Shannon Rosic

The WealthStack Podcast

This podcast offers financial advisors insightful conversations with industry leaders about the latest trends in WealthTech, enhancing client experiences and boosting growth.

Listen on Apple Podcasts

The WealthStack Podcast: The Next Era of Personalized Wealth Solutions with David Crow

35 mins • Feb 21, 2025

Recent Episodes

Feb 21, 2025

The WealthStack Podcast: The Next Era of Personalized Wealth Solutions with David Crow

35 mins

Feb 7, 2025

The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell

33 mins

Jan 24, 2025

The WealthStack Podcast: 2025 WealthTech Projections & Predictions with Davis Janowski

35 mins

Dec 20, 2024

The WealthStack Podcast: Schwab’s Vision for Advisor Tech with Alison Dooher

27 mins

Dec 6, 2024

The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood

40 mins

Language
English
Country
United States
Request an Update
Updates may take a few minutes.