The WealthStack Podcast

InterVal's Trevor Greenway details how wealth managers can act as the “quarterback” for business owners through the innovative use of technology.

F2 Strategy's Doug Fritz discusses how the role of the CRM has evolved.

Verity Larsen, Founder and CEO of Versoft Consulting, discusses key strategies for a seamless post-deal integration strategy.

Syntax Data's Patrick Shaddow describes how direct indexing is poised to transform the investment landscape.

Integrated Partners President Andree Mohr details the benefits of having the right partner.

LPL Financial prioritizes tech to aid advisors, focusing on AI and scaling in 2024.

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.