The WealthStack Podcast: Building the Foundation for Enterprise AI with Dynasty’s Leslie Norman
As artificial intelligence adoption accelerates across wealth management, enterprise RIAs are becoming an important proving ground for what it actually takes to move from experimentation to scale. The conversation has shifted to be more about the foundation required to make AI useful across an entire wealth management business
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Leslie Norman, chief technology officer at Dynasty Financial Partners, to explore what it takes to move AI beyond experimentation and into the everyday operating system of an RIA. They discuss why advisors can still find themselves acting as the “human integration layer” between disconnected systems, how Dynasty is building a more unified technology and data foundation, and what has to happen behind the scenes for AI to become truly useful at scale.
Key takeaways:
- Why connected data and integrated systems are critical to getting more value from AI
- Why Dynasty Labs was created as a dedicated innovation arm
- How change management affects whether advisors actually adopt new technology
- How Dynasty is prioritizing AI use cases based on business impact and ROI rather than chasing technology for technology’s sake
- How virtual assistants and AI agents could prepare work for advisors before the day begins
Resources:
- Listen to WealthStack on Wealth Management
- Subscribe and listen to WealthStack on Apple Podcasts
- Subscribe and listen to WealthStack on Spotify
Connect with Shannon Rosic:
Connect with Leslie Norman:
About Our Guest:
As Chief Technology Officer, Leslie Norman is responsible for the strategy and delivery of technology solutions that benefit the hundreds of independent financial advisors and professionals across the Dynasty Network. She oversees the Product and Engineering, Information Technology, Cyber Security, and Technology Services teams who help Dynasty’s community get the most from their tech stack. She also leads Dynasty Labs, the firm’s dedicated innovation arm, where emerging technologies are explored and developed into practical capabilities for advisors.
Her leadership has focused on building an integrated platform that supports independent advisors at scale, with a strong emphasis on AI and data-driven capabilities. Leslie has spent her career at the intersection of technology and financial services, leading initiatives that modernize operations and put better tools in the hands of advisors and their clients. Her work spans product development and operational transformation — building systems that simplify complexity, automate the back office, and create more meaningful client experiences.
Leslie holds a Master of Business Administration and a Master’s in International Business from the University of Florida, as well as a Bachelor of Science in Finance. A proud Tampa Bay native, Leslie brings a personal connection to the region’s growth and to the mission of developing the next generation of business and technology leaders.
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