The WealthStack Podcast

Oct 25 2024 64 ep. 32 mins 5
The WealthStack Podcast artwork

The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.

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The WealthStack Podcast: The TAMP Evolution: Tech Driving Wealth Management Forward with Kyle Wiggs

Oct 25 2024 37 mins  
TAMPs have evolved significantly since their inception in the 1980s, becoming essential tools for advisors seeking to enhance operational efficiency and client service. Initially, TAMPs were designed to simplify portfolio management by providing access to pre-selected investment models and third-party asset managers, allowing advisors to outsource the heavy lifting of investment ma

Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

Oct 11 2024 26 mins  
The use of testimonials creates a powerful opportunity to amplify the potential reach of positive experiences through word-of-mouth sharing to new audiences. For financial advisors, online reputation is becoming increasingly important as clients turn to digital channels for information. Understanding how to leverage testimonials effectively can be a game-changer for business growth

Why Business Owners Deserve Better from Their Advisory Partners with Trevor Greenway

Sep 20 2024 32 mins  
Small to medium-sized businesses make up 99% of all U.S. businesses, and most of these business owners are unaware of their enterprise value. The episode dives into how Interval provides critical insights for business owners by automating business health analytics and delivering ongoing value monitoring, ultimately helping advisors provide better guidance by integrating business he

The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

Sep 06 2024 36 mins  
Proactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to revisit is their CRM system, which has become crucial for delivering personalized services and enhancing … Rea

The WealthStack Podcast: The Post-Merger Playbook

Aug 23 2024 34 mins  
Mergers and acquisitions often mark the beginning of a transformative journey, filled with both incredible opportunities and challenging headaches. Few industries offer more enticing M&A potential than wealth management, a fragmented sector where performance, processes, and personnel must consistently operate at peak efficiency. For financial advisory firms, regardless of size or t

The WealthStack Podcast: Why Direct Indexing is The Future of Investing with Patrick Shaddow

Aug 09 2024 34 mins  
When it comes to direct indexing, adoption and understanding has historically lagged because the tools were not readily available to advisors, and/or they were not intuitive to use. The evolution of direct indexing is not just a trend but a fundamental shift in the investment management industry, driven by technological innovation and the changing needs … Read More Read More

The WealthStack Podcast: Unlocking AI and Data Strategies: CTO Think Tank Insights with Michelle Feinstein

Jul 26 2024 27 mins  
When you’re a technology leader at a $1B+ wealth management firm, there’s a lot that can keep you up at night. Technology issues are evolving, but fortunately, so are solutions. When it comes to the role of the CTO, technical and analytical skills are only part of the job. It might be the case that … Read More Read More

The WealthStack Podcast: Financial Fitness: Strengthening Futures with Healthcare Planning

Jul 12 2024 33 mins  
It’s no secret that the healthcare and financial services industries are incredibly complicated and often don’t easily talk to one another. In fact, medical bills are reported to be the number-one cause of U.S. bankruptcies. Healthcare costs represent a significant portion of an individual’s or family’s financial landscape, especially as they age. Ignoring this critical …

The WealthStack Podcast: Bringing the Power of Planning to Philanthropy

Jun 21 2024 27 mins  
Philanthropy often remains an overlooked aspect in wealth planning, which traditionally focuses on wealth accumulation rather than distribution. But, high-net-worth individuals and families increasingly recognize that their financial legacy extends beyond the accumulation of assets. This growing interest in philanthropy demands a more integrated approach to planning, where giving i

The WealthStack Podcast: How RIAs Can Prepare for The Latest SEC Cybersecurity Rules

Jun 07 2024 30 mins  
SEC compliance is top of mind for RIAs across the country, and their cybersecurity needs are specific. RIAs have a fiduciary responsibility to protect their clients’ data and assets, which can be vulnerable to cyber-attacks. A data breach could result in fines, penalties, and reputational damage. With the SEC proposing new rules to address cybersecurity … Read More Read More