Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast and welcomes Shannon Rosic, Director of WealthStack Content and Solutions at Informa Connect and host of the WealthStack podcast, to discuss how advisors can get the most out of industry conferences, including Wealth Management Edge (June 9–11 in Boca Raton). Rosic explains WealthStack’s role in helping advisors cut through the growing WealthTech landscape and emphasizes the importance of advisor experience with technology. They explore how conferences have evolved from information delivery to community, hands-on learning, and serendipitous connections, and Rosic shares strategies to maximize ROI by planning ahead, prioritizing meaningful conversations, and following up afterward. Rosic also highlights key wealth management trends including AI implementation, advisor efficiency, personalization at scale, and increased niche specialization among advisors.

Learn more about Zephyr here.

Learn more about Wealth Management Edge here.

Learn more about Wealth Management here.

00:00 Welcome and Sponsor

01:19 Meet Shannon Rosic

03:55 Wealth Tech Noise and Advisor Experience

06:16 Memorable Interviews and Gadget Girl

09:43 How Conferences Have Evolved

14:18 Why Attend in Volatile Markets 18:03 Wealth Management Edge Highlights

22:19 Conference ROI Plan and Follow Up

23:29 Top Trends AI Efficiency Personalization

27:09 CTO Think Tanks and AI Reality

29:49 Wrap Up and Where to Find More

Connect with Ryan Nauman: LinkedIn

Let's go.

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Ryan Nauman Market Strategist Zephyr:

Welcome everyone to zephyr's

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Adjusted for Risk podcast.

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This is Brian Nauman, the market

strategist here at Zephyr.

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As you all probably know, the investment

management conference season is upon us.

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It seems like there are conferences

almost every week now from industry-wide

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conferences to user conferences.

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You name it.

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One of my personal favorites is the

Wealth Management Edge Conference, which

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is kicking off June 9th through the

11th in beautiful Boca Ratta in Florida.

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Well, I have on a very special

guest to discuss how participants.

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Can get the most OUTTA conferences,

the upcoming Edge conference,

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and some of the trends impacting

the wealth management space.

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But before we get started, this episode

is sponsored by the award-winning Zephyr,

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which helps investment professionals

make more informed investment

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decisions on behalf of their clients.

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All right.

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Enough for me.

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I've already talked enough.

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Let's move on to the star of the show.

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My guest, she doesn't need

much of an introduction.

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She is the Gold Stander for Podcasting

Conference, host a wealth of knowledge

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within the industry, but here it is.

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Anyways, I'd like to

welcome Shannon Rossick.

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Shannon is the director of Wolf

Stack Content and Solutions at

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Informa Connect, which also includes.

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Management.

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She is also host of the very

popular Wealth Stack podcast.

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Shannon, thank you so much for

coming on the show and taking time

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outta your very busy schedule.

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It's such an honor to have you on.

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Can you please tell us a little bit

more about yourself and Wealth Stack?

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Shannon Rosic Director of WealthStack Content and Solutions Informa Connect:

Absolutely thank you so much for having

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me on Ryan It's always still weird for me

be on the other side of the mic since I'm

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the one used to interviewing people So I

appreciate you taking the time to talk a

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little bit about my background and edge

and all things well stack so I can give

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the high level cause I always joke that I

certainly have the fun job albeit a very

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busy one cause I sit at the intersection

of technology advisors and storytelling if

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you will It's what the heck does that mean

with my title Probably doesn't explain

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totally what I do but it essentially means

that I'm responsible for helping advisors

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understand how tech is really reshaping

their businesses and what tools actually

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matter and help them cut through the

noise right now Because as that kite's

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FinTech map has close to 500 providers

on it A lot of shiny objects out there

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but what actually matters So been at this

for gosh it's scary say now 10 10 plus

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years and through the well stack Brand

we produce content like like you said the

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Well Stack podcast and research You'll

see me running around to various industry

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conferences doing video interviews and

just general technology programming at

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events like Wealth Management Edge So

really the goal is pretty simple wealth

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management has exploded with technology

over the last decade or so And with the

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thousands of solutions out there advisors

are constantly being pitched new platforms

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tools and solutions Look at Wells Stack

as maybe the translation layer between

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WealthTech builders and the advisors who

have to run their businesses every day So

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I get to talk to founders CTOs advisors

and operators who are truly building

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the future of advice and then we try to

translate those insights into practical

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takeaways for advisors So I would say

my unofficial job title is probably

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more professional Curiosity engine than

anything because I just get to ask a

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lot of questions on behalf of advisors

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Ryan: Yeah.

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I love it.

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Shannon.

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I often say that too, is like, I

have interviewing great people.

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Like the, the guests are fantastic.

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I, I just ask questions and get the list.

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You, you are so right

about that technology map.

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I, I'm gonna age myself here.

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When I started in the industry 20 years

ago, Michael, he, I don't know if you

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really started it then, but I remember

looking at it and there was a few

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names in each section, a couple here

called, now it's like I get a headache.

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When I look at those, it is like over,

you know, just the changing of it.

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All the startups.

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Shannon Rosic: So rapidly and people

always complain that wealth management

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finance is behind other industries And

while it's true now with the advent of AI

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and the proliferation of all the solutions

we're seeing there things are changing

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So gosh dang fast And I think we're gonna

see this of ebbs and flows right We're

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gonna we've seen the explosion but now

we're gonna Hopefully maybe go into more

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of a consolidation period because how many

solutions can there actually be out there

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Ryan: Exactly, and, and it makes

and makes your role and the people

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at Wealth Stack so important.

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Just, you know, kind of being that

middle person to help financial

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advisors understand like all

the different options out there.

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Give those options and vendors a platform.

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'cause if I was a financial advisor,

everything that they have to go through,

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you know, just on the investment

management side, technology side, building

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a tech stack, just I can't imagine

everything and staying on top of it,

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It's felt.

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Shannon Rosic: advisors to

wear so many hats now as a

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technologist as a life coach as

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Ryan: Yeah.

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Shannon Rosic: finance coach So there's so

many things we're asking of them And it's

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funny because my latest podcast episode

that I just did with the CTO of Smar we

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got into that The problem is actually

more around the advisor Experience with

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technology cause a lot of folks will step

into their role and they're forced to use

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whatever their firm has or some legacy

platforms and systems that just don't talk

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to each other well And so it's more it's

while it's so important obviously to keep

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the client at the center of everything

I think a lot of people forget that it's

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also about the advisor experience at the

end of the day because that ultimately

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ladders up to the client experience

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Ryan: Yeah, you're exactly right.

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In a more efficient advisor,

happier advisor, I think would

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trickle down to the end client to

investor, which is most important.

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You've talked, mentioned some

of the big names that you've

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had on CTOs, CEOs, you name it.

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You've had the pleasure of interviewing

some of the biggest names in wealth

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management, but also sports stars and

like the Dolphins former head coach, Mike

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McDaniel, quarterback Alex Smith, who have

been your favorite people to interview

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or maybe your most memorable interviews.

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Shannon Rosic: Gosh I would actually love

to count up the how many interviews I've

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done over the years It's gotta be in the

thousands at this point which is amazing

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and I'm so grateful for but like you said

very selfishly I got to Interview Alex

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Smith the former chiefs quarterback at

Edge last year And as a Chiefs fan it

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took everything in me not to fan girl all

over that stage but he was an incredible

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speaker and just a humble genuine person

So I had to tamp down being starstruck a

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little bit to to get through that one So

that is a highlight for me And my parents

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got to sit front row for that one and

meet him after So for me that's just an

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absolute core memory We took a family

phone It looks like we could have used

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it For the family Christmas card and I'm

regretting that we didn't for that one

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Ryan: You still can.

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Shannon Rosic: I'm like who needs to know

if that was last year exactly It's just

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a really good picture too Mike McDaniel

was certainly a highlight for me like you

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said the former coach of Miami Dolphins we

were actually his first speaking gig ever

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And he was exactly like how he is at press

conferences What is what you get But I'm

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hoping that maybe we weren't a distraction

considering how unfortunately that all

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turned out for him in this last season but

I would say within the industry My what

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I call og FinTech founders have always

been some of my favorite interviews So

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the likes of Brian McLaughlin of Redtail

and now he just launched Machi Aaron

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Klein of Riskalyze turned nitrogen and

now he's the founder of coneo Eric Clark

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former CEO of Orion And just getting to

hear from the founders who are building

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the tools that have always have just been

a highlight for me and these are folks

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that are just constant entrepreneurs and

continuous builders Now that they've all

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built launch sold and now they're onto

their second iterations it's just fun to

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see that evolution and see those folks

stay within the industry and just continue

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to build to help to help folks And I

would say my other memorable interviews

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are probably from my Gadget Girl days

that investment news where I would dress

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up in Purple trench coat in Fedora think

Carmen San Diego meets Inspector Gadget

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And I would get under the hood with these

wealth tech firms and try to explain it

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in these campy educational fun ways I

did crazy things like rent taco trucks

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to describe data aggregation or Scale

red Rocks talk about annuities whatever

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creative concept I could come up with like

that was such a highlight for me because

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no one else was doing that And I anyone

that knows me knows I love to be creative

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So if you give me that rope to run with

it I will take it as far as I possibly can

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Ryan: I love it.

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I think you should go back, take

clips of those and like kind of

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like what, where, where you were and

where you are now over the years.

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That would be.

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Shannon Rosic: Grandma now Not

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Ryan: yeah,

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Shannon Rosic: We could

show her evolution too

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Ryan: I love it.

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I completely agree with, it's so

much fun talking and picking the

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brains of some of the, like you

said, the visionaries of this space.

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For me, I talk more with the, on

the investment management side,

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but some of the brightest minds and

investment management, very rarely

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do other people get that opportunity.

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And you just love it.

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And just, like I said,

just sit there and listen

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Shannon Rosic: There's a reason why

we have two ears in one mouth right

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Ryan: Yeah, exactly.

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Listening's.

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Very important.

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From what I've been told,

listening is very important.

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You know, going back to

conferences, it's evolved.

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The whole conference scene so

much before, again, aging myself.

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When I started 20 years ago, this is

how I really got started with Zephyr.

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Zephyr used to do a client, a user

conference up in Tahoe, and I was a user.

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I went to their client conference

and it was, it was a party.

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It was a party.

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It was afterwards, I was sitting on

the shores of the Lake, lake Tahoe.

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I'd never been there.

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I called my dad.

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I was like, dad, lake Tahoe's amazing.

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This place, this company,

it's start up so much fun.

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Maybe someday I'll work

there and live in Lake Tahoe.

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Well, about 15 years

later, yeah, there I am.

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But now it's like Edge and all

these other con, they are events.

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They're events.

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Three days jam packed,

the content and stuff.

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Can you tell us a little bit

more about that evolution?

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Shannon Rosic: Absolutely like you

said conferences have certainly changed

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dramatically over the last decade alone

and especially when we all had to pivot

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back in the COVID days when virtual and

then people were just clamoring to be

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back in person And historically like

you said most Conferences were either

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user conferences investor conferences

you sat in the ballroom listened to

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some presentations maybe you picked

up a tote bag and went home with a

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few slides like That's where kind of

it it all is the basis around around

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that but today the reality is that

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Shannon Rosic Informa Connect:

advisors or conference attendees they

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can get information anywhere whether it's

podcasts webinars LinkedIn newsletters

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information is abundant in today's

day and age Naturally conferences had

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to evolve from information delivery

really to experience and connection

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Shannon Rosic: And and this is just my

opinion but the best events now focus

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I would say on three things First being

community and we try to highlight that

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extensively with edge because the end

of the day advisors want to meet other

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advisors who are solving similar problems

They want to hear from the visionaries

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within this space They want to have

that peer-to-peer connection look around

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the room and say okay phew I'm not

the only one dealing with this let's

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hear from my peers about what they're

doing to solve for these challenges So

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I think community's number one I would

say really that hands-on learning Again

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it's not while slides are great it's

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Ryan: Yeah.

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Shannon Rosic: about that anymore It's

the demos it's the workshops it's the

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small group discussions It's the closed

door discussions It's the think tanks and

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now you're seeing conferences even push

things like especially around ai advisors

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are looking for education around this and

it's as basic as learn teaching them how

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to prompt So you're starting to see a lot

more of that hands-on learning which I'm

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very encouraged by because that's what

folks want If you're gonna step outta

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the office take time out of your day you

want to have That time space to be able

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to actually focus on those things that

you want to do and not just have to have

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information spewed at you so I think the

hands-on learning is another part And then

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third maybe this is I think it's important

but I would say it's really around

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serendipity because Some of the most

valuable moments at conferences they're

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happening in the hallways or over coffee

or at that cocktail hour when people

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share what's actually working inside their

firms they're willing to be a bit more

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open and candid in those kind of I it's

funny I'm stealing this term recently

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from The nitrogen Fearless Investing Con

conference but those catalyst moments

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right So you can't have those unless you

are in person creating that experience for

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people So I think that's really the shift

the conferences while content is extremely

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important it's not just about that anymore

It's about creating the environments where

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ideas just move faster between people

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Ryan: Yeah, Shannon, that's fantastic.

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I love that you brought up too,

and I, I haven't thought about

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this before, conferences before.

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That's where you got your information.

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That's where you now like if I'm want to.

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Get thoughts of Michael Kitche.

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I just go on his podcast,

listen to his podcast, right?

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So you gotta make conferences,

you know, more than just content.

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'cause content now is

driving the industry.

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So it's interesting you brought that up

and, and I completely agree with you.

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Most people, I'm from Wisconsin.

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I like my beer, I like my cocktail.

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Cocktail hours are fantastic, right?

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That's where I, you know,

meet most of the people.

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Shannon Rosic: yeah

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Ryan: Everyone's open ideas and like

you said, at lunch or at co you know,

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getting a cup of coffee content.

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The sessions are great, but that's really

where you can meet people and just learn

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what your, what your peers are doing.

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Shannon Rosic: Exactly

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Ryan: So, all right.

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You know, we, there's a lot of things

that, like you said, financial advisors,

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they have to wear many different hats.

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And right now there's all, you know,

the crisis, everything going on

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in the investment management space

and markets, and, and we know more,

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you know, more than anything that.

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Financial advisors, they are.

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It's all about communication

with their clients.

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You know, very rarely do clients.

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There's studies out there.

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Very rarely do their clients

leave a financial advisor

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because of underperformance.

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It's all about communication.

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So when communication is so

important, what do you tell advisors?

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That, you know, they're really busy.

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They don't have time to

go to a conference maybe.

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'cause they have to

communicate with clients.

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They have to stay in touch with clients.

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What do you tell them when there's

that uncertainty and communication

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is so important to take away.

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Take time away from that

and go to a conference.

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Shannon Rosic: Are things

volatile Again I didn't know

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Ryan: Shannon, I know you're in Colorado.

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You, where are you?

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Yeah.

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Shannon Rosic: No e even outside

of the bubble in all seriousness

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especially in uncertain markets I think

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Shannon Rosic Informa Connect:

conference has become even more valuable

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because when markets are volatile or

things are going on advisors are having

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more conversations like you said more

planning discussions making more of those

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strategic decisions but being able to

step away for a few days and hear how

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other firms are navigating those same

challenges I think is incredibly valuable

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because conferences also provide context

when you're inside of your own firm's

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day to day it's so easy to get that

tunnel vision But I would argue that

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events help advisors zoom out and see

the broader trends across the industry

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Shannon Rosic: and then obviously me

speaking directly just to the technology

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piece with WealthTech evolving so

quickly right now they need that time

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and heads Base to see the solutions in

person Ask those questions hear who other

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firms are using them and accelerate the

ways that they can help their clients

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Ultimately that online research just

simply can't replicate and so I think

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it's advisors realize that there's

a lot of value in that Peer learning

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just having that perspective outside

of the daily operations and just having

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that live exposure Again we're very

much a relationship based business and

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so people are going to naturally seek

that out especially as we live in this

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digital day and age People are clamoring

for that in person I think just more

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than ever So a lot of them get that

and look like advisors are just gonna

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learn faster from other advisors and

peers than any white paper or anything

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like that And I would make the argument

that while markets certainly move

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daily business strategy moves slower

And so conferences really help you

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think about the long game if you will

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Ryan: Yeah, no, that's a great point.

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And well, communication's important.

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It's also important to get out and learn

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You know, stay on top of other things

going on other than just the stock market.

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Because as we know, when I started

Shannon, it was all about stock market.

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Now it's financial planning

and there's so much more on

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the plate of financial advisor.

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So

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Shannon Rosic: having to pivot right to to

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Ryan: yeah.

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Shannon Rosic: value because in the advent

of things like chat GPT and Claude and

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Gemini a lot of clients are showing up

with AI based opinions And so advisors are

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having to pivot to say this is where I can

bring value I will Co coach you through

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these difficult times I will truly listen

to you and create a holistic plan for your

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life essentially And so you're you've seen

this shift now from just product pushing

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or sticking you in a certain model running

the Monte Carlo simulation it's gone way

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beyond that And the advisors that that

get it are already pivoting to be able to

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Ryan: Yeah.

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Shannon Rosic: value to each

meeting in each client conversation

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Ryan: Yeah, for sure.

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So those advisors or the attendees who

do go, or maybe they're on the fence

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at going, can you provide some tips to

the attendees on ways to get the most

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value out of attending conferences,

especially those that say, well.

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I can get information on the internet

reader white paper or podcast.

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How can they get the most value

out of attending conferences?

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Shannon Rosic: Oh come on Edge

is just fun No I would say that

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Shannon Rosic Informa Connect:

if you're on the fence and what you

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can expect from Edge I would say Edge

has really grown into one of the most

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comprehensive gatherings in the wealth

management ecosystem It's truly a choose

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your own adventure when it comes down

to it When you can pick and choose the

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content you would like to absorb and be

part of it's It's really meant to give

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you the full picture and a pulse of what's

happening on our space because we cover

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the technology side of things practice

management as well as the investment

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strategy side of things So again it's one

of the few events out there that solely

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focus on the pulse of wealth management

and I think what really makes it Unique

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is that it brings together advisors

and the asset managers the wealth tech

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companies the industry leaders visionaries

and innovators all into one place And

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we really pride ourselves on the caliber

of folks that come to this event while

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a is a great baseline and we certainly

target the $500 million plus firms The

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majority of the C-suite is coming which

is incredible So CEO to CTO CMOs co any

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C-suite tile you can think of they are

going to be at edge and that and I think

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it's that cross section that creates

just those incredibly dynamic situations

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and conversations And like I said from a

programming perspective focused heavily

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on the future and growth of the advisory

business So that's what makes Edge a

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little bit different too is that all of

our content and all of our experiences

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really ladder up to that theme of growth

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Shannon Rosic: cause as we all know

the organic growth numbers have

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We hovered around that two 3 It's

pretty abysmal So everyone is not no

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pun intended maybe a little bit but

everyone's looking for that edge right

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to be able to increase that growth and

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Shannon Rosic Informa Connect:

we also design the event to be immersive

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right There's curated meetups We have

the demo drop we do tech tours We have

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Think tanks innovation showcases heck we

have kayaking golfing parties So you can

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really have whatever experience that you

want but you're ultimately gonna have

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access to everybody that's there So even

if you're a next gen advisor we have

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mentor mentee speed dating and that's

always a that's always like fun for me to

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really help Bring up the next generation

and they have access to these folks who

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have been doing this for 20 30 40 years

whatever it may be and have access to

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those firms that are doing it right

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Shannon Rosic: So that's something

that I love is we're giving folks that

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opportunity to just interact Daily with

folks whether it's the people building the

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tools or running an incredibly successful

advisory firm and plus the Boca Raton

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I'm surprised they even let people like

me in there Like it's such a beautiful

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venue and honestly the Lazy River should

just be a selling point in of itself

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Ryan: Shannon to that point.

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Last year when we were there,

I walked in and I'm surprised

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I almost had to walk back out.

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I was like, whoa, this is.

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Shannon Rosic: you sure

I'm supposed to be here

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Ryan: Yes, exactly.

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It's like, I'm not quite sure.

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I don't think I've ever been

in a place like that before.

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And but it was fantastic.

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And man, that's probably the only,

and this time is probably gonna be

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the only times I ever get a chance

to go, so I'm gonna enjoy it.

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Shannon Rosic: this year then because

you'll catch me on the last day for

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sure in the Lazy River That's what we

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Ryan: Nice.

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Shannon Rosic: was done

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Ryan: Then relaxing.

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Shannon Rosic: to get a few

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Ryan: Yes.

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I, I completely agree.

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And about your, the diversity

of just content and events at

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Edge and all the activities.

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I'm really looking forward to the private

market summit, which is on the first date.

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But with that being said, Shannon,

I have a really hard time when I go

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through the agenda and see all the,

you know, different paths that you can

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take, trying to figure out which one.

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Shannon Rosic: I know

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Ryan: It was like, oh my

gosh, that that session sounds

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amazing, that one, that speaker.

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But it's a good problem to

have for for an attendee.

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Shannon Rosic Informa Connect:

It is And look I think the biggest mistake

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people make at conferences is trying

to attend everything I would recommend

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approaching conferences strategically

if you can before events review the

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agenda identify the sessions that are

most relevant to your business Look

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at the attendee list and the app Reach

out to people you'd like to meet ahead

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of time And then during the conference

Focus on those quality conversations

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rather than quantity a few meaningful

discussions can be far more valuable

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than just attending every session

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Shannon Rosic: and trying to

basically turn your brain to a

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jelly donut and just pump it full

of information and then look after

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Shannon Rosic Informa Connect:

the event follow up because that's

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where relationships turn into those

opportunities I'd say plan ahead

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Prioritize those meaning con meaningful

conversations and follow up Like the

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real ROI of a conference I believe

happens after you leave because it's

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what you do post event that is either

gonna help you drive your business

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forward make a great connection that

eventually hey that's a technology I

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hadn't looked at and now it's I'm gonna

implement in my business So there's so

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much that comes out of the follow up

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Shannon Rosic: It just takes

a little bit of effort That's

401

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Ryan: Yeah.

402

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Yeah, but it pays off.

403

00:23:26,015 --> 00:23:26,955

It's, it's worth the effort.

404

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Worth the effort.

405

00:23:29,000 --> 00:23:33,080

Let's take a step back and broader

picture of the wealth management space,

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like you talked to so many people in

this space, especially on the technology

407

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side and at the C level of folks.

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What are some of the hottest trends

impacting wealth management today?

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Shannon Rosic: Gosh without sounding

like a broken record I obviously have

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to mention AI because we are officially

moving from I would say AI curious to AI

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implementation and advisors are asking

where can it save me time How does it

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improve my client meetings Where can

I where's the low hanging fruit that I

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00:24:01,787 --> 00:24:04,852

can at least start dabbling if I'm not

fully comforted Through bull with all the

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solutions out there I should at least be

dabbling with it so that's certainly one

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I would say advisor efficiency Obviously

firms are trying to remove frictions

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around the advisor workflow so you know

you've seen the explosion of AI note

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takers who are actually all now Pivoting

to become these various workflow layers to

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integrate seamlessly with other solutions

So you're seeing a lot of that So between

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the automated notes the meeting prep the

compliance automation efficiency just

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continues to be a huge trend within the

space And then I would say Personalization

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at scale I've probably said that phrase

at nauseum at this point but it is very

422

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important because clients continue to

expect advice that feels custom even

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if that firm is serving hundreds of

households and clients and technology

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is ultimately making that possible So

the firms that Win will be the ones that

425

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are that combine great advice with great

technology infrastructure which ladders

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up to everything that I was just saying

around the advisor experience We it's

427

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great that our industry is pivoted to put

the client at the center of everything

428

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but there that real bottleneck is often

the advisor experience because if the

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advisor has to spend hours on admin work

and fight clunky software the swivel

430

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chair impact and all it has all these

disparate disconnected systems The

431

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client experience suffers So what firms

are realizing like if you make advisors

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more efficient and happier that client

experience just improves automatically

433

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outside of all the tech side of things

in ai though I think there's probably

434

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a couple that aren't being talked about

enough even at a strategic level And for

435

00:25:43,937 --> 00:25:49,872

me One thing right now that I'm watching

is this rise of hyper-personalization

436

00:25:49,932 --> 00:25:54,702

among advisors And look for a long time

our industry was built around the idea

437

00:25:54,702 --> 00:25:59,892

of being a generalist financial advisor

who served a broad group of clients But

438

00:25:59,892 --> 00:26:05,052

today what folks are realizing is that are

building incredibly successful businesses

439

00:26:05,052 --> 00:26:10,012

by focusing on a very specific niche

So whether it's Entrepreneurs medical

440

00:26:10,012 --> 00:26:13,522

professionals tech exec whatever it may

be professional athletes special needs

441

00:26:13,522 --> 00:26:18,982

families The more specialized an advisor

becomes the deeper their expertise and

442

00:26:18,982 --> 00:26:23,692

more valuable their advice becomes So

technology is making it easier because it

443

00:26:23,692 --> 00:26:27,922

allows advisors to scale their processes

with their needs So I think that's a

444

00:26:27,922 --> 00:26:33,492

very exciting area that I know I'm gonna

be watching outside of all the AI noise

445

00:26:35,040 --> 00:26:35,940

Ryan: Shannon, that's great.

446

00:26:35,940 --> 00:26:36,205

I'm glad.

447

00:26:37,285 --> 00:26:38,575

Gotta touch on ai.

448

00:26:38,725 --> 00:26:39,895

You're exactly right.

449

00:26:39,895 --> 00:26:44,575

But I love that you brought up some

other aspects that are outside of ai.

450

00:26:44,605 --> 00:26:49,405

Isn't it crazy, like a year ago we, you

know, we could have had this conversation,

451

00:26:49,405 --> 00:26:52,285

like you said, it could have been

talking about how financial advisors,

452

00:26:52,285 --> 00:26:55,315

they know AI is gonna be powerful.

453

00:26:55,465 --> 00:26:58,555

They just didn't know

how to like use it yet.

454

00:26:58,885 --> 00:27:01,745

A year later, now all of

a sudden they're using it.

455

00:27:01,932 --> 00:27:04,932

Not, like you said, it's not

about curiosity now it's like now

456

00:27:04,932 --> 00:27:06,222

they can actually implement it.

457

00:27:06,492 --> 00:27:08,202

Just how quickly it's evolving.

458

00:27:08,592 --> 00:27:09,282

It's amazing.

459

00:27:09,419 --> 00:27:12,179

Shannon Rosic: It's incredible and one

of my favorite things I get to do is I

460

00:27:12,179 --> 00:27:16,229

host with John O'Connell the Oasis Group

These CTO think tanks at all of our

461

00:27:16,229 --> 00:27:21,299

events too And we'll certainly be having

one at edge in in June get together 12

462

00:27:21,299 --> 00:27:26,189

to 15 CTOs of billion dollar plus firms

to talk about digital transformation So

463

00:27:26,189 --> 00:27:31,709

just the conversations from two years

ago to what it is now and hearing how

464

00:27:31,709 --> 00:27:37,029

firms are doing things like implementing

agentic AI agents They're building digital

465

00:27:37,029 --> 00:27:42,309

workforces They're hyperfocused on things

like cybersecurity and compliance That is

466

00:27:42,309 --> 00:27:45,459

a very different conversation than what

we were having a few years ago really

467

00:27:45,459 --> 00:27:50,109

around things like integration and systems

talking to each other They have also had

468

00:27:50,109 --> 00:27:54,969

to pivot their entire business strategies

to keep up with this and deliver what

469

00:27:54,969 --> 00:27:58,539

advisors need and obviously what clients

need so they can continue to serve work

470

00:27:58,559 --> 00:28:02,799

Clients So it's it's still very much

like the wild west out there when it

471

00:28:02,799 --> 00:28:07,329

comes to ai but it's exciting to see the

firms who are actually just grabbing the

472

00:28:07,329 --> 00:28:10,989

bull by the horns and saying yep we're

gonna implement this We see the value in

473

00:28:10,989 --> 00:28:14,429

it and here's how we're gonna implement

this when in our firm So that's just one

474

00:28:14,909 --> 00:28:18,689

aspect that I love to dive into and nerd

out on is with the CTOs and because their

475

00:28:18,689 --> 00:28:23,039

roles have changed too and are just more

important than ever within advisory firms

476

00:28:24,107 --> 00:28:25,457

Ryan: Yeah, you're exactly correct.

477

00:28:25,457 --> 00:28:30,077

And it just, if, if you're not gonna

embrace ai, you're trying to fight it,

478

00:28:30,077 --> 00:28:32,027

you're gonna be left behind, right?

479

00:28:32,027 --> 00:28:33,707

So you should probably, you know, start.

480

00:28:34,374 --> 00:28:34,664

Shannon Rosic: Yeah

481

00:28:35,102 --> 00:28:37,292

Ryan: forward to it and, and embracing it.

482

00:28:37,532 --> 00:28:38,072

I love that.

483

00:28:38,072 --> 00:28:40,412

Lastly too, that you

brought up personalization.

484

00:28:40,412 --> 00:28:44,072

That's what we see a lot in Zephyr with

separately managed accounts, the growth in

485

00:28:44,072 --> 00:28:48,812

separately managed accounts, because it's

not just a younger generation of investors

486

00:28:48,812 --> 00:28:50,432

that want a personalized approach.

487

00:28:50,432 --> 00:28:56,822

It's older ones to, they want, and we know

this industry is as competitive as ever.

488

00:28:57,452 --> 00:29:01,382

Wealth management, financial advisors,

they gotta distinguish their practice

489

00:29:01,382 --> 00:29:06,002

and offering that personalized approach,

like you said, whether it's, you know,

490

00:29:06,062 --> 00:29:12,092

focusing on a niche group of people or

just a personalized investment strategy

491

00:29:12,092 --> 00:29:16,352

or report, it's so important and something

that I'm really glad you brought up.

492

00:29:16,664 --> 00:29:20,114

Shannon Rosic: Oh yeah And it's all

driven by the by consumer tech right

493

00:29:20,114 --> 00:29:24,524

It's all driven by Netflix and Amazon and

that's what folks expect So why should

494

00:29:24,524 --> 00:29:28,754

that be any different in our industry

So to me it's really exciting because

495

00:29:28,754 --> 00:29:33,164

it continuously forces firms to have

to level up It forces the technology

496

00:29:33,464 --> 00:29:37,849

folks to constantly have to innovate

And then the advisors Implement it

497

00:29:37,849 --> 00:29:41,359

and their the firm's implemented it's

moving fast and I think that's what's

498

00:29:41,359 --> 00:29:44,929

exciting but also certainly a little

scary I think there's a lot of cautious

499

00:29:44,959 --> 00:29:47,329

optimism within our space right now

500

00:29:48,047 --> 00:29:48,437

Ryan: Yes.

501

00:29:49,457 --> 00:29:49,817

Wow.

502

00:29:49,817 --> 00:29:52,097

Shannon, thank you so much.

503

00:29:52,127 --> 00:29:53,987

It was such a fun conversation.

504

00:29:54,047 --> 00:29:59,017

I really enjoyed it, the insight, the

fun stories really good conversation.

505

00:29:59,017 --> 00:30:04,377

Now, after this, you can critique me,

send me everything that you know you want.

506

00:30:04,519 --> 00:30:04,639

Shannon Rosic: is

507

00:30:04,707 --> 00:30:05,007

Ryan: Be nice.

508

00:30:05,599 --> 00:30:09,259

Shannon Rosic: So I give anyone who does

this I give a lot of credit to because

509

00:30:09,259 --> 00:30:13,699

even with podcasting for me too it's that

was very much a learned skill that I'm

510

00:30:13,699 --> 00:30:17,439

still learning after even after three

years in I come from the video world so

511

00:30:17,439 --> 00:30:21,039

I'd always have my two three questions

in my head and now pivoting to things

512

00:30:21,039 --> 00:30:24,429

like podcasting I'm like oh this is

long form conversation This is a whole

513

00:30:24,437 --> 00:30:24,677

Ryan: yeah.

514

00:30:24,819 --> 00:30:25,239

Shannon Rosic: game

515

00:30:25,672 --> 00:30:27,317

Ryan: A 30 minute conversation.

516

00:30:27,317 --> 00:30:30,317

Some people are like, Ryan, it's so

hard to talk to you for a minute.

517

00:30:30,587 --> 00:30:33,857

And it was like, how do you carry

on a conversation for 30 minutes?

518

00:30:35,649 --> 00:30:37,089

Shannon Rosic: Because you

asked the good questions

519

00:30:37,217 --> 00:30:37,697

Ryan: Yeah.

520

00:30:37,779 --> 00:30:38,229

Shannon Rosic: easy

521

00:30:38,972 --> 00:30:39,242

Ryan: There.

522

00:30:40,202 --> 00:30:40,532

Awesome.

523

00:30:40,532 --> 00:30:42,092

Shannon, thank you so much.

524

00:30:42,192 --> 00:30:45,972

I'm gonna let you get back to your

busy schedule flying jet setting

525

00:30:45,972 --> 00:30:50,202

across the country, attending the

conferences and all that stuff.

526

00:30:50,712 --> 00:30:51,552

Thank you so much.

527

00:30:51,552 --> 00:30:52,242

It's been an honor.

528

00:30:52,242 --> 00:30:55,092

Where can our audience get more

information about Wealth Management

529

00:30:55,092 --> 00:30:58,122

Edge and also the Wealth Stack Podcast?

530

00:30:58,354 --> 00:31:01,624

Shannon Rosic: Awesome thank you again

Ryan for asking the good questions this

531

00:31:01,624 --> 00:31:05,024

is a lot of fun so I appreciate you

having me on And we hope to see you

532

00:31:05,024 --> 00:31:09,074

all at Wealth Management Edge June 9th

through the 11th at the Boca Raton And

533

00:31:09,074 --> 00:31:11,774

folks can learn more about if you just

Google Wealth Management Edge it'll be

534

00:31:11,774 --> 00:31:17,049

the first thing that pops up so check out

the event Site And if you're interested

535

00:31:17,079 --> 00:31:20,319

in obviously the technology side of the

industry you can check out the Wells

536

00:31:20,319 --> 00:31:22,739

Stack podcast on wealth management.com

537

00:31:22,739 --> 00:31:27,929

It's on all major podcasting platforms and

on YouTube as well So certainly appreciate

538

00:31:27,929 --> 00:31:31,829

the listens and for tuning in And again

if people have feedback for me I would

539

00:31:31,829 --> 00:31:34,529

love to know So wealth management.com

540

00:31:34,769 --> 00:31:37,469

you can pretty much find everything

there and then just Google Wealth

541

00:31:37,469 --> 00:31:41,459

Management Edge you'll be able to find

it So Ryan again thanks for having me

542

00:31:41,509 --> 00:31:44,384

it's always fun just to Take a step

back and talk about where the industry

543

00:31:44,384 --> 00:31:45,914

is heading and talk shop with you

544

00:31:46,932 --> 00:31:48,372

Ryan: On the other side, that microphone.

545

00:31:49,184 --> 00:31:49,874

Shannon Rosic: Exactly

546

00:31:51,072 --> 00:31:51,792

Ryan: Awesome, Shannon.

547

00:31:51,792 --> 00:31:54,522

Well, I look forward to seeing

you in June and everyone else

548

00:31:54,522 --> 00:31:56,592

at Wealth Management Edge also.

549

00:31:56,592 --> 00:31:59,112

And thank you everyone for

listening to this episode of

550

00:31:59,112 --> 00:32:01,302

zephyr's Adjusted for Risk podcast.

551

00:32:01,302 --> 00:32:05,262

You can watch all of our other episodes

on the Zephyr YouTube channel and Spotify.

552

00:32:05,532 --> 00:32:09,342

Also, please be sure to subscribe

and follow us on LinkedIn.

553

00:32:09,702 --> 00:32:12,042

Thank you very much and have

a great rest of your week.