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: How To Engage the Unengaged With Santiago Burridge
As an advisor, your clients don’t necessarily care about what CRM tool or planning software you use. They care about HOW you use that technology to...
The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski
Technology innovations continue to shake up the wealth management industry. More than ever, advisors need to be aware of the solutions and tools available,...
Rick Bookstaber and Dr. Ashby Monk: The Evolution of Financial Advisors as Risk Managers
As more individuals enter and approach retirement, the role of a financial advisor is changing rapidly. An increasing number of clients need their advisors...
The WealthStack Podcast: Ben Cruikshank on the Professionalization of Crypto
Cryptocurrency is a hot topic with many investors – yet, financial advisors are still in the early stages of learning and navigating the evolving...
Ric Edelman on Advisors’ “Crypto Knowledge Gap”
Are investors outpacing advisors in their understanding of crypto and digital assets? 16% of advisors say they recommend bitcoin and other digital assets,...
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