A Conversation with Shannon Rosic: Trends Shaping Wealth Management
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.