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: Top Tactics For High-Growth Firms WIth Sara Baker

Posted March 28, 2024 • 00:34:53

For years, firms have benefited from a rising equity market and an equally long period of near-zero interest rates. RIAs found themselves in a position...

The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein

Posted March 22, 2024 • 00:31:58

The advent of wealthtech represents both a significant opportunity and a challenge. On one hand, it offers tools that can enhance efficiency, improve...

The Wealthstack Podcast: Going From Wealth Advisor to a Wealth Coach With Urs Bolt

Posted March 15, 2024 • 00:34:17

Financial advisors are much more than just “money experts”, and their role is evolving from traditional wealth advising to a more personalized wealth...

The WealthStack Podcast: Measuring Tech ROI with John Spyers of Buckingham Wealth Partners

Posted March 8, 2024 • 00:36:20

Evaluating technology ROI is crucial for ensuring that investments in digital tools and platforms directly contribute to operational efficiency and...

The WealthStack Podcast: What Custodial Competition Means for the Industry with Thomas Moore of Betterment for Advisors

Posted March 1, 2024 • 00:32:52

The custodial space is notoriously difficult to break into, but Betterment wasn’t afraid to take the leap. While larger custodians are locked in a...