Tag: Client Experience
The WealthStack Podcast: The Strategy Behind Allworth’s 40+ AI Initiatives

The WealthStack Podcast: The Strategy Behind Allworth’s 40+ AI Initiatives

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As artificial intelligence becomes table stakes, RIAs and enterprises alike are experimenting with tools to streamline workflows, improve client experiences and scale smarter. But while many firms are testing isolated tools, the real opportunity lies in weaving AI into the very DNA of a business, transforming it from a tech experiment into a strategic advantage. 

In this episode of the WealthStack Podcast, host Shannon Rosic speaks with John Bunch, CEO of Allworth Financial, to explore how one of the industry’s rapidly growing RIAs is pushing AI beyond pilot programs. With more than 40 active initiatives and an internal AI Council guiding adoption, Allworth is proving that the future of advice isn’t just about efficiency, it’s about strategy, culture and client impact.

John discusses:

  • Why Allworth launched 40+ projects
  • How AI can elevate client relationships 
  • The role of the AI Council in driving adoption and ROI
  • His “fail fast, fix it or ditch it” approach to innovation and automation beyond AI
  • What it takes to align business strategy and tech strategy in practice

Resources:

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Connect With John Bunch:

About Our Guest:

John Bunch is the Chief Executive Officer at Allworth Financial. Universally recognized within the wealth management industry, he has accumulated an extensive 30-year history of successfully leading and expanding award-winning organizations that serve both retail and institutional clients.

Before coming to Allworth, John spent over three years as the Chief Financial Services Director at Evelyn Partners (formerly Tilney Smith & Williamson), a leading integrated wealth management and professional services firm headquartered in the United Kingdom. Prior to that, he was the Chief Operating Officer and Executive Vice President of Edelman Financial Engines – where he oversaw 130 branch offices – and the Chief Executive Officer of The Mutual Fund Store. Before that, he held several key institutional sector leadership positions, including Executive Vice President at TD Ameritrade and Divisional Senior Vice President at Charles Schwab & Co.

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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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