growth.
  • Why measuring the value of an advisor’s time can transform business decisions.

Resources:

Connect with Shannon Rosic:

Connect with Brad Johnson:

About Our Guest:

Brad Johnson is a co-founder of Triad Partners, where he helps independent advisors grow their businesses without sacrificing their lives along the way. He has spent almost 20 years in finance and began his career at 26, working alongside advisors decades older than he. Brad hosts the Do Business. Do Life podcast. A background in computer information systems informs his approach to technology. He is a husband and a father of three. He credits his experience coaching advisors on sales processes, delegation, executive assistants, and AI adoption with shaping how Triad helps firms build repeatable, people-first businesses.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The WealthStack Podcast: Cybersecurity and Client Protection Beyond the Portfolio with Ken Eiden

The WealthStack Podcast: Cybersecurity and Client Protection Beyond the Portfolio with Ken Eiden

By |

As artificial intelligence makes phishing, impersonation and identity theft increasingly sophisticated, cybersecurity risks are extending far beyond financial institutions and into clients’ personal lives. For wealth managers, protecting client assets now means thinking beyond portfolios to safeguard digital identities, personal information and the trust at the center of the advisor-client relationship.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Ken Eiden, vice president at Redacted by IDIQ, to explore how AI is reshaping cyber threats, why traditional identity monitoring may not be enough for high-net-worth clients and how advisors can take a more proactive approach to protecting clients and their families.

Key takeaways:

  • How AI is fueling more sophisticated phishing, impersonation and identity theft
  • Why wealthy clients and their families face unique cybersecurity risks
  • How technology and human expertise enable proactive identity protection
  • Why cybersecurity belongs in a holistic wealth management strategy
  • How RIAs can use client protection to differentiate and strengthen relationships

Resources:

Connect with Shannon Rosic:

Connect With Ken Eiden:

About Our Guest:

Ken Eiden is Vice President at Redacted by IDIQ, where he focuses on identity protection, personal cybersecurity, and fraud prevention for executives, affluent families, and other individuals facing heightened risks. With more than two decades of experience in fraud prevention, including 13 years working with institutions and seven years at IDIQ, Ken brings both professional and personal experience to his work. After his five-year-old daughter’s identity was stolen, he became particularly committed to helping families recognize vulnerabilities and respond to identity theft. His work emphasizes proactive protection, personal guidance, and the role of human judgment alongside technology.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories