The WealthStack Podcast

The WealthStack Podcast: Elevating the Client Meeting with Dan Zitting

20 Mar 2026

Contributed by Lukas

Client meetings remain the heartbeat of the advisory relationship, but the expectations around them have never been higher. Advisors are under pressur...

The WealthStack Podcast: Rethinking Technology, AI and the Advisor Experience with Freedom Dumlao

06 Mar 2026

Contributed by Lukas

Technology in wealth management isn’t just changing, it’s colliding with reality. Advisors are expected to deliver deeply personalized experiences...

The WealthStack Podcast: Beyond the Model & Scaling Personalized Portfolios with Joshua Allen

20 Feb 2026

Contributed by Lukas

“Personalization” has become one of the most overused words in wealth management and one of the hardest promises to actually deliver. Clients want...

The WealthStack Podcast: Portfolio Personalization Without the Ops Headache with Wes Caywood

06 Feb 2026

Contributed by Lukas

As advisors race to deliver “personalized” portfolios at scale, a hard reality is setting in: most personalization is still just a model tweak wit...

The WealthStack Podcast: Tech Meets Behavioral Finance with Dr. Joshua Wilson

23 Jan 2026

Contributed by Lukas

As artificial intelligence-powered tools flood the market and marketing becomes faster, cheaper and easier to automate, advisors are discovering an un...

The WealthStack Podcast: Tech Meets Behavioral Finance with Dr. Joshua Wilson

23 Jan 2026

Contributed by Lukas

As artificial intelligence-powered tools flood the market and marketing becomes faster, cheaper and easier to automate, advisors are discovering an un...

From Franken-Stacks to AI Agents: The Annual WealthTech Outlook with Davis Janowski

12 Jan 2026

Contributed by Lukas

For three years running, the WealthStack season has officially started the same way: with an unfiltered wealthtech outlook conversation between Shanno...

The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts

19 Dec 2025

Contributed by Lukas

Technology promises speed and clarity, yet frustration keeps showing up instead. Many firms buy tools expecting instant results, only to find the real...

The WealthStack Podcast: CRM, AI, and the Future of Advisor Productivity with Michelle Feinstein

05 Dec 2025

Contributed by Lukas

Wealth firms are finally moving beyond “CRM as a Rolodex” and into a world where CRM, data and AI operate as the command center of the entire busi...

The WealthStack Podcast: Modern Philanthropy Reimagined with Sarah Angello

21 Nov 2025

Contributed by Lukas

When giving meets innovation, philanthropy transforms from a year-end transaction into a powerful force for ongoing impact. In this episode of The Wea...

The WealthStack Podcast: Why Consistency Is the New Scalability with JP Pattinson

07 Nov 2025

Contributed by Lukas

Wealth management is no longer powered by people using technology, it’s powered by firms built on it. As artificial intelligence, data and digital e...

The WealthStack Podcast: The Digital Experience Platform Playbook – Tom Fields on Client Communication That Converts

17 Oct 2025

Contributed by Lukas

Client expectations in wealth management have leapt ahead: investors want the same seamless, mobile, and personalized experience they get from Netflix...

The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke

03 Oct 2025

Contributed by Lukas

Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just ado...

The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki

19 Sep 2025

Contributed by Lukas

As AI shifts from novelty to necessity in wealth management, the real unlock isn’t shiny tools, it’s smarter planning. Advisors need technology th...

The WealthStack Podcast: The Strategy Behind Allworth’s 40+ AI Initiatives

05 Sep 2025

Contributed by Lukas

As artificial intelligence becomes table stakes, RIAs and enterprises alike are experimenting with tools to streamline workflows, improve client exper...

The WealthStack Podcast: Breaking Through Advisor Tech Paralysis with James Cantwell

22 Aug 2025

Contributed by Lukas

Decision paralysis is one of the biggest silent killers of RIA growth. With hundreds of tech tools, endless surveys and no clear roadmap, many firms f...

The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook

08 Aug 2025

Contributed by Lukas

What happens when an advisor leaves the safety net of a big broker-dealer to start fresh—and hand-pick every stitch of technology? For Jordan Ranisz...

The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence

25 Jul 2025

Contributed by Lukas

In an industry where personalization and scale are often at odds, AI-powered meeting assistants are becoming a cornerstone of the modern advisor’s t...

The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain

11 Jul 2025

Contributed by Lukas

Advisors are drowning in meeting prep, notes and follow-ups—but what if artificial intelligence could give them those hours back and make their advi...

Unlocking Private Markets: How AssetMark Is Redefining Advisor Opportunity with Michael Kim

27 Jun 2025

Contributed by Lukas

Private markets are no longer just for the ultra-wealthy. In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is bett...

The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish

13 Jun 2025

Contributed by Lukas

Clients expect personalized portfolios and proposals. So, what if you could ditch cookie-cutter models and deliver truly personalized portfolios, at s...

The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle

23 May 2025

Contributed by Lukas

What if your clients could actually see how every dollar of their wealth supports their life goals, without relying on a Monte Carlo simulation or gen...

The WealthStack Podcast: Bridging Advisors and Elder Care with Lauren Clough

09 May 2025

Contributed by Lukas

As clients demand more holistic and human-centered planning experiences, financial advisors are increasingly being asked to support aging-related deci...

The WealthStack Podcast: Leveraging Forms Automation to Boost Client Experience with Rich Walker

17 Apr 2025

Contributed by Lukas

As financial technology continues to evolve, one key area of change is the automation of routine tasks. For wealth management professionals, forms aut...

The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert

04 Apr 2025

Contributed by Lukas

The rise of AI is creating a pivotal shift in wealth management—streamlining operations, enhancing client engagement, and helping advisors scale. Wh...

The WealthStack Podcast: The Independent Advisor Boom and the Tech Shaping Their Future with Vickie Lewin

21 Mar 2025

Contributed by Lukas

What exactly does it take to ride the wave of independence in wealth management, and how can technology ease the transition? The breakaway movement is...

The WealthStack Podcast: How RIAs Can Leverage Alternative Investments with Saira Rahman

07 Mar 2025

Contributed by Lukas

The landscape of wealth management is shifting, and alternative investments are emerging as a powerful tool for RIAs looking to drive organic growth a...

The WealthStack Podcast: The Next Era of Personalized Wealth Solutions with David Crow

21 Feb 2025

Contributed by Lukas

The future of wealth management isn’t just about managing portfolios—it’s about leveraging technology to deliver personalized, client-centric so...

The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell

07 Feb 2025

Contributed by Lukas

The rise of AI in wealth management isn’t just about technological advancement; it’s about fundamentally reshaping how advisors operate, engage wi...

The WealthStack Podcast: 2025 WealthTech Projections & Predictions with Davis Janowski

24 Jan 2025

Contributed by Lukas

The WealthStack podcast is back for 2025, and advisors are navigating a whirlwind of challenges—think regulatory twists, inflationary pressures and ...

The WealthStack Podcast: Schwab’s Vision for Advisor Tech with Alison Dooher

20 Dec 2024

Contributed by Lukas

Technology is no longer just a nice-to-have—it’s essential for scaling and improving client outcomes. With increasing demands on advisors, platfor...

The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood

06 Dec 2024

Contributed by Lukas

Digital vaults are revolutionizing legacy planning by providing a secure, centralized and accessible solution for managing critical documents and asse...

The WealthStack Podcast: The Future of AI Security with Alec Crawford

22 Nov 2024

Contributed by Lukas

With over 62% of wealth management firms acknowledging that AI will significantly transform operations, it’s becoming imperative to adopt AI respons...

How Farther’s Custom Tech Fuels Advisor Growth with Taylor Matthews and Brad Genser

08 Nov 2024

Contributed by Lukas

The buy versus build debate continues to rage on in the wealth management industry. Many of the largest wealth managers and RIAs have already created ...

The WealthStack Podcast: The TAMP Evolution: Tech Driving Wealth Management Forward with Kyle Wiggs

25 Oct 2024

Contributed by Lukas

TAMPs have evolved significantly since their inception in the 1980s, becoming essential tools for advisors seeking to enhance operational efficiency a...

Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

11 Oct 2024

Contributed by Lukas

The use of testimonials creates a powerful opportunity to amplify the potential reach of positive experiences through word-of-mouth sharing to new aud...

Why Business Owners Deserve Better from Their Advisory Partners with Trevor Greenway

20 Sep 2024

Contributed by Lukas

Small to medium-sized businesses make up 99% of all U.S. businesses, and most of these business owners are unaware of their enterprise value. The epis...

The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

06 Sep 2024

Contributed by Lukas

Proactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economi...

The WealthStack Podcast: The Post-Merger Playbook

23 Aug 2024

Contributed by Lukas

Mergers and acquisitions often mark the beginning of a transformative journey, filled with both incredible opportunities and challenging headaches. Fe...

The WealthStack Podcast: Why Direct Indexing is The Future of Investing with Patrick Shaddow

09 Aug 2024

Contributed by Lukas

When it comes to direct indexing, adoption and understanding has historically lagged because the tools were not readily available to advisors, and/or ...

The WealthStack Podcast: Unlocking AI and Data Strategies: CTO Think Tank Insights with Michelle Feinstein

26 Jul 2024

Contributed by Lukas

When you’re a technology leader at a $1B+ wealth management firm, there’s a lot that can keep you up at night. Technology issues are evolving, but...

The WealthStack Podcast: Financial Fitness: Strengthening Futures with Healthcare Planning

12 Jul 2024

Contributed by Lukas

It’s no secret that the healthcare and financial services industries are incredibly complicated and often don’t easily talk to one another. In fac...

The WealthStack Podcast: Bringing the Power of Planning to Philanthropy

21 Jun 2024

Contributed by Lukas

Philanthropy often remains an overlooked aspect in wealth planning, which traditionally focuses on wealth accumulation rather than distribution. But, ...

The WealthStack Podcast: How RIAs Can Prepare for The Latest SEC Cybersecurity Rules

07 Jun 2024

Contributed by Lukas

SEC compliance is top of mind for RIAs across the country, and their cybersecurity needs are specific. RIAs have a fiduciary responsibility to protect...

The WealthStack Podcast: The Importance of a Growth Partner with Andree Mohr

24 May 2024

Contributed by Lukas

For financial advisors, having a growth partner is essential for achieving sustainable success and scaling their business. The right partner can provi...

The WealthStack Podcast: How LPL Approaches Digital Transformation with Greg Gates

10 May 2024

Contributed by Lukas

LPL Financial has been a leader in the independent broker/dealer space for years, serving nearly 22,000 financial advisors representing over $1 trilli...

The WealthStack Podcast: Why Estate Planning is The Next Frontier of Wealth Management with Gene Farrell

26 Apr 2024

Contributed by Lukas

Is estate planning the next frontier of wealth management? Estate planning solutions are becoming steadily more popular with advisors, especially thos...

The WealthStack Podcast: Crypto’s Journey to the Mainstream WIth Adam Blumberg

12 Apr 2024

Contributed by Lukas

The approval of spot Bitcoin ETFs by the Securities and Exchange Commission dominated trends in the first quarter of 2024. But how did we even get to ...

The WealthStack Podcast: Top Tactics For High-Growth Firms WIth Sara Baker

28 Mar 2024

Contributed by Lukas

For years, firms have benefited from a rising equity market and an equally long period of near-zero interest rates. RIAs found themselves in a positio...

The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein

22 Mar 2024

Contributed by Lukas

The advent of wealthtech represents both a significant opportunity and a challenge. On one hand, it offers tools that can enhance efficiency, improve ...

The Wealthstack Podcast: Going From Wealth Advisor to a Wealth Coach With Urs Bolt

15 Mar 2024

Contributed by Lukas

Financial advisors are much more than just “money experts”, and their role is evolving from traditional wealth advising to a more personalized wea...

The WealthStack Podcast: Measuring Tech ROI with John Spyers of Buckingham Wealth Partners

08 Mar 2024

Contributed by Lukas

Evaluating technology ROI is crucial for ensuring that investments in digital tools and platforms directly contribute to operational efficiency and cl...

The WealthStack Podcast: What Custodial Competition Means for the Industry with Thomas Moore of Betterment for Advisors

01 Mar 2024

Contributed by Lukas

The custodial space is notoriously difficult to break into, but Betterment wasn’t afraid to take the leap. While larger custodians are locked in a b...

The WealthStack Podcast: Will AI Make Advice More Human with Nick Graham of Cambridge

23 Feb 2024

Contributed by Lukas

The future of the wealth management industry isn’t going to be dominated by robots. Instead, it will be an evolving hybrid market in which human adv...

The WealthStack Podcast: Can Your Tech Help Tame Volatility with Don Nilsson of Addepar

26 Jan 2024

Contributed by Lukas

The fastest-growing, most resilient RIAs are relying on modern technology to deliver a differentiated experience and keep up with client expectations....

The WealthStack Podcast: The Myth of the Perfect Tech Stack with Adrian Johnstone

19 Jan 2024

Contributed by Lukas

Is the perfect tech stack a unicorn…does it even exist? The battle between all-in-one versus best-of-breed wages on. But, Practifi, a performance op...

The WealthStack Podcast: Bridging the Gap Between Asset Management and Financial Planning with Martin Tarlie

15 Dec 2023

Contributed by Lukas

Nebo, which stands for needs based optimization, was born after nearly a decade of GMO research focused on solving for optimal portfolio construction ...

The WealthStack Podcast: How to Use Generative AI to Scale your Practice with Alan Gurung

01 Dec 2023

Contributed by Lukas

AI continues to dominate headlines in the wealth management space. But, will it eventually end up replacing everything outside of actual conversations...

The WealthStack Podcast: The Power of Visuals to Create Deeper Engagement with Dr. Ross Riskin

17 Nov 2023

Contributed by Lukas

Is a picture worth a thousand words? In the case of visiWealth, the answer is yes. Financial planning is complicated and often full of jargon that is ...

The WealthStack Podcast: The Power of the CRM with Craig Ramsey

03 Nov 2023

Contributed by Lukas

A powerful CRM is crucial for financial advisors if they ultimately want to grow their business. As firms gain access to more and more data, the CRM h...

The WealthStack Podcast: The Ever-Evolving Role of the CTO with Vib Arya

20 Oct 2023

Contributed by Lukas

The role of the CTO has morphed into a complex, evolving set of responsibilities. Historically, technology was seen as an expense to reduce, but as fi...

The WealthStack Podcast: Delivering Better, Data-Driven Outcomes for Clients with Joe Stensland

06 Oct 2023

Contributed by Lukas

The emergence of WealthTech-as-a-Service is redefining the wealth management industry. Now, APIs are shaping the future of financial services by provi...

The WealthStack Podcast: Democratization and Digitization of Estate Planning with Andres Mazabel

15 Sep 2023

Contributed by Lukas

More than 60% of families in the U.S. do not have a plan to protect their loved ones. Estate planning can have several moving parts, and many people g...

The WealthStack Podcast: Making the Digital Asset Investing Ecosystem Accessible with Eric Ervin

01 Sep 2023

Contributed by Lukas

*Since recording this episode, Onramp Invest has been acquired by Securitize, with a mission to expand alternative asset access for RIAs. The advent o...

The WealthStack Podcast: Future-proofing the Next Generation of Wealth Management Firms with Anton Honikman

18 Aug 2023

Contributed by Lukas

What happens to the wealth management industry when your clients can leave you with a click of a button on their smartphone? Change continues to sweep...

The WealthStack Podcast: Demystifying Risk Management with Rick Bookstaber and Govinda Quish

04 Aug 2023

Contributed by Lukas

The risk landscape is rapidly evolving, and wealth managers are seeking out new solutions to measure and manage risk for their clients’ investment p...

The WealthStack Podcast: 2023 Market Predictions with Marc Chaikin

21 Jul 2023

Contributed by Lukas

Marc Chaikin didn’t have to come out of retirement, but after watching the 2008 financial crisis unfold around him, he decided to build a technologi...

The WealthStack Podcast: Fixing the RIA Fee Billing Conundrum with Lacey Shrum

07 Jul 2023

Contributed by Lukas

RIAs have a billing problem. Mainly because the process has always been manual and prone to errors. Enter Smart Kx – the only software system design...

The WealthStack Podcast: Demystifying the Decumulation Phase of Retirement Planning with Sheryl O’Connor

30 Jun 2023

Contributed by Lukas

When it comes to retirement income planning, an advisor’s role must go beyond getting clients to retirement, it’s also about getting them through ...

The WealthStack Podcast: Building Protective Investment Solutions with Joanna Kanakis

23 Jun 2023

Contributed by Lukas

The value of protective investments has become more evident as the traditional 60/40 portfolio allocation has continued to become less attractive. Inv...

The WealthStack Podcast: The Future of Financial Wellness with Adam Holt of Asset-Map

16 Jun 2023

Contributed by Lukas

As financial planning becomes more accessible, the U.S. population is looking to become more “financially fit”. Advisors can help clients achieve ...

The WealthStack Podcast: What Do Advisors Really Need in a TAMP with Colin Falls of GeoWealth

09 Jun 2023

Contributed by Lukas

RIAs who are seeking balance between evolving high-tech solutions with high-touch advisory services may need to consider a tech-forward TAMP. The TAMP...

The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek Notman

02 Jun 2023

Contributed by Lukas

After spending years in a suit and tie and feeling held back by technology within the broker-world, Derek Notman, CFP®, made the decision to take his...

The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group

26 May 2023

Contributed by Lukas

From the metaverse to alternative investments, the future of investing is going to look very different. Alternatives have historically been reserved f...

The WealthStack Podcast: How Technology Can Bridge the Gap in Underserved Areas of Financial Planning

19 May 2023

Contributed by Lukas

Investors are looking for more complex advice, so how is technology helping bridge the gap in areas of financial planning that are currently underserv...

The WealthStack Podcast: Innovation in Fixed Income with Russell Feldman of IMTC

12 May 2023

Contributed by Lukas

The fixed income market is 30x larger than the equity market, but while 92% of equities trade electronically, fixed income continues to be dominated b...

The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed

05 May 2023

Contributed by Lukas

Time. It’s the one thing advisors need more of, and fortunately, Catchlight is on a mission to save advisors time and help them reach their top lead...

The WealthStack Podcast: 4 Major Post-Pandemic Trends in the Investment Advisory Industry with Rob Roquitte

28 Apr 2023

Contributed by Lukas

Financial advisors are struggling to meet client demands in a post-pandemic, virtual world. Research shows that investors want more virtual services, ...

The WealthStack Podcast: Making Data Actionable with Scott Leak of FP Transitions

21 Apr 2023

Contributed by Lukas

To help practices monitor, measure, protect and grow their business, FP Transitions provides a valuation driven by customized benchmarks against 50 to...

The WealthStack Podcast: How Advisors Can Leverage Online Reviews (and be Compliant) with Brian Thorp of WealthTender

14 Apr 2023

Contributed by Lukas

The SEC’s new marketing rule resulted in sweeping changes to how firms can market themselves and interact with investors. Fortunately, modernization...

The WealthStack Podcast: 5 Trends Shaping Wealth Management in 2023 With Tim Welsh

07 Apr 2023

Contributed by Lukas

Over the last year, the wealth management industry has faced extraordinary market conditions and macro-economic challenges, causing many firms to reco...

The WealthStack Podcast: Digitizing Your Practice End-To-End with Jason Pereira

31 Mar 2023

Contributed by Lukas

Financial advisors have a plethora of options when it comes to building their tech stack. But, how can they ultimately leverage new technology to deli...

The WealthStack Podcast: Solving Integration Challenges is Now a Reality

24 Mar 2023

Contributed by Lukas

Many firms are sitting on a plethora of data, but have struggled to unlock the true value of it all. Integration enables (often disparate) systems to ...

The WealthStack Podcast: How Does 401(k) and Held Away Account Management Fit into Holistic Advice?

17 Mar 2023

Contributed by Lukas

What’s in a name? Acting as a “bridge” to better retirement, Pontera enables retirement savers to get help managing their 401(k) from their trus...

The WealthStack Podcast: Creating a Frictionless Wealth Management Experience with Stephen Daffron of BetaNXT

10 Mar 2023

Contributed by Lukas

The ultimate objective to create an end-to-end, holistic wealth management experience seems simple in theory, but it continues to be difficult for the...

The WealthStack Podcast: Why the Timing of Financial Advice Matters

03 Mar 2023

Contributed by Lukas

Summary Bento Engine said it best: Even the best advice, delivered at the wrong time, can fall flat. Financial advice delivered too early – or worse...

The WealthStack Podcast: Making the Complex Simple – Facilitating Meaningful Financial Planning Conversations

24 Feb 2023

Contributed by Lukas

Would you rather walk through 37,000 different financial scenarios with your clients or review a one page sheet simplifying the financial plan? Not to...

The WealthStack Podcast: Is it the Year of Advisor Productivity?

17 Feb 2023

Contributed by Lukas

RIAs need to find ways to continue to be profitable and scale, even when the markets aren’t offering much growth. While technology has advanced in l...

The WealthStack Podcast: How To Engage the Unengaged With Santiago Burridge

10 Feb 2023

Contributed by Lukas

As an advisor, your clients don’t necessarily care about what CRM tool or planning software you use. They care about HOW you use that technology to ...

The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski

01 Feb 2023

Contributed by Lukas

Technology innovations continue to shake up the wealth management industry. More than ever, advisors need to be aware of the solutions and tools avail...

Rick Bookstaber and Dr. Ashby Monk: The Evolution of Financial Advisors as Risk Managers

22 Jul 2022

Contributed by Lukas

As more individuals enter and approach retirement, the role of a financial advisor is changing rapidly. An increasing number of clients need their adv...

The WealthStack Podcast: Ben Cruikshank on the Professionalization of Crypto

08 Jul 2022

Contributed by Lukas

Cryptocurrency is a hot topic with many investors – yet, financial advisors are still in the early stages of learning and navigating the evolving wo...

Ric Edelman on Advisors’ “Crypto Knowledge Gap”

31 Mar 2022

Contributed by Lukas

Are investors outpacing advisors in their understanding of crypto and digital assets? 16% of advisors say they recommend bitcoin and other digital ass...

Lori Hardwick: How Technology is Revolutionizing the Wealth Management Industry

03 Feb 2022

Contributed by Lukas

Innovation and adoption of technology are rapidly redefining the way financial advisors work with clients – and are revolutionizing the wealth manag...

Dakota’s Carina Diamond: WealthTech’s Impact on the Future of Advice

17 Dec 2021

Contributed by Lukas

As technology for the wealth management industry evolves, financial advisors will have more options than ever before to enhance the services – and v...

3. The Value of Advice: Articulating and Demonstrating Your True “Alpha” with Jamie Hopkins

18 Nov 2021

Contributed by Lukas

Financial advisors often have an impact on the lives of their clients that extends well beyond investment performance. An ability to help clients navi...

2. Dani Fava: Why Embedded Finance is a Game-Changer for Financial Advice

10 Nov 2021

Contributed by Lukas

Sponsored by: Nationwide While most consumers rely on mobile apps for the majority of their daily purchases and purchases, financial services apps are...

1. The Evolution of Advice: Joe Duran on the Accelerating Pace of Change in Wealth Management

14 Oct 2021

Contributed by Lukas

When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them ...