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: How Does 401(k) and Held Away Account Management Fit into Holistic Advice?

Posted March 17, 2023 • 00:31:03

What’s in a name? Acting as a “bridge” to better retirement, Pontera enables retirement savers to get help managing their 401(k) from their trusted...

The WealthStack Podcast: Creating a Frictionless Wealth Management Experience with Stephen Daffron of BetaNXT

Posted March 10, 2023 • 00:31:18

The ultimate objective to create an end-to-end, holistic wealth management experience seems simple in theory, but it continues to be difficult for the...

The WealthStack Podcast: Why the Timing of Financial Advice Matters

Posted March 3, 2023 • 00:23:28

Summary

Bento Engine said it best: Even the best advice, delivered at the wrong time, can fall flat. Financial advice delivered too early...

The WealthStack Podcast: Making the Complex Simple – Facilitating Meaningful Financial Planning Conversations

Posted February 24, 2023 • 00:24:27

Would you rather walk through 37,000 different financial scenarios with your clients or review a one page sheet simplifying the financial plan? Not...

The WealthStack Podcast: Is it the Year of Advisor Productivity?

Posted February 17, 2023 • 00:20:16

RIAs need to find ways to continue to be profitable and scale, even when the markets aren’t offering much growth. While technology has advanced in...