Podcasts with Mark Wickersham
From the Podcast Index, this is the very latest data from the podcast:person feature of Podcasting 2.0. Read more details

The WealthTech Podcast
Episode: AI Theater vs. AI Realism: What Advisors Should Know | Adrian Johnstone, Practifi
Episode: AI Theater vs. AI Realism: What Advisors Should Know | Adrian Johnstone, Practifi

The WealthTech Podcast
Episode: AI Strategy & The Future of the Advisor-Client Relationship | Kelly Wagman, Cresset
Episode: AI Strategy & The Future of the Advisor-Client Relationship | Kelly Wagman, Cresset

The WealthTech Podcast
Episode: Inside the Family Office: Operations, Technology, and Trust | Danielle Klimek
Episode: Inside the Family Office: Operations, Technology, and Trust | Danielle Klimek

The WealthTech Podcast
Episode: Cybersecurity in Family Offices: From Awareness to Action | Warren Finkel, Omega Systems
Episode: Cybersecurity in Family Offices: From Awareness to Action | Warren Finkel, Omega Systems

The WealthTech Podcast
Episode: WealthTech Innovation: AI, Data and How It All Comes Together | John O'Connell, The Oasis Group
Episode: WealthTech Innovation: AI, Data and How It All Comes Together | John O'Connell, The Oasis Group

The WealthTech Podcast
Episode: From Excel Chaos to AI: The Evolution of Alts Data Management | Michael Muniz & Dennis Mangalindan
Episode: From Excel Chaos to AI: The Evolution of Alts Data Management | Michael Muniz & Dennis Mangalindan

The WealthTech Podcast
Episode: Talent, Trust, and the Future of Family Offices | Brian Adams, Mack International
Episode: Talent, Trust, and the Future of Family Offices | Brian Adams, Mack International

The WealthTech Podcast
Episode: Digitizing Private Markets: Infrastructure, AI, and the Road Ahead | Gareth Lewis, Delio
Episode: Digitizing Private Markets: Infrastructure, AI, and the Road Ahead | Gareth Lewis, Delio

The WealthTech Podcast
Episode: Every Family Office Needs a Sherpa | Shaun Parkin, Hall Road Investments
Episode: Every Family Office Needs a Sherpa | Shaun Parkin, Hall Road Investments

The WealthTech Podcast
Episode: AI, Alternatives, and Automation: The Future of WealthTech | Kartik Srinivasan, Advyzon
Episode: AI, Alternatives, and Automation: The Future of WealthTech | Kartik Srinivasan, Advyzon

The WealthTech Podcast
Episode: Inside Story of the Family Office Tech Boom | Michael Thrasher, Modus News
Episode: Inside Story of the Family Office Tech Boom | Michael Thrasher, Modus News

The WealthTech Podcast
Episode: Drowning in Data - Can AI Save Family Offices | Dean Palmiter, Asseta AI
Episode: Drowning in Data - Can AI Save Family Offices | Dean Palmiter, Asseta AI

The WealthTech Podcast
Episode: Generative to Agentic AI: Next Frontier in LP Investment Management | Charles Anselm, OSYTE
Episode: Generative to Agentic AI: Next Frontier in LP Investment Management | Charles Anselm, OSYTE

The WealthTech Podcast
Episode: Leveraging Tech to Engage the Next Gen | Arnaud de Coninck, Trusted Family
Episode: Leveraging Tech to Engage the Next Gen | Arnaud de Coninck, Trusted Family

The WealthTech Podcast
Episode: The State of Wealth Management Technology | Michael Rose, Cerulli Associates
Episode: The State of Wealth Management Technology | Michael Rose, Cerulli Associates

The WealthTech Podcast
Episode: The Future of Advice: AI, Data, and Democratization | Kendra Thompson, Epok Advice
Episode: The Future of Advice: AI, Data, and Democratization | Kendra Thompson, Epok Advice

The WealthTech Podcast
Episode: Rethinking Family Office Tech : Change Management to AI | Kent Lawson FOX
Episode: Rethinking Family Office Tech : Change Management to AI | Kent Lawson FOX

The WealthTech Podcast
Episode: Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner
Episode: Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner

The WealthTech Podcast
Episode: You Can’t Out-Software Bad Processes: Building a Smarter Family Office | Ray DiNunzio, TOS Advisors
Episode: You Can’t Out-Software Bad Processes: Building a Smarter Family Office | Ray DiNunzio, TOS Advisors

The WealthTech Podcast
Episode: From Friction to Function: Building Private Markets Infrastructure | Rafay Farooqui, SUBSCRIBE
Episode: From Friction to Function: Building Private Markets Infrastructure | Rafay Farooqui, SUBSCRIBE

The WealthTech Podcast
Episode: Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory
Episode: Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory

The WealthTech Podcast
Episode: Using the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting Partners
Episode: Using the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting Partners

The WealthTech Podcast
Episode: Frustration to Innovation: Fixing Family Office Software | Alex Lin SumIt
Episode: Frustration to Innovation: Fixing Family Office Software | Alex Lin SumIt

The WealthTech Podcast
Episode: M & A Minefields: What Advisors Miss in Tech Integrations | Linda Bready
Episode: M & A Minefields: What Advisors Miss in Tech Integrations | Linda Bready

The WealthTech Podcast
Episode: What the Data Says: WealthTech Spending Trends Survey Insights | Chris Bendtsen, Celent
Episode: What the Data Says: WealthTech Spending Trends Survey Insights | Chris Bendtsen, Celent

The WealthTech Podcast
Episode: AI, Big Data and the Upcoming WealthTech Revolution | Doug Fritz & Michael Perez, F2 Strategy
Episode: AI, Big Data and the Upcoming WealthTech Revolution | Doug Fritz & Michael Perez, F2 Strategy

The WealthTech Podcast
Episode: Family Wealth Dynamics & Corporate Culture | Whitney Kenter, Glowe Connective
Episode: Family Wealth Dynamics & Corporate Culture | Whitney Kenter, Glowe Connective

The WealthTech Podcast
Episode: Cybersecurity for Family Offices | Tony Gebely, Annapruna Cybersecurity
Episode: Cybersecurity for Family Offices | Tony Gebely, Annapruna Cybersecurity

The WealthTech Podcast
Episode: Navigating Family Office Tech: Innovation & Change, ft. Rick Higgins & Carl Knecht
Episode: Navigating Family Office Tech: Innovation & Change, ft. Rick Higgins & Carl Knecht

The WealthTech Podcast
Episode: Global Trends in Family Offices: Insights from Stephen Harris of Family Wealth Report
Episode: Global Trends in Family Offices: Insights from Stephen Harris of Family Wealth Report

The WealthTech Podcast
Episode: The Family Office Project: People, Process, and Technology | Jon Carroll
Episode: The Family Office Project: People, Process, and Technology | Jon Carroll

The WealthTech Podcast
Episode: Digital Client Engagement and Transformation for Family Offices: Featuring Bill Wyman of Summitas
Episode: Digital Client Engagement and Transformation for Family Offices: Featuring Bill Wyman of Summitas

The WealthTech Podcast
Episode: Inside the Ecosystem: Family Office Tech, Strategy & Change Management | Sue McDermott, Addepar
Episode: Inside the Ecosystem: Family Office Tech, Strategy & Change Management | Sue McDermott, Addepar