The WealthStack Podcast
By Shannon Rosic
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Category: Investing
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Episodes: 100
Description
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.
| Episode | Date |
|---|---|
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The WealthStack Podcast: How Delegating Drives Growth & Better Client Experiences with Brooke Cecil
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May 08, 2026 |
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The WealthStack Podcast: AI, Capacity and the Future of Advice with Mark Swan
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Apr 24, 2026 |
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The WealthStack Podcast: Are You Hiring AI or Just Buying Tools? with Subatomic’s Sam Sova
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Apr 10, 2026 |
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The WealthStack Podcast: Elevating the Client Meeting with Dan Zitting
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Mar 20, 2026 |
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The WealthStack Podcast: Rethinking Technology, AI and the Advisor Experience with Freedom Dumlao
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Mar 06, 2026 |
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The WealthStack Podcast: Beyond the Model & Scaling Personalized Portfolios with Joshua Allen
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Feb 20, 2026 |
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The WealthStack Podcast: Portfolio Personalization Without the Ops Headache with Wes Caywood
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Feb 06, 2026 |
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The WealthStack Podcast: Tech Meets Behavioral Finance with Dr. Joshua Wilson
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Jan 23, 2026 |
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From Franken-Stacks to AI Agents: The Annual WealthTech Outlook with Davis Janowski
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Jan 12, 2026 |
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The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts
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Dec 19, 2025 |
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The WealthStack Podcast: CRM, AI, and the Future of Advisor Productivity with Michelle Feinstein
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Dec 05, 2025 |
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The WealthStack Podcast: Modern Philanthropy Reimagined with Sarah Angello
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Nov 21, 2025 |
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The WealthStack Podcast: Why Consistency Is the New Scalability with JP Pattinson
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Nov 07, 2025 |
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The WealthStack Podcast: The Digital Experience Platform Playbook – Tom Fields on Client Communication That Converts
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Oct 17, 2025 |
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The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke
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Oct 03, 2025 |
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The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki
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Sep 19, 2025 |
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The WealthStack Podcast: The Strategy Behind Allworth’s 40+ AI Initiatives
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Sep 05, 2025 |
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The WealthStack Podcast: Breaking Through Advisor Tech Paralysis with James Cantwell
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Aug 22, 2025 |
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The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook
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Aug 08, 2025 |
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The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence
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Jul 25, 2025 |
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The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain
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Jul 11, 2025 |
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Unlocking Private Markets: How AssetMark Is Redefining Advisor Opportunity with Michael Kim
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Jun 27, 2025 |
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The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish
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Jun 13, 2025 |
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The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle
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May 23, 2025 |
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The WealthStack Podcast: Bridging Advisors and Elder Care with Lauren Clough
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May 09, 2025 |
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The WealthStack Podcast: Leveraging Forms Automation to Boost Client Experience with Rich Walker
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Apr 17, 2025 |
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The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert
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Apr 04, 2025 |
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The WealthStack Podcast: The Independent Advisor Boom and the Tech Shaping Their Future with Vickie Lewin
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Mar 21, 2025 |
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The WealthStack Podcast: How RIAs Can Leverage Alternative Investments with Saira Rahman
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Mar 07, 2025 |
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The WealthStack Podcast: The Next Era of Personalized Wealth Solutions with David Crow
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Feb 21, 2025 |
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The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell
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Feb 07, 2025 |
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The WealthStack Podcast: 2025 WealthTech Projections & Predictions with Davis Janowski
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Jan 24, 2025 |
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The WealthStack Podcast: Schwab’s Vision for Advisor Tech with Alison Dooher
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Dec 20, 2024 |
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The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood
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Dec 06, 2024 |
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The WealthStack Podcast: The Future of AI Security with Alec Crawford
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Nov 22, 2024 |
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How Farther’s Custom Tech Fuels Advisor Growth with Taylor Matthews and Brad Genser
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Nov 08, 2024 |
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The WealthStack Podcast: The TAMP Evolution: Tech Driving Wealth Management Forward with Kyle Wiggs
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Oct 25, 2024 |
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Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ
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Oct 11, 2024 |
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Why Business Owners Deserve Better from Their Advisory Partners with Trevor Greenway
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Sep 20, 2024 |
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The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz
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Sep 06, 2024 |
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The WealthStack Podcast: The Post-Merger Playbook
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Aug 23, 2024 |
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The WealthStack Podcast: Why Direct Indexing is The Future of Investing with Patrick Shaddow
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Aug 09, 2024 |
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The WealthStack Podcast: Unlocking AI and Data Strategies: CTO Think Tank Insights with Michelle Feinstein
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Jul 26, 2024 |
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The WealthStack Podcast: Financial Fitness: Strengthening Futures with Healthcare Planning
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Jul 12, 2024 |
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The WealthStack Podcast: Bringing the Power of Planning to Philanthropy
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Jun 21, 2024 |
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The WealthStack Podcast: How RIAs Can Prepare for The Latest SEC Cybersecurity Rules
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Jun 07, 2024 |
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The WealthStack Podcast: The Importance of a Growth Partner with Andree Mohr
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May 24, 2024 |
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The WealthStack Podcast: How LPL Approaches Digital Transformation with Greg Gates
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May 10, 2024 |
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The WealthStack Podcast: Why Estate Planning is The Next Frontier of Wealth Management with Gene Farrell
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Apr 26, 2024 |
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The WealthStack Podcast: Crypto’s Journey to the Mainstream WIth Adam Blumberg
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Apr 12, 2024 |
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The WealthStack Podcast: Top Tactics For High-Growth Firms WIth Sara Baker
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Mar 28, 2024 |
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The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein
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Mar 22, 2024 |
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The Wealthstack Podcast: Going From Wealth Advisor to a Wealth Coach With Urs Bolt
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Mar 15, 2024 |
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The WealthStack Podcast: Measuring Tech ROI with John Spyers of Buckingham Wealth Partners
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Mar 08, 2024 |
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The WealthStack Podcast: What Custodial Competition Means for the Industry with Thomas Moore of Betterment for Advisors
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Mar 01, 2024 |
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The WealthStack Podcast: Will AI Make Advice More Human with Nick Graham of Cambridge
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Feb 23, 2024 |
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The WealthStack Podcast: Can Your Tech Help Tame Volatility with Don Nilsson of Addepar
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Jan 26, 2024 |
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The WealthStack Podcast: The Myth of the Perfect Tech Stack with Adrian Johnstone
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Jan 19, 2024 |
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The WealthStack Podcast: Bridging the Gap Between Asset Management and Financial Planning with Martin Tarlie
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Dec 15, 2023 |
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The WealthStack Podcast: How to Use Generative AI to Scale your Practice with Alan Gurung
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Dec 01, 2023 |
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The WealthStack Podcast: The Power of Visuals to Create Deeper Engagement with Dr. Ross Riskin
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Nov 17, 2023 |
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The WealthStack Podcast: The Power of the CRM with Craig Ramsey
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Nov 03, 2023 |
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The WealthStack Podcast: The Ever-Evolving Role of the CTO with Vib Arya
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Oct 20, 2023 |
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The WealthStack Podcast: Delivering Better, Data-Driven Outcomes for Clients with Joe Stensland
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Oct 06, 2023 |
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The WealthStack Podcast: Democratization and Digitization of Estate Planning with Andres Mazabel
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Sep 15, 2023 |
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The WealthStack Podcast: Making the Digital Asset Investing Ecosystem Accessible with Eric Ervin
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Sep 01, 2023 |
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The WealthStack Podcast: Future-proofing the Next Generation of Wealth Management Firms with Anton Honikman
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Aug 18, 2023 |
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The WealthStack Podcast: Demystifying Risk Management with Rick Bookstaber and Govinda Quish
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Aug 04, 2023 |
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The WealthStack Podcast: 2023 Market Predictions with Marc Chaikin
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Jul 21, 2023 |
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The WealthStack Podcast: Fixing the RIA Fee Billing Conundrum with Lacey Shrum
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Jul 07, 2023 |
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The WealthStack Podcast: Demystifying the Decumulation Phase of Retirement Planning with Sheryl O’Connor
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Jun 30, 2023 |
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The WealthStack Podcast: Building Protective Investment Solutions with Joanna Kanakis
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Jun 23, 2023 |
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The WealthStack Podcast: The Future of Financial Wellness with Adam Holt of Asset-Map
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Jun 16, 2023 |
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The WealthStack Podcast: What Do Advisors Really Need in a TAMP with Colin Falls of GeoWealth
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Jun 09, 2023 |
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The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek Notman
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Jun 02, 2023 |
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The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group
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May 26, 2023 |
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The WealthStack Podcast: How Technology Can Bridge the Gap in Underserved Areas of Financial Planning
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May 19, 2023 |
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The WealthStack Podcast: Innovation in Fixed Income with Russell Feldman of IMTC
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May 12, 2023 |
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The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed
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May 05, 2023 |
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The WealthStack Podcast: 4 Major Post-Pandemic Trends in the Investment Advisory Industry with Rob Roquitte
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Apr 28, 2023 |
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The WealthStack Podcast: Making Data Actionable with Scott Leak of FP Transitions
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Apr 21, 2023 |
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The WealthStack Podcast: How Advisors Can Leverage Online Reviews (and be Compliant) with Brian Thorp of WealthTender
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Apr 14, 2023 |
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The WealthStack Podcast: 5 Trends Shaping Wealth Management in 2023 With Tim Welsh
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Apr 07, 2023 |
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The WealthStack Podcast: Digitizing Your Practice End-To-End with Jason Pereira
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Mar 31, 2023 |
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The WealthStack Podcast: Solving Integration Challenges is Now a Reality
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Mar 24, 2023 |
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The WealthStack Podcast: How Does 401(k) and Held Away Account Management Fit into Holistic Advice?
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Mar 17, 2023 |
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The WealthStack Podcast: Creating a Frictionless Wealth Management Experience with Stephen Daffron of BetaNXT
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Mar 10, 2023 |
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The WealthStack Podcast: Why the Timing of Financial Advice Matters
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Mar 03, 2023 |
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The WealthStack Podcast: Making the Complex Simple – Facilitating Meaningful Financial Planning Conversations
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Feb 24, 2023 |
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The WealthStack Podcast: Is it the Year of Advisor Productivity?
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Feb 17, 2023 |
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The WealthStack Podcast: How To Engage the Unengaged With Santiago Burridge
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Feb 10, 2023 |
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The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski
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Feb 01, 2023 |
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Rick Bookstaber and Dr. Ashby Monk: The Evolution of Financial Advisors as Risk Managers
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Jul 22, 2022 |
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The WealthStack Podcast: Ben Cruikshank on the Professionalization of Crypto
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Jul 08, 2022 |
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Ric Edelman on Advisors’ “Crypto Knowledge Gap”
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Mar 31, 2022 |
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Lori Hardwick: How Technology is Revolutionizing the Wealth Management Industry
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Feb 03, 2022 |
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Dakota’s Carina Diamond: WealthTech’s Impact on the Future of Advice
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Dec 17, 2021 |
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3. The Value of Advice: Articulating and Demonstrating Your True “Alpha” with Jamie Hopkins
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Nov 18, 2021 |
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2. Dani Fava: Why Embedded Finance is a Game-Changer for Financial Advice
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Nov 10, 2021 |
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1. The Evolution of Advice: Joe Duran on the Accelerating Pace of Change in Wealth Management
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Oct 14, 2021 |