Top Tweets for #Wealthstack
New on the #WealthStack podcast 🎧
I sat down with James Cantwell of @WealthTechSlct to talk:
🤯 Why advisors freeze on tech choices
🧭 How to cut through noise with data + benchmarking
🛠️ Why implementation—not tools—is the real issue
Listen in: https://t.co/ABemltIW7X
Zeplyn's Era Jain details how the firm builds AI-native workflows that free up advisors’ time while structuring human conversations into powerful, actionable data.
https://t.co/IuXNWYroVM
#WealthManagement #WealthTech #WealthStack
Advisors: How much of your client insight is trapped in forgotten meeting notes? I'm talking to Era Jain of @zeplynai on 5/20 on the #WealthStack podcast about turning convos into action w/ AI. Got Qs about automation, client intel, or AI notetakers? Drop them 👇
Advisors: Are you avoiding the “messy middle” of wealth planning?
👵 Aging. 🏡 Home transitions. ❤️ End-of-life care.
In my latest #WealthStack podcast, I chat w/ Lauren Clough of @thebQuest about bridging financial advice + elder care with tech and AI.
🎧 Listen: https://t.co/ZavtoUSxzE
AI + online marketing + digital assets + financial intelligence = the freedom stack.
No office, no boss, just leverage.
Most won’t study it.
Few will apply it.
But those who do — escape.
#Bitcoin #DigitalFreedom #WealthStack #AIeconomy
Looking forward to catching up w/ my next guest for the #WealthStack podcast, @sairarahman of @fundrise! We're unpacking how RIAs can harness the power of alternative investments to unlock new growth and resilience in their portfolios. We're recording TOMORROW, so submit those Qs soon!
The #WealthStack Podcast
@ShannonRosic, director of WealthStack content and solutions, sits down with John Connell, CEO and co-founder of Focal, to explore the transformative power of agentic AI in the financial advisory space.
Listen to the podcast >> https://t.co/wBvZdwV6Fv
Check out the latest epsiode of the #WealthStack podcast with Martha Underwood of Prismm! Her story is pretty incredible - born out of a personal crisis during Hurricane Irma, Prismm was her solution to a pressing problem: secure, centralized access to critical documents. Tune in! https://t.co/oCRkK7u53w
Check out the latest #WealthStack podcast episode with @alec06830 of @AIRiskInc. We chat about the future of #AI security and why it’s becoming imperative to adopt AI responsibly. Tune in! https://t.co/Jyoc69ecWY
Highlight from #SchwabIMPACT getting to record a live episode of the #WealthStack podcast with Alison Dooher!
The latest episode of the #WealthStack podcast has dropped! Thanks to Brad Genser & Taylor Matthews of @FartherFinance for chatting with me about how their custom tech fuels advisor growth. https://t.co/MhlUW0N6Vf
The #WealthStack Podcast 🎙️
In this episode of The WealthStack Podcast, @ShannonRosic, director of WealthStack Content and Solutions, chats with @FartherFinance co-founders Taylor Matthews and Brad Genser https://t.co/733hYwPVcY
Looking forward to chatting with my next guest on the #WealthStack podcast @alec06830 of @AIRiskInc! We'll cover how AI Risk is revolutionizing #AI security & how the platform is working to solve for challenges presented by AI. We're recording on 11/11 so get those Qs in soon!
For the first time ever, the #WealthStack podcast will be a twofer! Excited to chat w/ Taylor Matthews & Brad Genser of @FartherFinance about how they've positioned themselves as a leading tech-centric wealth management firm (in a very short amount of time).
Ask us anything! We're recording TOMORROW, October 29, so submit your questions soon.
#WealthStack Roundup
The financial planning and account aggregation provider @eMoneyAdvisor held its annual user conference this week, during which it announced the availability of eMoney Aggregation as a standalone product. https://t.co/NAmDWmombe
RIA Edge West is to a great start. @TIFINfintech's President and CRO Rob Pettman discussed practical application of AI in Wealth Management.
https://t.co/DwdfkpBIlv
#riaedge #riaedgewest #techforgrowth #wealthstack #WealthManagement #aiforadvisors
Looking forward to hosting my next guest on the #WealthStack podcast, @1KyleWiggs of UX Wealth Partners. We're talking TAMPs & how UX has become a leader in #AI & machine learning investment technologies.
Be sure to ask us anything! We're recording on 10/4, so submit your Qs soon.
Time to get back on the mic! Looking forward to hosting my next guest on the #WealthStack podcast, Andrew Johnson of Testimonial iQ. We'll be chatting about harnessing the power of testimonials for business growth.
You know what to do - be sure to ask us anything! We're recording TOMORROW, 9/10, so submit your Qs soon.
PODCAST 🎙️
In this episode, @ShannonRosic, director of #WealthStack content and solutions, speaks with Doug Fritz, CEO and founder of @F2_Strategy, about the current state and future of CRM systems in the wealth management industry. https://t.co/IPQOAfLrfH
The WealthStack #PODCAST 🎙️
In this episode, @ShannonRosic, director of #WealthStack Content and Solutions, speaks with Verity Larsen, Founder and CEO of @versoftconsult, about the importance of a comprehensive post-deal integration strategy. https://t.co/V4PFTORni7
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