Director of WealthStack Content & Solutions
Shannon Rosic is the Director of WealthStack Content & Solutions and host of the WealthStack podcast. With a background in finance and a passion for technology, Shannon provides insights and interviews with industry experts on topics such as retirement planning, financial advisor empowerment, and the use of technology in the financial industry.
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Shannon's articles heavily feature expert commentary, particularly related to personal finance, business & industry, and sales & marketing. Therefore, she is likely interested in hearing from professionals who have first-hand experience or deep expertise in these areas.
Considering the themes covered by Shannon, experts with insights into financial planning best practices for next-generation advisors, technological advancements within the field of financial planning, and successful career journeys could capture her attention.
Given that there is no specific geographic focus mentioned for Shannon's articles, it may be beneficial to offer a global perspective on financial planning trends and innovations when reaching out to her.
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By: Shannon Rosic
T3 President Joel Bruckenstein discusses the transformative impact of technology on wealth management.
By: Shannon Rosic
Triad Wealth Partners' Sara Baker details the innovation and tailor client experiences high-growth firms use to differentiate in a 'sea of sameness.'
By: Shannon Rosic
Interaxis' Adam Blumberg shares how cryptocurrencies evolved as trillion-dollar disruptors.
By: Shannon Rosic
As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.
By: Shannon Rosic
LPL Financial prioritizes tech to aid advisors, focusing on AI and scaling in 2024.
By: Shannon Rosic
Integrated Partners President Andree Mohr details the benefits of having the right partner.
By: Shannon Rosic
AdviserCyber's Michael Cocanower details what the pending regulations mean for RIAs.
By: Shannon Rosic
PhilanthPro's Nicholas Palahnuk discusses how clients' growing interest in philanthropy demands a more integrated approach, where giving is strategically aligned with overall financial goals.
By: Shannon Rosic
Caribou's Christine Simone details how healthcare planning can differentiate advisors.
By: Shannon Rosic
Salesforce's Michelle Feinstein discusses the findings from the 2024 CTO Think Tank hosted at Wealth Management EDGE.
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