Wealth Solutions Report Podcast

About Wealth Solutions Report Podcast

Wealth Solutions Report Podcasts features thoughtful conversations with executives, advisors, investors, operators and other industry leaders shaping the future of wealth management. The series explores the strategies, trends and developments driving the industry forward, including growth, M&A, advisor recruiting and transitions, technology and AI, investments, talent, leadership, succession, operations and the evolution of wealth management business models. Through interviews and expert conversations, WSR brings context to the ideas, transactions and strategic decisions influencing firms across the wealth management landscape. Produced by Wealth Solutions Report (WSR), a B2B digital platform for insights, analysis and expert commentary on wealth management, the podcast reflects WSR’s focus on objective, independent and actionable industry coverage. Each episode highlights informed perspectives, practical insights and the people, firms and ideas helping shape the future of wealth management.

Publisher

Wealth Solutions Report

Category

business

Language

en

Explicit

No

First episode

27 Aug 2026

Latest episode

20 Oct 2026

Latest episodes

27 episodes in the feed.

1. 

   20 Oct 2026

   WSR Radio: Top Articles of the Week Ending October 16, 2026

   Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! (https://rss.com/podcasts/wealth-solutions-report-podcast/voicemail) This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending October 16, 2026. WSR Names Inaugural Top Financial Advisor Recruiters Of The Year Social Security And The High Net Worth Client Perennial Launches With Over $500 Million In Client Assets Trilogy Capital Acquires $1 Billion Aviation-Focused RIA Before You Sell Your RIA, Build The Firm You Want To Own Visit wealthsolutionsreport.com (https://www.wealthsolutionsreport.com) for more wealth management news and insights.

2. 

   15 Oct 2026

   Carrick Lane’s John Marshall Discusses Managed Option Strategies In Wealth Portfolios

   Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! (https://rss.com/podcasts/wealth-solutions-report-podcast/voicemail) Jim Roth, Partner at Ascentix Partners, speaks with John Marshall, Partner at Carrick Lane (https://www.carricklane.com/), on this episode of the Wealth Set Go podcast about the role of managed option strategies in client portfolios. Marshall examines how advisors can use alternatives to demonstrate value as clients seek more than traditional stock and bond exposure. Marshall describes Carrick Lane’s approach as an overlay that seeks additional income alongside an existing portfolio. He distinguishes this structure from private equity and private credit investments that require separate capital allocations, and explains how selling options seeks to capture the volatility risk premium. Liquidity and position transparency are central to his comparison with less liquid alternatives. The conversation also explores how option income strategies can complement direct indexing. Marshall discusses their potential to help sustain tax deferral as opportunities to harvest losses in long-only portfolios diminish over time. This episode is sponsored by Ascentix Partners (https://www.ascentix.com/). Wealth Solutions Report can be reached at info@wealthsolutionsreport.com (mailto:info@wealthsolutionsreport.com).

3. 

   15 Oct 2026

   GeoWealth’s Jack Hannah Discusses Culture And Scalable Advisory Practices

   Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! (https://rss.com/podcasts/wealth-solutions-report-podcast/voicemail) Laurie Stack, Host of Talent Stack, speaks with Jack Hannah, President & Chief Operating Officer of GeoWealth (https://geowealth.com/), about developing people and building scalable advisory practices in this episode of the Talent Stack podcast. Hannah discusses how firms can support employees’ careers while helping advisors serve clients more efficiently. Hannah draws on GeoWealth’s experience hiring former athletes to explain the value of teamwork and coachability. Employees who accept feedback and learn from colleagues can develop into leaders themselves. He also emphasizes that culture requires tangible support for employees, including fair compensation, work-life balance and opportunities to advance. For advisory firms, Hannah argues that strong client relationships can coexist with a scalable practice. Choosing clients whose needs fit the firm’s capabilities can help avoid excessive customization. He also cautions against chasing investment trends, emphasizing consistent investing and the advisor’s role in keeping clients focused on their plans. Wealth Solutions Report can be reached at info@wealthsolutionsreport.com (mailto:info@wealthsolutionsreport.com).

Contact Wealth Solutions Report Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.