# wipfli (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover wipfli. Page: Feed: --- ## How to reduce your tax burden when selling an RIA firm _2026-05-26 · Bank on Wipfli_ In this episode of Bank on Wipfli, host Robert Zondag sits down with Dan Pastron and Cory Vargo, tax partners at Wipfli, to discuss how registered investment advisors can structure the sale of their firm to maximize after-tax value. Together, they explore critical tax and structuring considerations for RIA transactions, including: The impact of legal entity structure — asset vs. stock sales, and… [Listen](https://www.buzzsprout.com/2434709/episodes/19160032-how-to-reduce-your-tax-burden-when-selling-an-ria-firm.mp3) ## Building strong compliance programs _2026-04-27 · Bank on Wipfli_ In this episode of Bank on Wipfli, we discuss how financial institutions can strengthen their compliance programs in an increasingly complex regulatory environment. Wipfli’s Robert H. Zondag and Tracy Bush explore practical approaches to compliance management, including: The role of outsourced and fractional compliance support , and how institutions can leverage outside expertise to fill gaps,… [Listen](https://www.buzzsprout.com/2434709/episodes/18970970-building-strong-compliance-programs.mp3) ## How will wealth management change in 2026? _2025-12-30 · Bank on Wipfli_ How will wealth management change in 2026? In this episode of Bank on Wipfli, join Wipfli’s Robert Zondag for a conversation with Diamond Consultants CEO Louis Diamond and Wipfli partner Ron Niemasyk about the evolving dynamics of the industry in areas like recruitment, tech and private equity partnerships — plus how wealth management advisory firms are adapting to keep up. Listen for a rundown on… [Listen](https://www.buzzsprout.com/2434709/episodes/18326750-how-will-wealth-management-change-in-2026.mp3) ## [Segmented Service, Stronger Impact](https://www.wipfli.com/insights/podcasts/develop-customer-segments-in-banking) _2025-11-18 · Bank on Wipfli_ Is your financial institution doing all it can to build and maintain strong, long-term ties with key customer groups? Her Bank tailored specific experiences to reach women customers who lacked a strong banking relationship. Discover what’s behind launching a niche brand: How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced… [Listen](https://www.buzzsprout.com/2434709/episodes/18083653-segmented-service-stronger-impact.mp3) ## Smarter insurance filing — Maximize tech and talent _2025-09-23 · Bank on Wipfli_ Insurance companies face significant challenges in keeping up with changes in statutory requirements amid intensifying workforce pressures. Learn about key evolving issues affecting your filings: The growing talent gap in statutory accounting, driven by retirements and limited new entrants to the field The role of technology in streamlining workflows , improving collaboration and delivering… [Listen](https://www.buzzsprout.com/2434709/episodes/17790855-smarter-insurance-filing-maximize-tech-and-talent.mp3) ## Podcast: Breaking the Security-Convenience Seesaw _2025-07-29 · Bank on Wipfli_ How can companies deliver secure digital customer experiences without sacrificing customer convenience? In this episode of Bank on Wipfli, we explore how organizations can break the traditional trade-off between security and ease of use in digital workflows. Wipfli’s Robert Zondag, partner, talks with Tracy Fox, co-founder and chief revenue officer of Botdoc, about the future of secure customer… [Listen](https://www.buzzsprout.com/2434709/episodes/17545515-podcast-breaking-the-security-convenience-seesaw.mp3) ## Navigating Private Equity: Trends, Challenges, and Future Outlook in 2025 _2025-06-24 · Bank on Wipfli_ [Listen](https://www.buzzsprout.com/2434709/episodes/17275470-navigating-private-equity-trends-challenges-and-future-outlook-in-2025.mp3) ## Harnessing AI in Financial Services: Insights from Wescom Credit Union _2025-05-08 · Bank on Wipfli_ When should financial institutions look to integrate AI into their operations, and how should they do it? In this episode of Bank on Wipfli, we explore practical considerations for AI use in the industry, with a focus on security and user experience. Wipfli’s Robert Zondag , partner, and Matt Sabo , director, talk with Joseph Pellissery, Chief Information Officer at Wescom Credit Union, about AI… [Listen](https://www.buzzsprout.com/2434709/episodes/16977405-harnessing-ai-in-financial-services-insights-from-wescom-credit-union.mp3) ## Farm Finance Focus: Leveraging Data in Agricultural Lending _2025-02-25 · Bank on Wipfli_ With many agricultural lenders aging out, there is a talent shortage within agricultural lending. This shortage emphasizes the need for more automation and AI to reduce support tasks and allow lenders to focus on true risk management and better productivity. In this episode of Bank on Wipfli, we dig into the role of AI and automation in modernizing the world of agricultural lending. Special guest… [Listen](https://www.buzzsprout.com/2434709/episodes/16563653-farm-finance-focus-leveraging-data-in-agricultural-lending.mp3) ## [Watch chovy live code (Sponsored)](https://crawlproof.com/a/Al06PwYTJUsu) _2025-02-25 · **Sponsored**_ Join Mosh Coding streams with collaborative screen sharing and remote control, open source. ## Revolutionizing FS: AI, Personalization, and Security _2025-01-28 · Bank on Wipfli_ How can financial services organizations integrate AI into their operations to enhance customer experience while ensuring safety and compliance? In this episode of Bank on Wipfli, we explore the rise of AI in the financial sector, with a focus on delivering seamless client interactions while maintaining data security. Special guest Ben Nichols, co-founder and head of product at Directlink and data… [Listen](https://www.buzzsprout.com/2434709/episodes/16376413-revolutionizing-fs-ai-personalization-and-security.mp3)