Tag: Estate Planning
The WealthStack Podcast: Why Estate Planning is The Next Frontier of Wealth Management with Gene Farrell

The WealthStack Podcast: Why Estate Planning is The Next Frontier of Wealth Management with Gene Farrell

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Is estate planning the next frontier of wealth management? Estate planning solutions are becoming steadily more popular with advisors, especially those seeking to differentiate their services. As clients become increasingly aware of the complexities of wealth transfer, asset protection, and legacy planning, they expect comprehensive guidance from their advisors. By using estate planning tools, advisors can offer a holistic approach to wealth management, addressing not only investment strategies but also the essential aspects of estate distribution and tax implications. 

In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Gene Farrell, CEO of Vanilla, about the emerging trends in estate planning and why it’s becoming a critical part of wealth management.

Shannon and Gene also discuss:

  • Why estate planning is becoming a differentiator for financial advisors 
  • The biggest misconceptions around estate planning
  • Why the great wealth transfer is driving technological changes
  • The impact AI is having on estate planning software

Connect with Shannon Rosic:

Connect with Gene Farrell:

About Our Guest:

With over 25 years of executive leadership experience driving transformation and growth across the consumer and technology industries, Gene is a recognized thought leader and innovator known for building disruptive new businesses for global brands. He was named a 2019 Innovator of the Year by the Puget Sound Business Journal. 

Prior to Vanilla, Gene spent 4 1/2 years at Smartsheet where he helped take the company public and scale the business from $100M to over $500M in revenue. As Smartsheet’s Chief Strategy and Product Officer Gene was responsible for leading company strategy, corporate development, product management, product marketing, experience design, and strategic alliances. Gene joined Smartsheet from Amazon Web Services where he spent five years as a vice president responsible for enterprise computing. In this role, Gene pioneered new cloud businesses including Amazon WorkSpaces and Amazon Chime. Before Amazon, Gene was a vice president at the Coca-Cola Company, where he founded and led the creation of the Coca-Cola Freestyle beverage platform. His groundbreaking work on Coca-Cola Freestyle was recognized by Forbes as one of the best new products of the decade and received the Edison Gold Innovation and Catalyst Design awards.



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The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein

The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein

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The advent of wealthtech represents both a significant opportunity and a challenge. On one hand, it offers tools that can enhance efficiency, improve client engagement, and enable more personalized, data-driven advice. On the other hand, it demands a shift in mindset and skill set, requiring advisors to become adept at integrating new technologies into their practice. The implications of wealthtech extend beyond operational efficiency to fundamentally altering the value proposition of financial advisors, compelling them to differentiate themselves through the quality of their insights and their ability to deliver comprehensive, client-centric solutions.

In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Joel Bruckenstein, President of T3, about the transformative impact of technology on wealth management.

Shannon and Joel also discuss:

  • T3/Inside Information Software Survey takeaways 
  • Digital strategies for engaging nextgen clients
  • What popular wealthtech trends he disagrees with
  • The burgeoning role of AI in wealth management

Connect with Shannon Rosic:

Connect with Joel Bruckenstein:

About Our Guest:

Joel P. Bruckenstein, CFP®, is a globally recognized authority in the field of applied technology for financial professionals. He is renowned as the Publisher of Technology Tools for Today (T3), formerly known as Virtual Office News and now known as the T3 Tech Hub.

As the driving force behind the esteemed T3 Advisor Conference, Bruckenstein has established it as the preeminent technology event for independent financial advisors executives from independent broker/dealers and executives from large registered investment advisory firms. The conference also welcomes fintech journalists, private equity firms, and asset managers that support the wealthtech ecosystem. Celebrating its 20th year in 2024, the conference has consistently delivered unparalleled value to its attendees.

Beyond these major conferences, Bruckenstein partners with influential thought leaders in the financial services industry, such as Brian Hamburger of MarketCounsel, to host various technology summits.

For over two decades, Bruckenstein has been advising financial service firms of all sizes, aiding them in enhancing their technological infrastructure, streamlining processes, and optimizing workflows.



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