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On the show
From 10 epsHosts
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Recent episodes
How to reduce your tax burden when selling an RIA firm
May 26, 2026
28m 52s
Building strong compliance programs
Apr 27, 2026
31m 24s
How will wealth management change in 2026?
Dec 30, 2025
43m 07s
Segmented Service, Stronger Impact
Nov 18, 2025
27m 02s
Smarter insurance filing — Maximize tech and talent
Sep 23, 2025
21m 26s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/26/26 | How to reduce your tax burden when selling an RIA firm✨ | tax planningRIA transactions+3 | Dan PastronCory Vargo | WipfliRIA | — | tax burdenRIA firm+3 | — | 28m 52s | |
| 4/27/26 | Building strong compliance programs✨ | compliance programsfinancial institutions+4 | Tracy Bush | Wipfli | — | compliancefinancial institutions+5 | — | 31m 24s | |
| 12/30/25 | How will wealth management change in 2026?✨ | wealth managementindustry trends+3 | Louis DiamondRon Niemasyk | Diamond ConsultantsWipfli | — | wealth management2026+4 | — | 43m 07s | |
| 11/18/25 | Segmented Service, Stronger Impact✨ | financial institutionscustomer relationships+3 | — | Her BankWipfli | — | financial institutioncustomer groups+3 | — | 27m 02s | |
| 9/23/25 | Smarter insurance filing — Maximize tech and talent✨ | insurance filingtechnology in insurance+3 | — | Wipfliinsurance companies+1 | — | insurancefiling+5 | — | 21m 26s | |
| 7/29/25 | Podcast: Breaking the Security-Convenience Seesaw✨ | digital customer experiencessecurity+3 | Tracy Fox | Botdoc | — | securitycustomer experience+3 | — | 36m 44s | |
| 6/24/25 | Navigating Private Equity: Trends, Challenges, and Future Outlook in 2025✨ | private equitytrends+3 | — | Wipfli | — | private equitytrends+4 | — | 49m 21s | |
| 5/8/25 | Harnessing AI in Financial Services: Insights from Wescom Credit Union✨ | AI in financial servicesAI adoption strategy+3 | Joseph Pellissery | Wescom Credit Union | — | AIfinancial services+4 | — | 44m 47s | |
| 2/25/25 | Farm Finance Focus: Leveraging Data in Agricultural Lending✨ | agricultural lendingAI in finance+4 | Scott Sartor | WipfliCroptell | — | agricultural lendingAI+4 | — | 32m 15s | |
| 1/28/25 | Revolutionizing FS: AI, Personalization, and Security✨ | AI in financial servicescustomer experience+3 | Ben Nichols | DirectlinkSyracuse University+1 | — | AIfinancial services+4 | — | 34m 06s | |
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| 11/26/24 | The employee stock ownership plan advantage | How can employee stock ownership plans (ESOPs) be used as a succession planning tool for registered investment advisor firms? In this episode of Bank on Wipfli, we explore the benefits of ESOPs and discuss how to implement them. Special guest Nicholas Karalis, vice president of Wintrust Commercial Banking, joined Wipfli partner Robert Zondag to discuss: The tax advantages of ESOPs for both sellers and companies.How to successfully implement an ESOP.How companies structured as S corp... | 17m 29s | ||||||
| 10/29/24 | Enhancing Wealth Programs for Community Impact | How can financial institutions leverage wealth programs to enhance customer relationships and community impact? Over the next 20 years, $84 trillion in assets are expected to be transferred, and this episode of Bank on Wipfli explores what financial institutions can do to connect with the next generation and retain those assets. Special guest Anne Schutt, Vice President of Business Development for Midwestern Securities, joined Wipfli’s Robert Zondag, Partner, to discuss: • The importance of b... | 29m 10s | ||||||
| 10/18/24 | SEC Cybersecurity Rules: Expert Insight | How can firms effectively implement and manage the new SEC cybersecurity rules? Listen in on this episode of Bank on Wipfli to find out how you can stay in compliance and protect against the looming threat of a cyberattack. Wipfli consultant Derek Olson joined Wipfli’s Robert Zondag, partner, and Paul Lally, partner, to discuss: The importance of having a comprehensive incident response plan to manage cybersecurity threats.The necessity of monitoring third-party service pr... | 31m 01s | ||||||
| 9/24/24 | Navigating Data Services in Financial Services | bank on wipfli | 30m 26s | ||||||
| 6/25/24 | Navigating the digital identity landscape | Fraudsters keep innovating, and the reality today is that fraud is a business. The concept of “fraud as a service” is increasingly relevant as companies emerge that cater to malicious actors with services ranging from automated platforms for taking over phones to data mining tools for collecting personal information. In response, financial institutions must implement robust and adaptive security measures. That’s the topic of this episode of Bank on Wipfli. Robert Zondag and Mary Beth Marchion... | 41m 57s | ||||||
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