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

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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

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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

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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?

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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

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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

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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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Rick Bookstaber and Dr. Ashby Monk: The Evolution of Financial Advisors as Risk Managers

Rick Bookstaber and Dr. Ashby Monk: The Evolution of Financial Advisors as Risk Managers

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As more individuals enter and approach retirement, the role of a financial advisor is changing rapidly. An increasing number of clients need their advisors to act as “personal risk managers” and focus on downside protection and stability, vs. growth and outperformance.  To learn more about this evolution, Mark Bruno, Managing Director of Wealth Management at …

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The WealthStack Podcast: Ben Cruikshank on the Professionalization of Crypto

The WealthStack Podcast: Ben Cruikshank on the Professionalization of Crypto

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Cryptocurrency is a hot topic with many investors – yet, financial advisors are still in the early stages of learning and navigating the evolving world of crypto and digital assets.  Mark Bruno, Managing Director of Wealth Management at Informa, is joined on the WealthStack Podcast by Ben Cruikshank, Head of Flourish, in discussing the growing …

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Ric Edelman on Advisors’ “Crypto Knowledge Gap”

Ric Edelman on Advisors’ “Crypto Knowledge Gap”

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Are investors outpacing advisors in their understanding of crypto and digital assets? 16% of advisors say they recommend bitcoin and other digital assets, yet 24% of American adults own crypto. It’s important for financial advisors to overcome this gap as the number of digital assets in the market continues to grow and the asset class …

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Lori Hardwick: How Technology is Revolutionizing the Wealth Management Industry

Lori Hardwick: How Technology is Revolutionizing the Wealth Management Industry

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Innovation and adoption of technology are rapidly redefining the way financial advisors work with clients – and are revolutionizing the wealth management industry.  One of the most experienced and knowledgeable voices in the wealth management and WealthTech industries — Lori Hardwick, CEO of Red Rock Strategic Partner — stopped by the WealthStack podcast to highlight …

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