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
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.
By: Shannon Rosic
InterVal's Trevor Greenway details how wealth managers can act as the “quarterback” for business owners through the innovative use of technology.
By: Shannon Rosic
Testimonial IQ's co-founder and CEO explains why financial advisors should care about Google reviews, the role of compliance and more.
By: Shannon Rosic
Kyle Wiggs, CEO of UX Wealth Partners, discusses the evolving role of TAMPs in wealth management.
At RIA Edge West, Charles Schwab and WealthManagement.com hosted the Female Advisor Breakfast to discuss the challenges and career transition issues women face in a traditionally male-dominated industry.
By: Shannon Rosic
Farther co-founders Taylor Matthews and Brad Genser detail their plans for $72 million in Series C funding.
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