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 Raniszeski, co-founder and senior managing partner of Carnegie Private Wealth, it meant balancing efficiency with humanity, testing everything from AI meeting assistants to client portals, and building a culture that embraces innovation without becoming tech-dependent.

In this episode of The WealthStack Podcast, host Shannon Rosic flips the script—interviewing an advisor about the real-world process of building a stack that empowers advisors and delights clients.

Shannon and Jordan discuss:

- How Carnegie Wealth built a fully customized tech stack from day one
- Why “tech-enabled, not tech-dependent” is the firm’s guiding principle
- The ROI reality check: Which tools actually deliver client impact (and which don’t)
- How AI tools like Jump and Holistiplan are reshaping Carnegie’s workflows
- Jordan’s advice for advisors overwhelmed by tech options when launching a new firm

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Jordan Raniszeski:
 
LinkedIn: Jordan Raniszeski - https://www.linkedin.com/in/jordan-raniszeski/ 
Website: Carnegie Private Wealth - https://www.carnegiepw.com/ 

About Our Guest:

Jordan is a leader in the Wealth Management industry and Senior Managing Partner at Carnegie Private Wealth, where he’s helped build a team of well-regarded and experienced advisors. The advisors of Carnegie Private Wealth collectively serve more than 519 households with over $1,100,000,000 in brokerage assets as of January 30, 2025.

In his more than 20 years of experience as an advisor working with high-net-worth individuals and families, Jordan developed expertise in helping corporate executives, professionals, and business owners. As a business owner and organizational leader himself, Jordan intimately understands the time constraints and complexities facing these clients and helps them build a plan to pursue their goals while balancing many different priorities.

Jordan's career path showcases his leadership and commitment to client service. He began at Deloitte's individual tax practice, honing his skills in tax and estate planning strategies. Later, at Wachovia Bank (now Wells Fargo), Jordan helped build the Executive Financial Planning practice. Partnering with Angie Ostendarp, he then grew one of Wells Fargo Advisors' largest brokerage practices. Throughout his journey, Jordan has remained a devoted student of the industry, constantly seeking innovative ways to serve clients.

Leadership has been a constant theme in Jordan's life. From roles in student government and charitable organizations to positions on sports teams, he has consistently stepped up to guide others. Jordan's experience made him a natural fit to lead Carnegie's formation. He now guides the Carnegie team, focusing on a shared vision for wealth management's future.

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

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 freeze instead of scaling. The result? Wasted time, poor implementations and missed opportunities to run their practices like true businesses.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with James Cantwell, founder of WealthTech Select, to unpack why advisors struggle to make confident tech and growth decisions—and what it takes to move past the noise. James has spent nearly three decades across wealth management, asset management and technology, and he’s now building RIA Ascent to help firms find the clarity and direction they’ve been missing.

Shannon and James also discuss:

- Why decision paralysis is so common in advisor tech and strategy
- The Cheesecake Factory effect: too many choices, not enough clarity
- How benchmarking and data can serve as a compass for firm growth
- Why most tech dissatisfaction stems from poor implementation—not the tools
- The industry’s need for better connections between RIAs, vendors and consultants

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with James Cantwell:
 
LinkedIn: James Cantwell - https://www.linkedin.com/in/jamescantwell/ 
Website: WealthTech Select - https://www.wealthtechselect.com/ 
Website: RIA Ascent - http://riaascent.com 

About Our Guest:

Drawing from 25 years across investment management, banking, and WealthTech, James Cantwell brings a unique 360-degree perspective to digital transformation. His journey from GAMCO Asset Management and AST Trust (now Broadridge) to leading SS&C Advent's consulting practice revealed a critical insight: firms need a better way to evaluate and implement technology.

After guiding hundreds of RIAs and family offices through implementation challenges, he founded The Cantwell Advisory and WealthTech Select to revolutionize how firms assess and adopt wealth management solutions.

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

Scaling growth isn’t just about getting bigger; it’s about vision, discipline and striking the right balance between legacy and innovation.

So how does a $30 billion-plus RIA navigate the complexities of rapid acquisitions, evolving culture and the disruptive promise of AI?

In this episode of the RIA Edge Podcast, host David Armstrong sits down with John Bunch, CEO of Allworth Financial, to unpack how he’s guiding a founder-led firm into a professionally managed enterprise. From people and strategy to the smart use of technology, John shares what it takes to shape the future of advisory services at scale.

John discusses:

- The evolution of Allworth from a founder-led practice to a $30 billion-plus RIA with a national footprint
- His leadership philosophy in transitioning firms from founder-driven to professionally managed organizations
- How acquisitions, large and small, fit into Allworth’s growth strategy and culture
- Why investment management, tax planning and estate services are central to serving today’s high-net-worth clients
- How the firm is using AI and why it is being employee-driven

Resources:

Listen to the RIA Edge Podcast on WealthManagement.com: https://bit.ly/3YVhfof 
Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts: https://bit.ly/3RFXCPn 
Listen and Subscribe to the RIA Edge Podcast on Spotify: https://bit.ly/44Cbwd5 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagement.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With John Bunch:

Allworth Financial: https://allworthfinancial.com/ 
LinkedIn: Allworth Financial: https://www.linkedin.com/company/allworth 
LinkedIn: John Bunch: https://www.linkedin.com/in/john-bunch-6613144 

About Our Guest:

John Bunch is the Chief Executive Officer at Allworth Financial. Universally recognized within the wealth management industry, he has accumulated an extensive 30-year history of successfully leading and expanding award-winning organizations that serve both retail and institutional clients.

Before coming to Allworth, John spent over three years as the Chief Financial Services Director at Evelyn Partners (formerly Tilney Smith & Williamson), a leading integrated wealth management and professional services firm headquartered in the United Kingdom. Prior to that, he was the Chief Operating Officer and Executive Vice President of Edelman Financial Engines - where he oversaw 130 branch offices - and the Chief Executive Officer of The Mutual Fund Store. Before that, he held several key institutional sector leadership positions, including Executive Vice President at TD Ameritrade and Divisional Senior Vice President at Charles Schwab & Co.

RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial

Retirement isn’t just about stopping work, it’s about gaining freedom. In this episode of The Lord and Richards Show, Colin Richards and Dylan Schoonover explore the Freedom of Money and why it’s the foundation of a confident, fulfilling retirement.

We’ll cover:
• Why the old “set it and forget it” approach doesn’t work in retirement
• How the barbell strategy balances safety and growth in your portfolio
• The connection between financial freedom, health, and quality of life
• Real stories of retirees who turned uncertainty into peace of mind

🎙️ Whether you’re five years from retirement or already enjoying it, this conversation will help you protect your lifestyle, plan smarter, and live with confidence.

Learn more at: https://lordandrichards.com/


*Investment Advisory Services offered through Lord and Richards Wealth Management, LLC, a Registered Investment Adviser.*

Freedom of Money

Experts like Kevin Mulleady advise that the online image must always remain strong. Financial firms need Online Reputation Management to attract and keep clients. ORM is not only an image, it affects growth, loyalty, and partnerships directly.

5 Key Strategies from Kevin Mulleady to Enhance the Finance Industry's Online Reputation

As artificial intelligence becomes table stakes, RIAs and enterprises alike are experimenting with tools to streamline workflows, improve client experiences and scale smarter. But while many firms are testing isolated tools, the real opportunity lies in weaving AI into the very DNA of a business, transforming it from a tech experiment into a strategic advantage. 

In this episode of the WealthStack Podcast, host Shannon Rosic speaks with John Bunch, CEO of Allworth Financial, to explore how one of the industry’s rapidly growing RIAs is pushing AI beyond pilot programs. With more than 40 active initiatives and an internal AI Council guiding adoption, Allworth is proving that the future of advice isn't just about efficiency, it’s about strategy, culture and client impact.

John discusses:

- Why Allworth launched 40+ projects
- How AI can elevate client relationships 
- The role of the AI Council in driving adoption and ROI
- His “fail fast, fix it or ditch it” approach to innovation and automation beyond AI
- What it takes to align business strategy and tech strategy in practice

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect With John Bunch:

Allworth Financial: https://allworthfinancial.com/ 
LinkedIn: Allworth Financial: https://www.linkedin.com/company/allworth 
LinkedIn: John Bunch: https://www.linkedin.com/in/john-bunch-6613144 

About Our Guest:

John Bunch is the Chief Executive Officer at Allworth Financial. Universally recognized within the wealth management industry, he has accumulated an extensive 30-year history of successfully leading and expanding award-winning organizations that serve both retail and institutional clients.

Before coming to Allworth, John spent over three years as the Chief Financial Services Director at Evelyn Partners (formerly Tilney Smith & Williamson), a leading integrated wealth management and professional services firm headquartered in the United Kingdom. Prior to that, he was the Chief Operating Officer and Executive Vice President of Edelman Financial Engines - where he oversaw 130 branch offices - and the Chief Executive Officer of The Mutual Fund Store. Before that, he held several key institutional sector leadership positions, including Executive Vice President at TD Ameritrade and Divisional Senior Vice President at Charles Schwab & Co.

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

Afsar Ebrahim Financial consultant at Kick Advisory is known for empowering entrepreneurs and organizations with strategic financial advice. His expertise spans restructuring, investments, and wealth management. With Kick Advisory’s innovative approach, clients gain actionable insights and practical strategies to achieve financial resilience, stability, and long-term prosperity in a rapidly changing marketplace.

Afsar Ebrahim- Executive Director, Kick Advisory  Financial Consultant

As Executive Director at Kick Advisory, Afsar Ebrahim is a leading financial consultant with vast expertise in business advisory, strategic planning, and financial restructuring. He supports companies and individuals with tailored financial strategies, ensuring sustainable results and future-ready success.

Afsar Ebrahim – Executive Director, Kick Advisory  Financial Consultant

Trusted financial consultant Afsar Ebrahim, Executive Director at Kick Advisory, provides expert guidance in business transformation, financial planning, and corporate strategy. His advisory services focus on driving growth, profitability, and resilience.

At KICK Advisory Services, we provide professional Investment Advisory Services tailored to help individuals and businesses achieve sustainable financial growth. With a focus on strategic planning, risk management, and wealth optimization, our team ensures your investments are aligned with your goals and deliver long-term value.
Visit us:- https://www.kickadvisory.com/ 


Investment Advisory Services

KICK Advisory Services (“KICK’’) was founded in July 2020 by a team with an aggressive passion to drive corporate finance solutions in an era of unprecedented changes and volatility. At a time where businesses are faced with severe uncertainties, cash flow issues and are struggling to understand the dynamics of the changing world, we at KICK believe that sailing through the changing winds with a clear guide and focus will smoothen your business journey while giving you the cutting edge in competition to thrive in the new normal.

Kevin Mulleady is a strategic finance executive and skilled dealmaker known for sourcing, structuring, and executing high-impact, growth-driven transactions.

Lord and Richards is a firm dedicated to helping people become more financially independent and better able to cope with the changing world around them from a biblical point of view.

I am the founding partner of KICK Advisory Services. I have over a quarter century of experience in Corporate Restructuring, Litigation Support, Mergers & Acquisitions, Strategy and Financial Consulting and Fund Raising to clients across a wide spectrum of industries both locally and internationally.

New tracks tagged #WealthManagement