The Evolution of Fintech & AI for Financial Advisors with Shannon Rosic

Not a tech-specific podcast, so not adding to the Classroom, but wanted to include this episode in the story.

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Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind.

That’s why I’m sitting down with Shannon Rosic, Director of WealthStack Content & Solutions at Informa, to talk about the cutting-edge advancements that are reshaping the financial services industry.

Shannon has spent over a decade at the forefront of fintech, helping firms navigate digital media, AI-driven solutions, and the evolving wealth tech landscape. Known by many as “Gadget Girl” for her creative and engaging approach to fintech storytelling, she’s the go-to expert on helping firms harness technology to scale efficiently—without sacrificing the human touch.

In this episode, we dig into the future of AI in wealth management, how advisors can future-proof their business, and why the build vs. buy debate is more critical than ever. Plus, Shannon shares her take on the biggest tech trends advisors need to embrace now to stay ahead of the game.

Get access to the show notes, transcript, and links to all the resources mentioned for this episode by visiting https://bradleyjohnson.com/105

#financialadvisor #ai #fintech #entrepreneur

KEY TAKEAWAYS:

00:00 Intro to Shannon Rosic

1:30 How Fintech is Evolving—Are You Keeping Up?

7:10 Build vs. Buy: Which Tech Strategy Wins?

10:29 Why More RIAs Are Investing in CTOs

11:51 The Future of CRM & AI-Driven Workflows

15:50 The Hidden Dangers of AI & Data Privacy in Finance

27:55 AI-Proofing Your Firm

31:09 The Must-Have Features of a Client Portal

37:04 The True Meaning of Fiduciary Advice