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 accelerating, with more advisors leaving traditional wirehouses to build independent RIAs that offer greater flexibility, control and client-centric service. 

But with independence comes new challenges—scaling efficiently, selecting the right tech stack and ensuring seamless client experiences. As advisors navigate this shift, AI, automation and integrated technology solutions are becoming essential tools for driving long-term growth. 

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Vickie Lewin, chief growth officer at Amplify, to explore:

- Why more advisors are breaking away and how it’s reshaping the industry
- Amplify’s mission as a tech-driven, all-in-one advisory solution
- Challenges and solutions for advisors modernizing their tech infrastructure 
- The role of AI and automation in shaping wealth management’s future

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 Vickie Lewin:

LinkedIn: Vickie Lewin: https://www.linkedin.com/in/vickie-edwards-lewin 
Company Website: https://amplifyplatform.com/

About Our Guest:

As Chief Growth Officer, Vickie leads Amplify’s sales and marketing team, driving strategic direction, business development, and market positioning. She is responsible for articulating and amplifying the competitive advantages of Amplify’s unified wealth management platform, ensuring alignment between product development and market needs. Vickie also plays a key role in shaping product and market development strategies and is an integral member of the leadership team.

Prior to joining Amplify, Vickie was Senior Vice President and Chief Success Officer at AssetMark from 2021 to 2024. She joined AssetMark in 2001 when it was a $1 billion TAMP provider and was instrumental in its growth to a $100+ billion industry leader. Her leadership spanned multiple roles, including SVP – Central Division and Internal Sales Development, SVP – Eastern Divisional Sales Manager, and New England Regional Consultant. Vickie played a pivotal role in guiding AssetMark through acquisitions and spearheaded marketing efforts, including overseeing 80+ industry events annually. She previously held roles at FundQuest (now part of Envestnet), Investment Advisory Network (now SS&C Technologies), and Nuveen.

Vickie holds a Bachelor of Arts in English and communications from Ohio State University, where she was a varsity tennis player and a member of Kappa Alpha Theta.

Outside of work, Vickie and her husband, Oren, enjoy a lively family life with their five adult children. She loves traveling, golfing, and sharing great wine with family and friends. She is also passionate about increasing the representation of women in financial services and mentoring the next generation of female industry leaders.


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

Quick jump up mix with some newly dropped music

Mix 002 - Jump Up

KOOL FM - VAULT B2B MAC - PROFILE'S FUTURE FLAVAS - 27/03/25

Real electric guitar, heavy synth bass, synth layers and punchy drums – somewhere between gothic rock and modern energy. If you're into Sisters of Mercy, this one's for you. Enjoy!

Amplify

Amplify (MX) & Ital - The Catalyst 
by Digital Om Productions 2025
https://italmusic.bandcamp.com/album/the-catalyst

Amplify (MX) & Ital - The Catalyst

Amplify , Brooky , Fahren and Beep link up to bring you this high energy rolling jump up slammer ! Fuzing each artists signature style , this one will not dissapoint!

Thanks for 25k Followers !

What YONWI?

Check the lads out !

@brooky_uk
@woolly-661661292
@beepdnb

Free Download

AMPLIFY X BROOKY X FAHREN X BEEP - YONWI

T1P (prod. ReallyMonny x Karisma)

Spekaers is dumb old a freestyle made in my kitchen in Burlington, NC.

SPEAKERS prod. by Lytton Scott (OMW FREESTYLE)

438 Sadgamaya - Q & A - How does service amplify the power of prayer?

Linkz - Let Loose ft. HI MC [FREE DOWNLOAD]

Sanathana Vani is a global platform to invite, associate, speak, listen, contemplate, seek, practice and realize the truth taught by all the great beings that ever walked the face of our planet. Sanathana Vani aims to enrich its listeners by providing an unprecedented diversity of globally produced, high-quality audio programs to inform, energize, educate and transform its listeners.

Kid Saiyan coming soon...
iHate (s)Lust

https://youtube.com/channel/UCVHxvzSq56fu6waGyjoJs6g?si=GIcbXI7rvRGPVCeu

27 Year Old Drum and bass DJ/Producer Midlands 🦍

Radio 1 Best Breakthrough DJ 2022 , Best Breakthrough Producer 2022 and Runner Up Best Producer 2022 ,  Runner Up Best International Newcomer Drum And Bass Awards Germany
DNB Arena Best Newcomer Nominee 2022

2x Nominated Best Newcomer Producer 2021

Owner @Gradientrecords
@escalationsound
@Agradednb

Bookings - jon@urbanagency.co.uk

Linktree - https://linktr.ee/amplifydnb

Track Support :
Pendulum , Noisia , Wilkinson , Sub Focus ,  A.M.C , Turno , Profile, Fabio , Grooverider, Nick The Lot ,   Sub Zero  , Nicky Blackmarket , Sub Killaz , Craze , Logan D , Mob Tactics , North Base , Hybrid Minds , Ray Keith , John B ,    Kenny Ken , Mollie Collins ,   Original Sin , Rowney , Master Error , Clarkey ,  KL , Breakout , Pengo , Jack Reeves , Noxxic , Toxinate , Entei , D-Fuser Sota , TJ ,  Stillz , Natrix , Fanatics , Drowzee ,   Blckhry , Crossy ,  Enta . 

Released on :
Ram Records 
Gradient Records
Crucast
Grid Recordings
Dnb Allstars 
Pick n Mix 
Zombie Recordings
Scoped Sounds 
Subway Soundz
Murky Digital
Octave Recordings
Cave Records
Next Gen
Pick The Lock Records 
DNB Vibes 
Hydrated Audio 
Tinpan Sound 
Young Guns Records 
Timeless Audio
Blazing haze Audio 
No More Parties

Multi Genre DJ
Drum and Bass, House, Hard Trance, Mininmal, Raggatek🦑
Northamptonshire/Leicestershire

Chilean Psytrance Artists since the year 2001
still blasting the high vibrations through the spiritual music

Linkz – Drum & Bass Producer & DJ (Glastonbury, UK)

Born and raised in Somerset, UK, Linkz has been making speakers shake and neighbours complain with his bass-heavy drum and bass productions. Known for his high-energy sets and love of crispy breaks, he’s steadily carving out a name for himself in the UK scene—one rewound banger at a time. If it’s loud, fast, and gets the dancefloor moving, you can bet Linkz is behind the decks making it happen.

Please DM on insta or email me at linkzdnb@hotmail.com for bookings/enquiries

New tracks tagged #amplify