The WealthStack Podcast

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 m

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Recent Episodes

The WealthStack Podcast: Elevating the Client Meeting with Dan Zitting

Posted March 20, 2026 • 00:31:08

Client meetings remain the heartbeat of the advisory relationship, but the expectations around them have never been higher. Advisors are under pressure...

The WealthStack Podcast: Rethinking Technology, AI and the Advisor Experience with Freedom Dumlao

Posted March 6, 2026 • 00:32:31

Technology in wealth management isn’t just changing, it’s colliding with reality. Advisors are expected to deliver deeply personalized experiences,...

The WealthStack Podcast: Beyond the Model & Scaling Personalized Portfolios with Joshua Allen

Posted February 20, 2026 • 00:30:11

“Personalization” has become one of the most overused words in wealth management and one of the hardest promises to actually deliver. Clients want...

The WealthStack Podcast: Portfolio Personalization Without the Ops Headache with Wes Caywood

Posted February 6, 2026 • 00:36:28

As advisors race to deliver “personalized” portfolios at scale, a hard reality is setting in: most personalization is still just a model tweak with...

The WealthStack Podcast: Tech Meets Behavioral Finance with Dr. Joshua Wilson

Posted January 23, 2026 • 00:46:54

As artificial intelligence-powered tools flood the market and marketing becomes faster, cheaper and easier to automate, advisors are discovering an...