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

Recent Episodes

The WealthStack Podcast: Modern Philanthropy Reimagined with Sarah Angello

Posted November 21, 2025 • 00:28:52

When giving meets innovation, philanthropy transforms from a year-end transaction into a powerful force for ongoing impact.

In this episode of...

The WealthStack Podcast: Why Consistency Is the New Scalability with JP Pattinson

Posted November 7, 2025 • 00:31:13

Wealth management is no longer powered by people using technology, it’s powered by firms built on it. As artificial intelligence, data and digital...

The WealthStack Podcast: The Digital Experience Platform Playbook – Tom Fields on Client Communication That Converts

Posted October 17, 2025 • 00:37:41

Client expectations in wealth management have leapt ahead: investors want the same seamless, mobile, and personalized experience they get from Netflix,...

The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke

Posted October 3, 2025 • 00:38:19

Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just adopting...

The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki

Posted September 19, 2025 • 00:33:16

As AI shifts from novelty to necessity in wealth management, the real unlock isn’t shiny tools, it’s smarter planning. Advisors need technology...