The future of the wealth management industry lies in the ability to combine technology with the human touch. AI and data analytics provide better insights, but human connection will always be essential.

In this episode of Connected, we talk with Shannon Rosic, Director of WealthStack Content and Solutions for Informa. A pony savant and fintech ambassador, Shannon shares her six rules for building connections.

We then dive into big themes in the wealth management industry. Shannon emphasizes the need for personalization and the shift in the role of advisors from focusing on retirement to helping clients navigate the decumulation phase and the importance of data and AI in the industry. She encourages advisors to think outside the box and find ways to stand out.

Finally, Shannon discusses her involvement with the Leukemia and Lymphoma Society. She shares the connection she has to the cause and the challenges and rewards of fundraising.


Join us as we discuss:

[01:03] – Shannon’s profile as an entrepreneur and how she fits into the wealth management industry.
[02:43] – The six rules to building better connections.
[08:35] – Shannon’s love for horses and its relation to human connection.
[17:00] – Big themes in the wealth management industry today.
[26:35] – The gadget girl story.
[30:26] – How people can better think outside the box.
[37:24] – Shannon’s involvement with the Leukemia and Lymphoma Society.
[40:41] – Shannon’s favorite sports team.
[44:41] – Ways to connect with Shannon.


Key Takeaways

  • Building connections is crucial in the finance industry and can be achieved through remembering names, finding common ground, active listening, asking questions, minding body language, and reserving judgment.
  • The wealth management industry is experiencing constant changes in the tech stack and digitization of client experience.
  • Advisors need to shift their focus from retirement to helping clients navigate the decumulation phase and address the challenges of increased longevity and financial care.
  • Data and AI are becoming increasingly important in the industry.
  • Authenticity and consistency are keys in branding and marketing.


“Building rapport is critical because it’s based on trust. It’s how humans connect. It develops out of meaningful conversations and a willingness to embrace different points of view.” ~ Shannon Rosic

“The role of the advisor is no longer about getting people to retirement, it’s about getting them through retirement.” ~ Shannon Rosic

“The winners are going to be the ones that lean into human connection but leverage AI and technology to make themselves and their practices better.” ~ Shannon Rosic



Shannon Rosic on LinkedIn
Shannon Rosic on Twitter
WealthStack | Wealthtech Event
Ron Bullis
FMG Suite
Flyer Financial Technologies
Wealth Management | Morgan Stanley
Matt Ackermann
Mark Bruno
Leukemia & Lymphoma Society
New York Rangers
Kansas City Chiefs
Alex Smith
Patrick Mahomes
The WealthStack Podcast
Wealth Management


Connect with our hosts
Kyle on LinkedIn
Jud on LinkedIn


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