The WealthStack Podcast: Tech Meets Behavioral Finance with Dr. Joshua Wilson
As artificial intelligence-powered tools flood the market and marketing becomes faster, cheaper and easier to automate, advisors are discovering an uncomfortable truth: more tech doesn’t automatically create more trust. In an industry that’s louder and more crowded than ever, growth is no longer a tactics problem; it’s an attention, resonance and differentiation problem. The firms that win will be the ones that understand how technology amplifies identity, not replaces it, and how behavioral finance and neuroscience shape decisions long before a prospect ever takes a meeting.
In this episode of The WealthStack Podcast, Shannon Rosic sits down with Dr. Joshua Wilson, founder of NeuBeFi, to explore where tech, behavioral finance, and human psychology actually intersect, and why most advisors are focusing on the wrong side of the decision-making process.
Key takeaways:
- Why most firms have a marketability problem, not a marketing problem
- How technology amplifies identity rather than creating differentiation
- What “signal discovery” means and how it turns sameness into differentiation
- Why growth fails when treated as a checklist instead of a diagnosis
- How clarity and cognitive relief drive trust in money decisions
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 Dr. Joshua Wilson:
About Our Guest:
Dr. Joshua Wilson is the pioneer behind Neuro-Behavioral Finance—a transformative approach that fuses behavioral finance, neuroscience, narrative strategy, and decision science to help advisors and FinTechs become the only option their ideal clients feel drawn to.
Before becoming a sought-after strategist to RIAs and FinTechs, Joshua spent nearly two decades inside the arena where he achieved significant success. Joshua has personally closed hundreds of millions in AUM both virtually and in person.
During his time with TD Ameritrade, he was a highly decorated advisor, National Coach of the Year, led the national sales training program, and traveled the country representing the firm.
After transitioning to the independent RIA world, he built and grew his advisory practice from $0 AUM and no base salary. After selling his book, he led another RIA from turnaround to rapid expansion to acquisition as CEO. In addition to guiding wealth advisors and FinTechs, his expertise has been sought by $20+ billion asset managers, platforms backed by Y Combinator, marketing agencies, and venture capital firms.
His programs have reshaped firms that later appeared in Forbes, Financial Times Top 300 RIAs, the RIA Database’s Top 100 Emerging Wealth Managers, and more. Individually, Joshua has been named to multiple Forbes lists honoring America’s top financial advisors and recognized multiple times as a 5 Star Wealth Manager.
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