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: AI, Capacity and the Future of Advice with Mark Swan

Posted April 24, 2026 • 00:37:53

Everyone in wealth management is talking about artificial intelligence, but the more important question is what happens when it stops being just another...

The WealthStack Podcast: Are You Hiring AI or Just Buying Tools? with Subatomic’s Sam Sova

Posted April 10, 2026 • 00:32:06

Everyone in wealth management says they’re using AI right now. But if we’re being honest, most of it still looks like faster note taking, cleaner...

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...