Exceptionally talented and motivated marketing specialist with a decade of relevant and proven experience creating effective B2B digital content campaigns, as well as extensive experience in video production, podcasting, project management, social media, and event planning.  Outside of work, you’ll find me barrel racing at local rodeos, hiking with my 3 dogs, and skiing.

🚨 I am packing beads, boas, and a borderline irresponsible amount of AI hot takes 🚨

T3 Technology Tools for Today is almost here and I am officially entering my AI University emcee era in New Orleans.

Next week, I’ll be on stage wrangling the brightest minds in wealthtech as we break down what AI actually means for advisors. Not the “look what ChatGPT wrote for me” version. The real stuff. Agentic workflows. Smarter client meetings. Operational efficiency. What to automate. What not to. And how to avoid turning your tech stack into a haunted house of half-implemented tools.

And because I cannot sit still and only do one thing, I will also be filming WMTV video interviews onsite. Founders, CTOs, growth leaders, advisors experimenting with AI, if you have something interesting to say about how AI is reshaping wealth management, let’s talk! 

Now let’s address the elephant in the conference hall.

AI can draft emails.
AI can summarize meetings.
AI can build workflows.

But one thing AI cannot replace is my love for garb and dressing up. (Hello Gadget Girl days). T3 next week is going to be electric. Big ideas. Real conversations. No fluff. A little flair. And be sure to ask Joel Bruckenstein how he got his beads 😉 

Watch the video for more details and a good laugh!
Impact Communications, Inc. - Marketing & PR, Marie Swift, Jonny Swift, Beth Rubinoff

Shannon Rosic

Exceptionally talented and motivated marketing specialist with 8+ years of relevant and proven experience creating effective B2B digital content campaigns, as well as extensive experience in video production, podcasting, project management, social media, and event planning.  Outside of work, you’ll find me barrel racing at local rodeos, hiking with my 2 dogs, and skiing.

B2B fintech marketer, content producer, and on-camera host with a passion for storytelling.

🚨 Next episode loading... 🚨 

For the next episode of The WealthStack Podcast, I’m sitting down with Dan Zitting, CEO of Nitrogen, fresh off their Fearless Investing Summit, to talk about something every advisor is thinking about but not always saying out loud:

👉 How do you actually show value in client meetings?

We’re unpacking what advisors are getting right, where meetings still fall flat, and how preparation, confidence, and smarter workflows (yes, AI included) can turn every client conversation into a trust-building moment.

Drop your questions below and I’ll bring them into our Ask Us Anything segment. We're filming Monday, March 2!

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