Humanizing Wealth Management Success With Shannon Rosic

Shannon Rosic is the Director of Content and Solutions for the Wealth Management Group at Informa Connect, a global provider of events, media, and research for financial professionals. In her role, she leads the omni-channel growth and development of WealthStack, one of the leading events focused on wealth management technology. Shannon regularly represents the group through webinars, podcasts, and video series. Known industrywide as the Gadget Girl, she brings a passion for creative brand storytelling and innovative marketing.

In this episode…

Financial professionals face the challenge of keeping up with rapid technological change while still nurturing strong client relationships. With AI tools, compliance demands, and shifting client expectations, it can feel overwhelming to decide where to focus. How can advisors and firms adapt quickly while staying human-centered in an increasingly digital world?

Shannon Rosic, an expert in content strategy and wealth management media, shares how embracing technology as a co-pilot rather than a replacement helps advisors stay relevant. She highlights the importance of adopting simple AI tools like note takers, building a strong digital presence, and showing up consistently at industry events. Shannon emphasizes the need for authenticity in branding and communication, encouraging professionals to showcase their human side while using technology to streamline workflows, improve compliance, and enhance the client experience.

In this episode of The Customer Wins, Richard Walker interviews Shannon Rosic, Director of Content and Solutions for the Wealth Management Group at Informa Connect, about the future of wealth management and technology. Shannon discusses how AI can empower advisors, why authentic storytelling matters, and the importance of consistency in digital and in-person presence. She also shares insights on client-centered experiences and her favorite AI tools for compliance and engagement.