The WealthStack Podcast
Shannon Rosic
2 episodes
The WealthStack Podcast: The RIA Growth Trap with Brad Johnson
- Triad Partners cofounder Brad Johnson says advisers should use a hub and spoke model that starts with advanced planning, then adds insurance, annuities and wealth management, serving clients with $10m to $20m in investable assets.
- Johnson says firms should not expect fewer staff but the same people producing more, arguing an AI-empowered team member can produce ten times the work of one individual.
30 Oct · 45 min
The WealthStack Podcast: AI, Capacity and the Future of Advice with Mark Swan
- Mark Swan, CEO of Nevis, says about 80 percent of advisers spend their day or week on administrative work, leaving less time for clients and growth.
- Swan argues that generic tools like ChatGPT fall short for regulated wealth firms, which need vertical, workflow-integrated AI with security and guardrails.
24 Apr · 38 min