How a Coordinated Financial Portfolio Can Improve Financial Outcomes with Jack Sharry

How important is a consolidated approach to financial planning? Jack Sharry, EVP and Chief Growth Officer at LifeYield, believes it’s critical and can make or break a financial strategy.
At LifeYield, Jack helps people understand UMH platforms and the advantages they create for advisors, their firms, and their clients.
In this episode, Jack talks with Tommy about how to build a truly coordinated financial portfolio, Jack's journey to becoming a leading advocate for the future of financial advice, and how investors can improve their financial outcomes.
“The breakthrough moment for me was learning the power of listening. I’m talking to senior executives all the time, trying to find out what their pain point is, what their issues are, and always looking to add value in conversations.” ~ Jack Sharry

Key Takeaways

Advisors need to have a plan in place for clients to bridge the gap between retirement and taking social security. Clients should be adjusting the way they draw on social security to maximize and optimize income and taxes. 

If the structure of your accounts is the same from account to account, that’s a way for clients to know that advisors aren’t optimizing your asset management. Coordination across accounts is an essential part of UMH and making the most of your investments. 

If you have uncoordinated accounts, you stand to lose a lot of income along the way. UMH is a way to get everyone talking and working together to ensure that the client can benefit from account optimizations. 

Links

Jack Sharry on LinkedIn

Jack Sharry on Twitter 

LifeYield

Authentic and Ethical Persuasion: Achieving What’s Important in Life Through Committed Listening and Compelling Stories by Jack Sharry

Merrill Lynch

Morgan Stanley

Putnam Investments

Phoenix Investment Partners

Virtus Investment Partners

Fiserv

SunTrust Bank | Now Truist

Ernst and Young

UBS

Edward Jones

Learn more about Mammoth Scientific's Health & Tech Fund 1
When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc.
Visit Mammoth.vc today!

Connect with our host

Mammoth

Tommy on LinkedIn

Subscribe and stay in touch

Apple Podcasts

Spotify

Google Podcasts

How important is a consolidated approach to financial planning? Jack Sharry, EVP and Chief Growth Officer at LifeYield, believes it’s critical and can make or break a financial strategy.

At LifeYield, Jack helps people understand UMH platforms and the advantages they create for advisors, their firms, and their clients.

In this episode, Jack talks with Tommy about how to build a truly coordinated financial portfolio, Jack's journey to becoming a leading advocate for the future of financial advice, and how investors can improve their financial outcomes.

“The breakthrough moment for me was learning the power of listening. I’m talking to senior executives all the time, trying to find out what their pain point is, what their issues are, and always looking to add value in conversations.” ~ Jack Sharry

Key Takeaways

Advisors need to have a plan in place for clients to bridge the gap between retirement and taking social security. Clients should be adjusting the way they draw on social security to maximize and optimize income and taxes. 
If the structure of your accounts is the same from account to account, that’s a way for clients to know that advisors aren’t optimizing your asset management. Coordination across accounts is an essential part of UMH and making the most of your investments. 
If you have uncoordinated accounts, you stand to lose a lot of income along the way. UMH is a way to get everyone talking and working together to ensure that the client can benefit from account optimizations. 

Links

Jack Sharry on LinkedIn
Jack Sharry on Twitter 
LifeYield
Authentic and Ethical Persuasion: Achieving What’s Important in Life Through Committed Listening and Compelling Stories by Jack Sharry
Merrill Lynch
Morgan Stanley
Putnam Investments
Phoenix Investment Partners
Virtus Investment Partners
Fiserv
SunTrust Bank | Now Truist
Ernst and Young
UBS
Edward Jones

Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc.

Visit Mammoth.vc today!

Connect with our host

Mammoth
Tommy on LinkedIn

Subscribe and stay in touch

Apple Podcasts
Spotify
Google Podcasts