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Podcast Overview
<p>Financial services have always had partners who could help evaluate, address, and mitigate risk but today they need to lean on those partners more than ever. Welcome to Bank on Wipfli. Each episode, we’ll feature discussions around industry issues, hot topics and current trends, giving you an insider's look at how top performers and professionals are staying ahead of the curve. Count on Bank on Wipfli podcasts to be your go-to source for need-to-know information that affects the financial services industry.</p>
Language
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Publishing Since
8/23/2023
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Recent Episodes
May 26, 2026
How to reduce your tax burden when selling an RIA firm
Host Robert Zondag interviews Wipfli tax partners Dan Pastron and Cory Vargo on strategies to reduce tax burdens when selling an RIA firm.
April 27, 2026
Building strong compliance programs
In this episode of Bank on Wipfli, we discuss how financial institutions can strengthen their compliance programs in an increasingly complex regulatory environment. Wipfli’s Robert H. Zondag and Tracy Bush explore practical approaches to compliance management, including: The role of outsourced and fractional compliance support, and how institutions can leverage outside expertise to fill gaps, manage turnover, or scale effectively.A clear breakdown of the three lines of defense — business line...
December 30, 2025
How will wealth management change in 2026?
How will wealth management change in 2026? In this episode of Bank on Wipfli, join Wipfli’s Robert Zondag for a conversation with Diamond Consultants CEO Louis Diamond and Wipfli partner Ron Niemasyk about the evolving dynamics of the industry in areas like recruitment, tech and private equity partnerships — plus how wealth management advisory firms are adapting to keep up. Listen for a rundown on key trends that will shape wealth management over the next 12 months, including: Firms moving to...
22 total episodes available with 4 transcripts
Recent guests on Bank on Wipfli
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Dan Pastron
Guest
Cory Vargo
Guest
Tracy Fox
Guest
Joseph Pellissery
Guest
Scott Sartor
Guest
Ben Nichols
Guest
Anne Schutt
Guest
Spencer Crane
Guest
Mark Dreux
Guest
Jason Thomas
Guest
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Frequently asked questions
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- What is Bank on Wipfli?
<p>Financial services have always had partners who could help evaluate, address, and mitigate risk but today they need to lean on those partners more than ever. Welcome to Bank on Wipfli. Each episode, we’ll feature discussions around industry issues, hot topics and current trends, giving you an insider's look at how top performers and professionals are staying ahead of the curve. Count on Bank on Wipfli podcasts to be your go-to source for need-to-know information that affects the financial services industry.</p> - How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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