The WealthStack Podcast: The TAMP Evolution: Tech Driving Wealth Management Forward with Kyle Wiggs

The WealthStack Podcast: The TAMP Evolution: Tech Driving Wealth Management Forward with Kyle Wiggs

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TAMPs have evolved significantly since their inception in the 1980s, becoming essential tools for advisors seeking to enhance operational efficiency and client service. Initially, TAMPs were designed to simplify portfolio management by providing access to pre-selected investment models and third-party asset managers, allowing advisors to outsource the heavy lifting of investment management. Over time, as …

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Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

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The use of testimonials creates a powerful opportunity to amplify the potential reach of positive experiences through word-of-mouth sharing to new audiences. For financial advisors, online reputation is becoming increasingly important as clients turn to digital channels for information. Understanding how to leverage testimonials effectively can be a game-changer for business growth. In this episode …

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Why Business Owners Deserve Better from Their Advisory Partners with Trevor Greenway

Why Business Owners Deserve Better from Their Advisory Partners with Trevor Greenway

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Small to medium-sized businesses make up 99% of all U.S. businesses, and most of these business owners are unaware of their enterprise value. The episode dives into how Interval provides critical insights for business owners by automating business health analytics and delivering ongoing value monitoring, ultimately helping advisors provide better guidance by integrating business health …

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The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

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Proactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to revisit is their CRM system, which has become crucial for delivering personalized services and enhancing …

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The WealthStack Podcast: The Post-Merger Playbook

The WealthStack Podcast: The Post-Merger Playbook

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Mergers and acquisitions often mark the beginning of a transformative journey, filled with both incredible opportunities and challenging headaches. Few industries offer more enticing M&A potential than wealth management, a fragmented sector where performance, processes, and personnel must consistently operate at peak efficiency. For financial advisory firms, regardless of size or type, preparing for acquisition …

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The WealthStack Podcast: Why Direct Indexing is The Future of Investing with Patrick Shaddow

The WealthStack Podcast: Why Direct Indexing is The Future of Investing with Patrick Shaddow

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When it comes to direct indexing, adoption and understanding has historically lagged because the tools were not readily available to advisors, and/or they were not intuitive to use. The evolution of direct indexing is not just a trend but a fundamental shift in the investment management industry, driven by technological innovation and the changing needs …

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The WealthStack Podcast: Unlocking AI and Data Strategies: CTO Think Tank Insights with Michelle Feinstein

The WealthStack Podcast: Unlocking AI and Data Strategies: CTO Think Tank Insights with Michelle Feinstein

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When you’re a technology leader at a $1B+ wealth management firm, there’s a lot that can keep you up at night. Technology issues are evolving, but fortunately, so are solutions. When it comes to the role of the CTO, technical and analytical skills are only part of the job. It might be the case that …

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The WealthStack Podcast: Financial Fitness: Strengthening Futures with Healthcare Planning

The WealthStack Podcast: Financial Fitness: Strengthening Futures with Healthcare Planning

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It’s no secret that the healthcare and financial services industries are incredibly complicated and often don’t easily talk to one another. In fact, medical bills are reported to be the number-one cause of U.S. bankruptcies. Healthcare costs represent a significant portion of an individual’s or family’s financial landscape, especially as they age. Ignoring this critical …

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The WealthStack Podcast: Bringing the Power of Planning to Philanthropy

The WealthStack Podcast: Bringing the Power of Planning to Philanthropy

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Philanthropy often remains an overlooked aspect in wealth planning, which traditionally focuses on wealth accumulation rather than distribution. But, high-net-worth individuals and families increasingly recognize that their financial legacy extends beyond the accumulation of assets. This growing interest in philanthropy demands a more integrated approach to planning, where giving is strategically aligned with overall financial …

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The WealthStack Podcast: How RIAs Can Prepare for The Latest SEC Cybersecurity Rules

The WealthStack Podcast: How RIAs Can Prepare for The Latest SEC Cybersecurity Rules

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SEC compliance is top of mind for RIAs across the country, and their cybersecurity needs are specific. RIAs have a fiduciary responsibility to protect their clients’ data and assets, which can be vulnerable to cyber-attacks. A data breach could result in fines, penalties, and reputational damage. With the SEC proposing new rules to address cybersecurity …

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