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: Bridging Advisors and Elder Care with Lauren Clough

36 mins • May 9, 2025

Recent Episodes

May 9, 2025

The WealthStack Podcast: Bridging Advisors and Elder Care with Lauren Clough

36 mins

Apr 17, 2025

The WealthStack Podcast: Leveraging Forms Automation to Boost Client Experience with Rich Walker

33 mins

Apr 4, 2025

The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert

35 mins

Mar 21, 2025

The WealthStack Podcast: The Independent Advisor Boom and the Tech Shaping Their Future with Vickie Lewin

37 mins

Mar 7, 2025

The WealthStack Podcast: How RIAs Can Leverage Alternative Investments with Saira Rahman

28 mins

Language
English
Country
United States
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