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 management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.
The WealthStack Podcast
Claim This Podcastby Shannon Rosic
4.6(11 reviews)
102 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
39
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality50
Social0
YouTube0
Engagement68
Podcast Overview
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 management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.
Language
🇺🇲
Publishing Since
10/14/2021
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39
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality50
Social0
YouTube0
Engagement68
6
Excellent Areas
2
Good Performance
11
Growth Opportunities
excellent
Episode Length
34 minutes
Performing excellently!
good
Podcast 2.0 Features
5 fields
Recommendations available
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needs improvement
Publishing Consistency
Every 17 days
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Recent Episodes
June 5, 2026
The WealthStack Podcast: The AI Workforce Era with Andrei Pop
Host Shannon Rosic interviews Andrei Pop, founder and CEO of Humanity Labs, exploring how RIAs can leverage the AI workforce to enhance human work and scale trust.
May 22, 2026
The WealthStack Podcast: AI’s Client Engagement Frontier with A.J. De Rosa
Host Shannon Rosic interviews A.J. De Rosa, CEO and co-founder of Intellebox, exploring how AI transforms client engagement beyond efficiency in wealth management.
May 8, 2026
The WealthStack Podcast: How Delegating Drives Growth & Better Client Experiences with Brooke Cecil
Host Shannon Rosic interviews Brooke Cecil, VP of Client Relations and Talent at BELAY, about how strategic delegation enhances client experiences and drives advisory firm growth.
102 total episodes available with 39 transcripts
Recent guests on The WealthStack Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Andrei Pop
Guest
AJ De Rosa
Guest
Mark Swan
Guest
Sam Sova
Guest
Dan Zitting
Guest
Freedom Dumlao
Guest
Joshua Allen
Guest
Wes Caywood
Guest
Dr Joshua Wilson
Guest
Davis Janowski
Guest
Jason Pereira
Guest
Michelle Feinstein
Guest
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Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is The WealthStack Podcast?
- How often does this podcast release new episodes?
This podcast updates 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?
Yes, this podcast regularly features guests.
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