The WealthStack Podcast
00:39:19 · Brad Johnson, Shannon Rosic
But the bottom line, the one to many approach where I can spend one hour or two hours, speak to 20, 30, 40 potential prospects versus work a country club where I talk to one individual and it takes forever because it's the same conversation 40 times, I would recommend implementing a proven tracked one to many marketing, at least one marketing funnel because that will help them grow. [00:39:42] S0: I think that's great advice. And if you are a steakhouse salesman, I volunteer as tribute if if you'd like to woo me in that sense. But appreciate the advice, Brad. But we have made it to our final and probably my favorite segment of the podcast that I affectionately call stack it or whack it. So what does that mean? I'm gonna throw out a few ideas, trends, tech trends, whatever it may be, and you tell me if they are essentially worth the hype or not. Love it or lose it, essentially. [00:40:09] S1: Okay. [00:40:10] S0: This is certainly a safe space for hot takes. First one I've got for you. The best advisory firms of the future will manage significantly more assets with significantly fewer employees. Stack or WAC hybrid is also an acceptable answer. [00:40:26] S1: Stack. [00:40:27] S0: Oh, okay. Alright. No... With no hesitation. I like it.
00:40:27 · Shannon Rosic, Brad Johnson
[00:40:27] S0: Oh, okay. Alright. No... With no hesitation. I like it. [00:40:31] S1: Yeah. I think we're entering a phase where those that are able to add value at scale will either gobble up the smaller ones, merger and acquisition. Obviously, we're already seeing a lot of that. Or the smaller ones just won't exist because they won't be able to do it in as efficient of a way with the tech stack that's required, just why... That's why we coach on a lot here at Triad because we're we're very much into helping firms scale to where they're not founder dependent. [00:41:05] S0: Sure. Makes sense. And I know I'm in good company with you. We've talked about this over the years, but I have to ask. Chiefs going to the Super Bowl again this year. They're looking good. Stack or whack, or do we not wanna jinx it? [00:41:17] S1: If I'm truly a fan, I have to believe in my team. So I'm gonna say stack it. Last year was rough. I know we share the Chiefs love here. Having a running game is... It's like, where's this been for a decade? So Kenneth Walker, he's looking good, taking the pressure off Mahomes. We don't have to throw it every single play where they know it's coming. So far so good, but it's a long season. Gotta stay healthy. And I just don't ever want to experience an Eagles Chiefs Super Bowl again because that was very painful the way that one ended.
00:41:17 · Brad Johnson, Shannon Rosic
[00:41:17] S1: If I'm truly a fan, I have to believe in my team. So I'm gonna say stack it. Last year was rough. I know we share the Chiefs love here. Having a running game is... It's like, where's this been for a decade? So Kenneth Walker, he's looking good, taking the pressure off Mahomes. We don't have to throw it every single play where they know it's coming. So far so good, but it's a long season. Gotta stay healthy. And I just don't ever want to experience an Eagles Chiefs Super Bowl again because that was very painful the way that one ended. [00:41:50] S0: Yes. Yes. It was. I would have to agree. I think the three feet pressure, we were probably just gassed out at the end of it too, but I have faith in our boys. And, man, how did the seahawks let this happen? Even I'm still in shock as a chiefs fan to let the Super Bowl MVP running back join us. Give it to Mahomes. We look like a whole different team. It is electric. I'm still a little sketched out by the o line, but, hopefully, we can plug those holes. But they're they're getting there. I have faith in Benson that he's gonna be the underdog that that saves the whole o line here, but to be seen. [00:42:26] S1: We've gotta keep some healthy receivers too, there's at least one or two people to throw it to. But, yes. It does. For you, though. That's how it works.
00:42:26 · Brad Johnson, Shannon Rosic
[00:42:26] S1: We've gotta keep some healthy receivers too, there's at least one or two people to throw it to. But, yes. It does. For you, though. That's how it works. [00:42:35] S0: It is. It... And that's what makes it so much fun and that why we are stressed out every Sunday. So, Brad, thank you so much. This is such a great conversation. I appreciate you joining me. Please tell listeners where they can connect with you and learn more about what you're working on at Triad. [00:42:49] S1: Yeah. I would say the best place, if there was some value here, DBDL Podcast. YouTube's the primary place where it lives these days. Used to be very audio based, but just that's where people go. So check it out on YouTube. Every episode's available on bradleyjohnson.com. We actually, speaking of AI, Will on our team just created an AI chatbot so you can literally... If you're curious what Shannon and I talked about, you can hop on. I actually tested out this morning. I said, is Shannon a Chiefs fan? And it pulled it right out of the episode. So it has all the transcripts. So if there's certain topics you wanna check out, you can just ask AI. It'll give you the episodes where we talked about it.
00:42:49 · Brad Johnson, Shannon Rosic
[00:42:49] S1: Yeah. I would say the best place, if there was some value here, DBDL Podcast. YouTube's the primary place where it lives these days. Used to be very audio based, but just that's where people go. So check it out on YouTube. Every episode's available on bradleyjohnson.com. We actually, speaking of AI, Will on our team just created an AI chatbot so you can literally... If you're curious what Shannon and I talked about, you can hop on. I actually tested out this morning. I said, is Shannon a Chiefs fan? And it pulled it right out of the episode. So it has all the transcripts. So if there's certain topics you wanna check out, you can just ask AI. It'll give you the episodes where we talked about it. [00:43:26] S0: Love it. Appreciate the information, and be sure to like and subscribe to The WealthStack Podcast on all major podcasting platforms. Follow all things WealthStack on wealth management LinkedIn and x. As always, thanks so much for tuning in. As wealth shifts to the next generation, client expectations are shifting too. The next generation of investors expects intuitive personalized digital experiences on par with their everyday digital experiences like Uber or Amazon. Smart IQ from Smart Communications helps wealth management firms deliver that intuitive personalized experience to your clients by modernizing onboarding and client servicing, capturing complete and accurate data, reducing friction, and supporting compliance throughout the client journey. Prepare your firm for the next generation of wealth at smartcommunications.com.