Tag: Advisor Technology
The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki

The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki

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As AI shifts from novelty to necessity in wealth management, the real unlock isn’t shiny tools, it’s smarter planning. Advisors need technology that compresses plan-build time, surfaces next-best actions and keeps clients engaged without losing the human in the loop. How can AI move firms from episodic planning to an additive, always-on model? By turning personalization at scale into a practical reality across the wealth stack.

In this episode, host Shannon Rosic speaks with Ken Lotocki, chief product officer of Conquest Planning, about innovations like Conquest’s Strategic Advice Manager, the role of hybrid models, and how estate and legacy planning tie into the next generation of client engagement.

They also discuss:

  • How Conquest enables advisors to spend less time on technology and more time with clients
  • How AI augments (not replaces) advisors by making planning the hub of the client journey
  • The role of AI and SAM in delivering real-time insights and additive planning
  • Why best-in-breed + open APIs beat building a CRM in-house
  • What the $80 million Series B unlocks for product velocity and U.S. expansion

Resources:

Connect with Shannon Rosic:

Connect with Ken Lotocki:

About Our Guest:

Ken Lotocki, Chief Product Officer at Conquest Planning, has nearly 20 years of experience in financial services technology, specializing in product management and business analysis. As a founder of Conquest, he shapes the firm’s product direction and drives innovation. Previously, Ken led technology strategy at Cambrian Credit Union and was the Product Director at Advicent, advancing NaviPlan’s strategy in North America. He holds an Honours Bachelor of Commerce from the University of Manitoba.

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The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook

The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook

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What happens when an advisor leaves the safety net of a big broker-dealer to start fresh—and hand-pick every stitch of technology? For Jordan Raniszeski, co-founder and senior managing partner of Carnegie Private Wealth, it meant balancing efficiency with humanity, testing everything from AI meeting assistants to client portals, and building a culture that embraces innovation without becoming tech-dependent.

In this episode of The WealthStack Podcast, host Shannon Rosic flips the script—interviewing an advisor about the real-world process of building a stack that empowers advisors and delights clients.

Shannon and Jordan discuss:

  • How Carnegie Wealth built a fully customized tech stack from day one
  • Why “tech-enabled, not tech-dependent” is the firm’s guiding principle
  • The ROI reality check: Which tools actually deliver client impact (and which don’t)
  • How AI tools like Jump and Holistiplan are reshaping Carnegie’s workflows
  • Jordan’s advice for advisors overwhelmed by tech options when launching a new firm

Resources:

Connect with Shannon Rosic:

Connect with Jordan Raniszeski:

About Our Guest:

Jordan is a leader in the Wealth Management industry and Senior Managing Partner at Carnegie Private Wealth, where he’s helped build a team of well-regarded and experienced advisors. The advisors of Carnegie Private Wealth collectively serve more than 519 households with over $1,100,000,000 in brokerage assets as of January 30, 2025.

In his more than 20 years of experience as an advisor working with high-net-worth individuals and families, Jordan developed expertise in helping corporate executives, professionals, and business owners. As a business owner and organizational leader himself, Jordan intimately understands the time constraints and complexities facing these clients and helps them build a plan to pursue their goals while balancing many different priorities.

Jordan’s career path showcases his leadership and commitment to client service. He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies. Later, at Wachovia Bank (now Wells Fargo), Jordan helped build the Executive Financial Planning practice. Partnering with Angie Ostendarp, he then grew one of Wells Fargo Advisors’ largest brokerage practices. Throughout his journey, Jordan has remained a devoted student of the industry, constantly seeking innovative ways to serve clients.

Leadership has been a constant theme in Jordan’s life. From roles in student government and charitable organizations to positions on sports teams, he has consistently stepped up to guide others. Jordan’s experience made him a natural fit to lead Carnegie’s formation. He now guides the Carnegie team, focusing on a shared vision for wealth management’s future.

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