WealthTech on Deck Year-End Review with Jack Sharry and Matt Nollman
WealthTech on Deck
English - December 20, 2022 08:00 - 31 minutes - ★★★★★ - 16 ratingsInvesting Business Marketing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
It’s been an amazing year for WealthTech on Deck podcast. Jack Sharry interviewed some inspiring and successful thought leaders in the financial services industry.
In this year-end edition of the WealthTech on Desk podcast, Jack Sharry, LifeYield's EVP, Chief Growth Officer, and show host, takes the spotlight as Matt Nollman, VP of Marketing, takes the host seat. WealthTech on Deck is the perfect podcast to get up to speed on the latest developments in the wealth management industry and learn about the people shaping its future.
After hearing a lot of interesting ideas, strategies, and important advances from leaders across the financial services industry, Jack shares his insights and lessons learned from leading industry figures in financial services.
Key Takeaways
[01:42] - The guests Jack describes as “sage implementers”.
[03:35] - The wise observers and consultants.
[04:51] - What makes Morgan Stanley a leading provider of comprehensive advice.
[07:26] - How Jed Finn and Ben Huneke make a difference in the financial industry.
[10:29] - Why Amanda Lott is regarded as one of the best asset managers.
[11:56] - What sage implementer means.
[14:22] - Why Martin Cowley's interview is interesting.
[17:11] - Among Jack's favorite episodes in the category of wise observers and consultants.
[23:11] - Jack's key takeaways from all the podcast episodes of 2022.
[25:49] - The advocacy Jack engages in outside of work.
Quotes
[09:22] - "A strategy without implementation is just a strategy, and both Jed Finn and Ben Huneke execute it thoughtfully and deliberately. They get things done in a very smart way." ~ Jack Sharry
[21:18] - "Retirement is no longer about couples walking hand in hand on the beach or playing their daily round of golf in a warm climate. When people think of retirement, it isn't about checking out. It's about engaging, embracing, and seeking out financial independence." ~ Jack Sharry
[23:45] - "The future of advice will play out on comprehensive wealth management platforms. A comprehensive and coordinated ecosystem is table stakes for firms to build, refine, and compete. In the coming years, that will be the competitive battleground." ~ Jack Sharry
Links
Ben Huneke
Jed Finn
Morgan Stanley
Rose Palazzo
Envestnet
MoneyGuidePro
J.P. Morgan
Frank McAleer
Raymond James
Deep Srivastav
AdvisorEngine
Martin Cowley
Chip Roame
Tiburon Strategic Advisors
Tiburon CEO Summits
Nalika Nanayakkara
EY
Jacquelyn Reardon
Franklin Templeton
E*Trade
Eaton Vance
Parametric | Eaton Vance
McKinsey
Workplace Financial Solutions | Morgan Stanley at Work
Amanda Lott
J.P. Morgan Private Bank
Jenny Johnson
Goals Optimization Engine (GOE®) | Franklin Templeton
Rich Cancro
Hale Education
Edmund Murphy
Empower
Ken Cella
Age Wave
Ken Dychtwald
Edward Jones
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify
It’s been an amazing year for WealthTech on Deck podcast. Jack Sharry interviewed some inspiring and successful thought leaders in the financial services industry.
In this year-end edition of the WealthTech on Desk podcast, Jack Sharry, LifeYield's EVP, Chief Growth Officer, and show host, takes the spotlight as Matt Nollman, VP of Marketing, takes the host seat. WealthTech on Deck is the perfect podcast to get up to speed on the latest developments in the wealth management industry and learn about the people shaping its future.
After hearing a lot of interesting ideas, strategies, and important advances from leaders across the financial services industry, Jack shares his insights and lessons learned from leading industry figures in financial services.
Key Takeaways
[01:42] - The guests Jack describes as “sage implementers”.
[03:35] - The wise observers and consultants.
[04:51] - What makes Morgan Stanley a leading provider of comprehensive advice.
[07:26] - How Jed Finn and Ben Huneke make a difference in the financial industry.
[10:29] - Why Amanda Lott is regarded as one of the best asset managers.
[11:56] - What sage implementer means.
[14:22] - Why Martin Cowley's interview is interesting.
[17:11] - Among Jack's favorite episodes in the category of wise observers and consultants.
[23:11] - Jack's key takeaways from all the podcast episodes of 2022.
[25:49] - The advocacy Jack engages in outside of work.
Quotes
[09:22] - "A strategy without implementation is just a strategy, and both Jed Finn and Ben Huneke execute it thoughtfully and deliberately. They get things done in a very smart way." ~ Jack Sharry
[21:18] - "Retirement is no longer about couples walking hand in hand on the beach or playing their daily round of golf in a warm climate. When people think of retirement, it isn't about checking out. It's about engaging, embracing, and seeking out financial independence." ~ Jack Sharry
[23:45] - "The future of advice will play out on comprehensive wealth management platforms. A comprehensive and coordinated ecosystem is table stakes for firms to build, refine, and compete. In the coming years, that will be the competitive battleground." ~ Jack Sharry
Links
Ben Huneke
Jed Finn
Morgan Stanley
Rose Palazzo
Envestnet
MoneyGuidePro
J.P. Morgan
Frank McAleer
Raymond James
Deep Srivastav
AdvisorEngine
Martin Cowley
Chip Roame
Tiburon Strategic Advisors
Tiburon CEO Summits
Nalika Nanayakkara
EY
Jacquelyn Reardon
Franklin Templeton
Eaton Vance
Parametric | Eaton Vance
McKinsey
Workplace Financial Solutions | Morgan Stanley at Work
Amanda Lott
J.P. Morgan Private Bank
Jenny Johnson
Goals Optimization Engine (GOE®) | Franklin Templeton
Rich Cancro
Hale Education
Edmund Murphy
Empower
Ken Cella
Age Wave
Ken Dychtwald
Edward Jones
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify