The WealthStack Podcast: 5 Trends Shaping Wealth Management in 2023 With Tim Welsh

The WealthStack Podcast: 5 Trends Shaping Wealth Management in 2023 With Tim Welsh

Over the last year, the wealth management industry has faced extraordinary market conditions and macro-economic challenges, causing many firms to reconsider their operational strategies. New technology options and investment opportunities are all disrupting the status quo, so it’s critical to pay attention to the subtle yet dramatic changes happening in the independent wealth space that …

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The WealthStack Podcast: Digitizing Your Practice End-To-End with Jason Pereira

The WealthStack Podcast: Digitizing Your Practice End-To-End with Jason Pereira

Financial advisors have a plethora of options when it comes to building their tech stack. But, how can they ultimately leverage new technology to deliver a meaningful client experience? In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Jason Pereira, an award-winning financial planner, entrepreneur, and fintech expert, on how every …

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The WealthStack Podcast: Solving Integration Challenges is Now a Reality

The WealthStack Podcast: Solving Integration Challenges is Now a Reality

Many firms are sitting on a plethora of data, but have struggled to unlock the true value of it all. Integration enables (often disparate) systems to communicate with each other, and data integration is key to delivering high-quality client and advisor experiences. By centralizing all of the data, firms can gain a holistic view and …

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The WealthStack Podcast: How Does 401(k) and Held Away Account Management Fit into Holistic Advice?

The WealthStack Podcast: How Does 401(k) and Held Away Account Management Fit into Holistic Advice?

What’s in a name? Acting as a “bridge” to better retirement, Pontera enables retirement savers to get help managing their 401(k) from their trusted advisor.  In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, is joined by Nicole Zheng, CMO of Pontera, to talk about how their secure and seamless platform allows advisors …

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The WealthStack Podcast: Creating a Frictionless Wealth Management Experience with Stephen Daffron of BetaNXT

The WealthStack Podcast: Creating a Frictionless Wealth Management Experience with Stephen Daffron of BetaNXT

The ultimate objective to create an end-to-end, holistic wealth management experience seems simple in theory, but it continues to be difficult for the wealth management industry to execute on. Fortunately, BetaNXT is hyper-focused on solving customers’ most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. In this episode, Shannon Rosic, …

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The WealthStack Podcast: Why the Timing of Financial Advice Matters

The WealthStack Podcast: Why the Timing of Financial Advice Matters

Summary Bento Engine said it best: Even the best advice, delivered at the wrong time, can fall flat. Financial advice delivered too early – or worse, too late – can have the opposite effect of its intention. In order to truly help their clients, and therefore improve engagement, loyalty and retention, advisors need to offer …

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The WealthStack Podcast: Making the Complex Simple – Facilitating Meaningful Financial Planning Conversations

The WealthStack Podcast: Making the Complex Simple – Facilitating Meaningful Financial Planning Conversations

Would you rather walk through 37,000 different financial scenarios with your clients or review a one page sheet simplifying the financial plan? Not to mention having the ability to showcase what really matters to your clients. In this episode, Shannon Rosic, director of WealthStack Content and Solutions, is joined by Carl Richards, chief brand officer …

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The WealthStack Podcast: Is it the Year of Advisor Productivity?

The WealthStack Podcast: Is it the Year of Advisor Productivity?

RIAs need to find ways to continue to be profitable and scale, even when the markets aren’t offering much growth. While technology has advanced in leaps and bounds, with new products and services being introduced every year, advisors still need to utilize the right technology to improve workflows within their business. In this episode, Shannon …

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The WealthStack Podcast: How To Engage the Unengaged With Santiago Burridge

The WealthStack Podcast: How To Engage the Unengaged With Santiago Burridge

As an advisor, your clients don’t necessarily care about what CRM tool or planning software you use. They care about HOW you use that technology to engage them and help live their best life. In other words, it is time to shift your focus from product-centric to client-centric! In this episode, Shannon Rosic, Director of …

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The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski

The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski

Technology innovations continue to shake up the wealth management industry. More than ever, advisors need to be aware of the solutions and tools available, and how they’re ultimately impacting the financial planning space. In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, is joined by Davis Janowski, Senior Technology Editor at WealthManagement.com. Shannon …

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