Celebrating 150 Episodes of WealthTech on Deck with Jack Sharry

WealthTech on Deck has become a go-to podcast for industry professionals seeking insights and perspectives on the future of financial advice. In the first 150 episodes, the podcast has featured a wide range of guests from across the wealth management industry, and provided listeners with valuable insight into the changing landscape of financial services.
In this episode, Jack Sharry, EVP and Chief Growth Officer at LifeYield, reflects on the first 150 episodes of the show. He highlights five important themes shaping the future of financial services: the rise of the Unified Managed Household (UMH), tax optimization, retirement planning, organic growth, and the impact of AI in wealth technology. Jack also shares lessons learned from the show’s guests, who are a fascinating collection of strategists, disruptors, thinkers, doers, innovators, and business leaders who chart the future of their companies and the industry.

Key Takeaways

[02:26] - The most intriguing themes in financial services today.

[03:59] - Why Unified Managed Household [UMH] is the top trend in financial services.

[07:31] - The shift to multi-account tech smart management.

[08:39] - A list of past and upcoming guests on WealthTech on Deck.

[12:07] - Why tax is one of the most important aspects of portfolio management.

[15:51] - How large wealth management firms reshape retirement planning.

[18:52] - Modernizing annuities.

[21:19] - The role of organic growth in an advisory firm’s success.

[25:10] - The impact of AI on financial services.

[30:34] - Jack's passions outside of work.

Quotes
[04:23] - "The UMH (Unified Managed Household) is what investors want and need. The UMH premise is simple, but the execution is hard." ~ Jack Sharry
[12:45] - "Clients have given up on beating the market. They learned the hard way that buying high and selling low doesn't work. Now, it's about how much they keep. They're concerned about protecting what they've built." ~ Jack Sharry
[14:26] - "Taxes are the single biggest cost investors incur, and they're complicated. The biggest impact of improving outcomes comes from minimizing taxes. The more accounts you manage tax efficiently, the better the client's results—that's tax alpha." ~ Jack Sharry
[29:27] - "AI leads to an easy button for financial advisors. It will optimize their clients' portfolios to address risk, minimize their taxes, and optimize their retirement income, combined with social security. It will coordinate with their workplace retirement accounts and all their other accounts and holdings." ~ Jack Sharry

Links 

Jack Sharry on LinkedIn

Len Reinhart

Jim Seuffert

Rose Palazzo

Charles Smith

Eric Lordi

Roger Paradiso

Matthew Belnap

LPL Financial

Envestnet

Edmund Murphy

Empower

Aaron Schumm

Vestwell

Brian McDonald

Morgan Stanley

Jed Finn

Morgan Stanley Wealth Management

Reed Colley

Summit Wealth

Michael Liersch

Wells Fargo

Laura Varas

Hearts & Wallets

J.P. Morgan

Playbook

David Hegarty

Larry Fink

BlackRock

Vanguard

Franklin Templeton

Voice of the American Workplace Survey

Jasmin Jirele

Allianz Life

Corey Walther

Chad Virgin

Thomas Buckingham

Nassau Financial Group

Tim Seifert

Lincoln Financial

David Lau

DPL Financial Partners

Paula Nelson

Global Atlantic Financial Group

David Blanchett

PGIM DC Solutions

Chip Roame

Tiburon Strategic Advisors

Tiburon CEO Summits

FA Mag

Fidelity Investments

Charles Schwab

Edward Jones

Merrill Lynch

EY

Nalika Nanayakara

Jud Mackrill

Milemarker

Mammoth Technology

Jonathan Michael

Wealth Advisors

Dr. Vinay Nair

TIFIN

Amy Young

Microsoft

Eric Arnold

Hail Education

Mad River Reflection by Jack Sharry

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

Subscribe and stay in touch

Apple Podcasts

Spotify

LinkedIn

Twitter

Facebook

WealthTech on Deck has become a go-to podcast for industry professionals seeking insights and perspectives on the future of financial advice. In the first 150 episodes, the podcast has featured a wide range of guests from across the wealth management industry, and provided listeners with valuable insight into the changing landscape of financial services.

In this episode, Jack Sharry, EVP and Chief Growth Officer at LifeYield, reflects on the first 150 episodes of the show. He highlights five important themes shaping the future of financial services: the rise of the Unified Managed Household (UMH), tax optimization, retirement planning, organic growth, and the impact of AI in wealth technology. Jack also shares lessons learned from the show’s guests, who are a fascinating collection of strategists, disruptors, thinkers, doers, innovators, and business leaders who chart the future of their companies and the industry.

Key Takeaways

[02:26] - The most intriguing themes in financial services today.
[03:59] - Why Unified Managed Household [UMH] is the top trend in financial services.
[07:31] - The shift to multi-account tech smart management.
[08:39] - A list of past and upcoming guests on WealthTech on Deck.
[12:07] - Why tax is one of the most important aspects of portfolio management.
[15:51] - How large wealth management firms reshape retirement planning.
[18:52] - Modernizing annuities.
[21:19] - The role of organic growth in an advisory firm’s success.
[25:10] - The impact of AI on financial services.
[30:34] - Jack's passions outside of work.

Quotes

[04:23] - "The UMH (Unified Managed Household) is what investors want and need. The UMH premise is simple, but the execution is hard." ~ Jack Sharry

[12:45] - "Clients have given up on beating the market. They learned the hard way that buying high and selling low doesn't work. Now, it's about how much they keep. They're concerned about protecting what they've built." ~ Jack Sharry

[14:26] - "Taxes are the single biggest cost investors incur, and they're complicated. The biggest impact of improving outcomes comes from minimizing taxes. The more accounts you manage tax efficiently, the better the client's results—that's tax alpha." ~ Jack Sharry

[29:27] - "AI leads to an easy button for financial advisors. It will optimize their clients' portfolios to address risk, minimize their taxes, and optimize their retirement income, combined with social security. It will coordinate with their workplace retirement accounts and all their other accounts and holdings." ~ Jack Sharry

Links 

Jack Sharry on LinkedIn
Len Reinhart
Jim Seuffert
Rose Palazzo
Charles Smith
Eric Lordi
Roger Paradiso
Matthew Belnap
LPL Financial
Envestnet
Edmund Murphy
Empower
Aaron Schumm
Vestwell
Brian McDonald
Morgan Stanley
Jed Finn
Morgan Stanley Wealth Management
Reed Colley
Summit Wealth
Michael Liersch
Wells Fargo
Laura Varas
Hearts & Wallets
J.P. Morgan
Playbook
David Hegarty
Larry Fink
BlackRock
Vanguard
Franklin Templeton
Voice of the American Workplace Survey
Jasmin Jirele
Allianz Life
Corey Walther
Chad Virgin
Thomas Buckingham
Nassau Financial Group
Tim Seifert
Lincoln Financial
David Lau
DPL Financial Partners
Paula Nelson
Global Atlantic Financial Group
David Blanchett
PGIM DC Solutions
Chip Roame
Tiburon Strategic Advisors
Tiburon CEO Summits
FA Mag
Fidelity Investments
Charles Schwab
Edward Jones
Merrill Lynch
EY
Nalika Nanayakara
Jud Mackrill
Milemarker
Mammoth Technology
Jonathan Michael
Wealth Advisors
Dr. Vinay Nair
TIFIN
Amy Young
Microsoft
Eric Arnold
Hail Education
Mad River Reflection by Jack Sharry

Connect with our hosts

LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter

Subscribe and stay in touch

Apple Podcasts
Spotify
LinkedIn
Twitter
Facebook