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🔥 In this episode of PRess Play: The StreetCred PR Podcast, we are joined by Shannon Rosic, also known as ‘Gadget Girl’. As Director of WealthStack Content and Solutions at Informa, Shannon shares fantastic insights drawn from her deep experience in video production,

💥 40+ AI initiatives. Allworth Financial isn’t just testing AI—they’re scaling with it. On the next #WealthStack pod, I chat with CEO John Bunch about: 🤖 Why they launched an AI Council 📈 How to scale AI without losing ROI 🧠 Embedding AI into every part of the RIA Got a Q?

Life lately - August has been a bender and we’re only 1/2 way through. Worth it to live on planes for these experiences 🫶 1. United Planners video shoot in Washington state 2. Taking a 5am flight home to have Nugget crush our barrel race 3. LPL Focus in San Diego 4. Living

New on the #WealthStack podcast 🎧 I sat down with James Cantwell of WealthTech Select 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: tinyurl.com/54nnezzx

#FutureProofFestival Day 1 Shannon Rosic Diana Britton Torie Happe Alison Samantha Russell 👩🏼‍💻 Future Proof

Ken Lotocki of Conquest Planning Inc. is joining me on the WealthStack podcast on 9/12 to talk all things AI & personalization in financial planning. Be sure to ask us anything & drop your Qs below ⬇️

Will be taking 3-5 biz days to recover, but Future Proof does it again! Thanks for brining us all together for another energizing and action packed few days in Huntington Beach 🫶

Next on the WealthStack podcast: Inside the tech stack of a family office w/ Dan Burke, CTO of Callan Family Office. We're talking AI, data, integration & what keeps tech leaders in the UHNW space up at night. Drop your Qs for the Ask Us Anything segment - we're recording 9/17!

Ken brought Kenergy for us all on the lastest WealthStack podcast. We chat about: ✅AI that augments (not replaces) advisors ✅SAM delivering real-time insights ✅Why best-in-breed + open APIs >DIY CRM 🎧 tinyurl.com/238s3srv Conquest Planning Inc.

Ken Lotocki joined Shannon Rosic on The WealthStack Podcast to discuss what differentiates Conquest from legacy planning tools, how our platform delivers advice at scale, and some of the exciting new features coming soon to Conquest. 🎧Full episode : wealthmanagement.com/artificial-int…

Thanks to Rich Walker for having me on his pod! We chat about the intersection of WM, wealthtech, & my favorite, storytelling. If you've ever wondered what happens when the interviewer becomes the interviewee, smash the listen button below ⬇️ quickforms.com/post/humanizin…

Up next on the WealthStack podcast: Tom Fields, CEO of Fynancial We're talking about redefining client engagement through a TRUE digital experience platform. Recording on 10/1, so drop your Qs below for our "Ask Us Anything" segment!

The WealthStack Podcast 🎙️ Callan Family Office's Dan Burke describes how CTOs balance innovation with risk, build client-driven tech roadmaps, and why reporting and data remain the backbone of digital transformation in wealth management. Listen >> spr.ly/6019AYWH9

🚨New WealthStack Podcast episode 🚨 Dan Burke from Callan Family Office breaks down the CTO mindset at modern family offices. Perfect listen for anyone navigating UHNW tech strategy 🎧 tinyurl.com/5668jtde

IUp next on the WwealthStack podcast, I’m sitting down with JP Pattinson of MAI Capital to talk building tech that actually works for advisors...from AI + cybersecurity to prioritizing innovation at scale. Drop your Qs for our “Ask Us Anything” 👇 We're recording Friday!

🚨New podcast episode alert🚨 I chatted w/ Fynancial CEO Tom Fields about: 📱 Why communication is the new client experience 🤖 How AI + agentic assistants personalize at scale 📊 Metrics that actually drive referrals + ROI Tune in: tinyurl.com/5929matp

And I got to see it live tonight ❤️💛

This Friday! I'm chatting with Sarah Angello, Co-Founder of Daffodil, to explore how tech is revolutionizing charitable giving. Be sure to Ask Us Anything and drop your Qs below ⬇️

Every RIA wants to scale, but few realize that scalability starts with consistency at the tech and data level. Check out the latest episode of the WealthStack podcast w/ JP Pattinson of MAI Capital to learn more tinyurl.com/38awppmd

Philanthropy is shifting from a year-end task to an always-on strategy. On this episode, I talk with Sarah Angello of Daffodil about: 💡 Why giving drives deeper client loyalty 📱 How DAFs are more active than people think 🤖 AI and real-time impact reporting 🎧 Listen: