WealthTech on Deck
154 episodes - English - Latest episode: 4 days ago - ★★★★★ - 16 ratingsWealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
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Episodes
Longevity, Retirement Planning, and Empowering Advisors with Frank McAleer
April 19, 2022 07:00 - 29 minutesRetirement planning is evolving in an interesting way as the baby boomer generation retires. As life expectancy is rising and retirees are coming in waves, it's necessary to create better retirement plans. In today’s episode, Jack talks with Frank McAleer, Senior Vice President of Wealth Planning, Global Wealth Solutions at Raymond James, a global financial services firm that focuses on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Bringing...
A WealthTech on Deck Year in Review: The Best Themes, the Most Popular Episodes, and a Look Forward with Jack Sharry and Matt Nollman
April 12, 2022 07:00 - 31 minutesThis episode marks the one-year anniversary of the WealthTech on Deck Podcast. Taking a look back at the last 50 episodes, Matt Nollman, VP of Marketing at LifeYield takes the lead and interviews regular host, EVP & Chief Growth Officer at LifeYield, Jack Sharry. Jack is a leading industry voice on wealthtech, UMH, and the future of financial advice. His mission is to help investors, financial advisors, and firms achieve improved financial outcomes. Matt leads LifeYield’s marketing team, str...
Maximizing Retirement Income with Steve Zuschin
April 05, 2022 07:00 - 21 minutesAs more and more baby boomers are approaching retirement, advisors are encountering a unique set of challenges, including funds for retirement. With inflation and taxes on the rise, what can financial advisors do to maximize retirement income? In today’s episode, Jack talks with Steve Zuschin, Executive Vice President of Enterprise Technology Adoption at LifeYield. Steve has more than a decade of experience in financial services, advisor technology, and sales. He is an expert in sales leaders...
Achieving Financial Stability In The Golden Years with Aaron Schumm
March 22, 2022 07:00 - 26 minutesSaving money is something that should start early in life, but it's never too late to get started. Saving can be difficult at times, but there are ways to make it easier. In this episode, Jack talks to Aaron Schumm, Founder and CEO of Vestwell. Aaron brings nearly 20 years of fintech and finserv experience from industry-leading companies. He founded Vestwell in 2016 to close the American savings gap by modernizing the way individuals and small businesses save. Prior to Vestwell, Aaron co-fou...
Creating Better Retirement Solutions Through Technology with Cheryl Nash and Steve Gresham
March 15, 2022 07:00 - 27 minutesAs the population of retirees continues to grow, this puts a lot of stress on the traditional retirement system. Finding better retirement solutions is becoming increasingly important. What can financial advisors and industry leaders do to provide better retirement planning and solutions? In today’s episode, Jack talks with Cheryl Nash, CEO of Financial Supermarket at InvestCloud, an established and trusted leader in wealth technology, and Steve Gresham, CEO of The Execution Project, a wealt...
Unifying Data and Integrating Systems to Maximize Growth with Adrian Johnstone
March 08, 2022 08:00 - 23 minutesData is the lifeblood of business. It’s what drives decisions, helps optimize operations, and fuels innovation. Businesses need to have a good understanding of their customer base, as well as their industry as a whole. The world is moving forward, and with it comes new opportunities for businesses to thrive. How can financial firms and advisors harness the power of data to accelerate their growth? In today’s episode, Jack talks with Adrian Johnstone, Co-Founder and President of Practifi, an e...
A Marketing Playbook that Disrupts Traditional Models with Megan Carpenter
March 01, 2022 08:00 - 29 minutesMarketing is all about connecting with your audience in a way that resonates with them. One of the best ways to do this is by being authentic and vulnerable. People can see through a false persona. They do not want to see or hear perfect marketing, they want to see and hear real people. How can businesses leverage these qualities to connect with their customers in a meaningful way? In today’s episode, Jack talks with Megan Carpenter, CEO and Co-Founder of FiComm Partners, named to InvestmentN...
The Intersection of Digital Marketing and Financial Advice with Robert Sofia
February 22, 2022 08:00 - 29 minutesThere are many things that go into a successful financial planning firm. One of the most important is marketing. Financial planners are good at connecting with people and helping them achieve their financial goals, but they're usually not great at marketing themselves. When marketing becomes a barrier to growing a financial advisory business, how can financial planners stand out, gain more clients, and scale their companies? In today’s episode, Jack talks with Robert Sofia, Founder, Chairman,...
Tax-Smart Investment Strategies with Paul Gamble
February 15, 2022 08:00 - 29 minutesWhen it comes to providing financial services, it is important to remember that one size does not fit all. Not only is this important for the advisor-client relationship, but it can also lead to increased business and better outcomes for clients. As the marketplace changes, how can tax-smart investment strategies help both advisors and their clients achieve their financial goals? How can companies stay ahead of the curve when it comes to implementing effective tax strategies into their operat...
Integrating Technology, Managing Risk, and Simplifying the Complex with Tricia Rothschild
February 08, 2022 08:00 - 29 minutesRisk occurs everywhere in the world of finance, it’s inevitable. As the global business and economic market continue to evolve, so do the risks. With businesses moving forward, how can technology integration in the wealth management industry help mitigate risks? In today’s episode, Jack talks with Tricia Rothschild, Vice-Chair at the CFA Institute Board of Governors, Board member at Riskalyze, and Advisory Board Member at The TIFIN Group and the Financial Fitness Group. Over the course of her...
A Tax-Smart and Risk-Smart Way of Managing Portfolios with Damon Deru
February 01, 2022 08:00 - 26 minutesRebalancing is one of the most important tasks performed by financial advisors. But in an increasingly complex world where markets are moving faster, clients are not the only ones who need guidance. Advisors need solutions to overcome roadblocks that impede their ability to provide the best service to their clients. With the right technology, advisory firms are able to reduce the time needed to rebalance portfolios, as well as manage tax and risk more effectively. In today’s episode, Jack tal...
Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke
January 25, 2022 08:00 - 27 minutesTechnological disruptions have revolutionized the way financial institutions serve their clients. Integrating technology into financial systems not only strengthens product, but also creates a seamless ecosystem across the wealth management spectrum. In today’s episode, Jack talks with Ben Huneke, Managing Director and Head of the Investments Solutions Group at Morgan Stanley Wealth Management. Ben is the senior executive in charge of all of Morgan Stanley's retail products and platforms for ...
Using Modern Annuity Solutions in Retirement Portfolios with David Lau
January 18, 2022 08:00 - 38 minutesIn today’s episode, Jack talks with David Lau, Founder and CEO of DPL Financial Partners. David has been a pioneer in creating products, platforms, and distribution systems that help RIAs implement appropriate annuity products into household portfolios. David’s wealth of experience goes all the way back to his first job as CMO at Telebank, the first internet bank. David talks with Jack about the impact of telemarketing on RIAs, fee-based vs. commission-based structures, and the integration of...
The Influence of Human Behavior on Financial Planning with Jess Liberi and Michael Liersch
January 11, 2022 08:00 - 27 minutesThe choices people make about their financial future are some of the most important decisions in their lives. Knowledge and experience affect decision-making, but so do emotional and cognitive biases. How can people overcome their biases and achieve their financial objectives? In today’s episode, Jack talks with Jess Liberi, Head of Product at eMoney Advisor, and Michael Liersch, Head of Advice & Planning at Wells Fargo. As the Head of Advice & Planning at Wells Fargo, Michael is responsible...
The Evolution of Risk Solutions and the Multi-Platform Future with Aaron Klein
January 04, 2022 08:00 - 29 minutesRisk has always been a part of financial advice and strategy. But what does it really entail, both for advisors and for their clients? In today’s episode, Jack talks with Aaron Klein, Co-Founder & CEO of Riskalyze. Aaron is an innovator in helping advisors and clients understand and manage risk. He started Riskalyze a decade ago with a small team and invented risk solutions like the Risk Number and the Risk Alignment Platform. Aaron talks with Jack about the evolution of risk solutions, the i...
The Changing Relationship Between People and Tech with Christina Townsend
December 21, 2021 08:00 - 29 minutesIn this episode, Jack talks with Christina Townsend, Managing Director and Head of Relationship Management, Consulting, and Platform Strategy at BNY Mellon’s Pershing. Christina coaches RIA firms on how to make smart technology decisions and how to devise strategies to strengthen their relationships with investors. For more than two decades with Pershing, Christina was able to work directly with clients and was responsible for product management and implementation. Christina talks with Jack a...
Solving Complex Problems and the Role of Technology with Jasmine Jirele: Part II
December 14, 2021 08:00 - 21 minutesIn this episode, Jack continues his conversation with Jasmine Jirele, President and CEO of Allianz Life Insurance Company of North America. A primary component of Jasmine’s approach to her newly appointed CEO role is her focus on building great teams. Having a cross-functional background, she’s seen the benefit of having the right people in the right roles to leverage opportunities appropriately. Jasmine has also pushed forward initiatives to ensure that the right technology is in place to su...
Strengthening Product Innovation and Distribution with Jasmine Jirele: Part I
December 07, 2021 08:00 - 20 minutesIn this episode, Jack talks with Jasmine Jirele, President and CEO of Allianz Life Insurance Company of North America. As the head of one of the most successful insurance companies in the country, Jasmine brings a fresh take to the CEO role as she brings the company into its next phase. Jasmine committed much of her career to financial services and eventually landed her dream job as the Chief Growth Officer at Allianz where she was able to coordinate projects within operations, marketing, and...
The Booming Retirement Wave, UMH, and Meaningful Client Engagement with Mark Hoffman
November 30, 2021 08:00 - 32 minutesThis time of year often calls for reflection. As we look back on 2021 and to the year ahead, we’re flipping the script and handing LifeYield’s VP of Marketing Matt Nollman the reins. Today, Matt interviews our regular host Jack Sharry as well as guest Mark Hoffman, CEO and Founder of LifeYield. Due to the pandemic and a rapidly shifting demographic, firms have had to react quickly to meet new and rising client demands. At the forefront of those rising demands, LifeYield has learned quite a b...
Leveraging APIs as a Strategic Advantage with Brian Ross
November 16, 2021 08:00 - 29 minutesIn this episode, Jack talks with Brian Ross, CEO of Flyer Financial Technologies. Brian started as an engineer with JPL and NASA, but has always been interested in fintech. At BlackRock he helped build a software company that specialized in commercial mortgage-backed securities and commercial loans. Now, with Flyer, Brian is focused on building trading technology that brings together major custodians and brokers through APIs. Brian talks with Jack about the three essential approaches to smar...
Intelligent Portfolio Withdraws and Account Coordination with Rose Palazzo
November 09, 2021 09:00 - 37 minutesIn this episode, Jack and co-host Steve Zuschin talk with Rose Palazzo, Group Head at Envestnet | MoneyGuide. As the former Head of Financial Planning at Morgan Stanley, Rose helped develop the leading technology required to make UMH a reality for RIAs and larger firms alike. Her approach to knowing when to buy or build technology and evaluating partners allowed for rapid and effective development. With more than 20 years of experience in the financial services industry, Rose has seen the ne...
The Pathway to Digital Empowerment with Tricia Haskins
November 02, 2021 08:00 - 25 minutesIn this episode, Jack talks with Tricia Haskins, head of technology and platform consulting at Fidelity Investments. Tricia is an influential and thought-provoking leader in the wealth management industry. Her passion to help businesses innovate, scale, and better engage with clients goes beyond the walls of Fidelity. As a keynote speaker, Tricia is well-known for always bringing the industry up to speed on the future of financial services and wealth management. Tricia talks with Jack about t...
Asset Allocation, Client Engagement, and Financial Wellness with Steve Zuschin
October 26, 2021 08:00 - 28 minutesIn this episode, Jack talks with Steve Zuschin, Executive Vice President at LifeYield. From years of experience in sales and finance management, Steve has mastered the art of client engagement and has a deep understanding of client needs and wants. Through technology and tools, he and his team at LifeYield create statistics that can help provide the best solutions for clients. Steve talks with Jack about using tools to optimize asset allocation, engaging with clients efficiently for smooth c...
Boosting Lead Generation and Embracing Client-Focused Strategies with Steve Gresham
October 19, 2021 08:00 - 31 minutesIn this episode, Jack talks with returning guest, Steve Gresham. Steve is the CEO of The Executive Project, a consulting firm that provides tools and training for financial advisors. As an industry leader, Steve has spent time in many different roles. Outside the office, he is an ardent advocate for rethinking, reimagining, and restructuring the concept of retirement. Steve has been a long-time proponent of shaking up the industry and inviting more channel collaboration across teams. Steve ...
Cyber Security, Personalization, and the Future of UMH with Nicole Casperson
October 12, 2021 08:00 - 30 minutesIn this episode, Jack talks with Nicole Casperson, FinTech reporter for InvestmentNews. Nicole is well-known for covering innovation and wealth tech trends in finance. Recently, she has been developing strategic innovations in UMH. Prior to her experience in fintech, Nicole wrote for trade publications in the housing and mortgage industry. Jack and Nicole talk about the importance of cyber security in finance, the impact of personalization, and the future of UMH. “UMH needs to evolve beyond...
Creating a Frictionless Investor Experience with Noreen Beaman
October 05, 2021 08:00 - 25 minutesIn this episode, Jack talks with Noreen Beaman, President of Orion Advisor Solutions. It’s been a year since the Brinker and Orion merger and Noreen is already harvesting the fruits of her efforts. The open-architecture experience she’s bringing to the table is creating an exciting ecosystem for engaging with advisors. She's thrilled to be at the forefront of advisor empowerment and wants to advocate more for the human component of portfolio management. Noreen talks with Jack about creating p...
Implementing UMH Overlays and Amplifying Existing Systems with Martin Cowley
September 14, 2021 08:00 - 34 minutesIn this episode, Jack talks with Executive Vice President of Product Development at LifeYield, Martin Cowley. Martin is one of the pioneers in building UMH solutions in the industry. Through technology, he's been developing the most efficient and effective ways to improve outcomes for clients. Martin and Jack discuss the benefits of UMH implementation on asset allocation, tax drag minimization, and operational improvement. “There's a lot of listening involved. A lot of time is spent understa...
Optimization and Personalization Using Algorithms with Dana D’Auria
September 07, 2021 08:00 - 31 minutesIn this episode, Jack talks with Dana D’Auria, Co-Chief Investment Officer at Envestnet, Inc. Dana is an all-around leader at Envestnet, overseeing investors' capabilities, due diligence platform research, overlay services, non-traditional assets, and many more areas. With such scope, her chief responsibility is to connect the dots, identify what fits in the puzzle, and offer a simplified solution to achieve better outcomes for advisors. Before joining Envestnet, Dana worked for Symmetry for ...
Creating Digital Marketplace Platforms with Keith Gregg
August 31, 2021 08:00 - 28 minutesIn this episode, Jack talks with Keith Gregg, Founder, and CEO of Chalice Network, a fintech company based in San Diego. Keith has more than three decades of experience in financial services and executive leadership. During the first part of his career, he served as a financial advisor and created his first independent business focused on planned giving. Keith also served in the US Marine Corps and was the recipient of the Presidential Service Award from President Ronald Reagan. Keith and Ja...
Integrating Advanced Risk and Tax Management in UMAs with Lee Chertavian
August 24, 2021 08:00 - 24 minutesIn this episode, Jack talks with Lee Chertavian, Operating Partner at Long Ridge Equity Partners. Lee is one of the pioneers in the advisory space. He was the CEO of Placemark, a sophisticated asset management company, which was purchased by Envestnet seven years ago. Lee led its growth to nearly $16 billion in assets under management with more than 45,000 clients. Furthermore, Lee finished his MBA with distinction at Harvard Business School. Lee and Jack discuss the improved tax management i...
Social Security Optimization with Jeff Quigley
August 17, 2021 08:00 - 29 minutesIn this episode, Jack talks with Jeff Quigley, Vice President of Enterprise Relationships at LifeYield about navigating the world of social security. They’re also joined by Alyson Dorosky, Marketing and Social Security Specialist at LifeYield. Jeff helps thousands of advisors understand and implement LifeYields’ Social Security+ solution through group training and seminars. Alyson is a technical lead at LifeYield and covers the gamut of client services, including helping advisors keep track o...
Creating the Ideal Client Experience with Scott Holsopple
August 10, 2021 08:00 - 28 minutesIn this episode, Jack talks with Scott Holsopple, Chief Growth Officer at Hightower Advisors. Scott has 20 years of experience in investment banking, private equity, and wealth management. Scott and his team at Hightower work with firms to help them stand out and achieve the vision for the next chapter of their business. Scott and Jack discuss what goes into a thoughtful client experience and how adding value and scale helps achieve organic business growth. "We’re in an ever more competitive ...
Human Intervention and the Rise of FinTech with Paul Deer
August 03, 2021 08:00 - 28 minutesIn this episode, Jack talks with Paul Deer, Vice President of Advisory Service at Personal Capital. Paul oversees a team of more than 60 financial advisors and their clients at Personal Capital, the first advisory firm of any scale to conduct their business online. In addition, Paul is passionate about hybridizing wealth technology with human interaction so you can provide holistic and personalized advice at the same time. Paul and Jack discuss the reinvention of retirement planning, the impo...
Risk Management Tools and the Future of Behavioral Finance with Daniel Crosby
July 27, 2021 08:00 - 29 minutesIn this episode, Jack talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. Daniel is a psychologist and a behavioral finance expert who helps advisors and investors understand the psychology of financial markets. He believes that through tools, such as the Irrationality Index and the new 3D Risk Profile from Orion, we'll be able to assess emotional reactions to volatility. Daniel and Jack discuss the benefits of risk management tools, the role of human behavior and p...
Building Your Firm’s Tech Stack with Jud and Kim Mackrill
July 20, 2021 08:00 - 36 minutesIn this episode, Jack talks with Jud and Kim Mackrill, Co-Founders and CMOs at Milemarker, Inc. Kim and Jud Mackrill are partners in life and in business. Together, they have built careers on providing solutions in tech integration for the finance world. Before Milemarker, they helped advisors innovate through their marketing company, Mineral Interactive. After Mineral’s acquisition, Kim and Jud led the rebranding of Carson Group. Kim, Jud, and Jack discuss harnessing the power of data, moder...
Narrative Economics and Leveraging Data Sets with John Connors
July 13, 2021 08:00 - 25 minutesIn this episode, Jack Sharry talks with John Connors, the Founder and CEO of Boathouse Inc. Before building his firm in 2001, John worked for corporations such as Hill Holiday and McCann Worldgroup. John’s vision of success and high performance as a marketer was greatly influenced by these industry pioneers and set him on the path to building his own firm. John talks about why maintaining clients over the long-term is essential to success. High client retention is a matter of having a connect...
Innovating and Integrating Tech in the Financial Industry with Heather Kelly
July 06, 2021 08:00 - 26 minutesIn this episode, Jack Sharry talks with Heather Kelly, the Senior Vice President of Advisory and Strategic Accounts at Allianz Life Insurance Company of North America. Heather has been in the industry for over 25 years. However, if she was asked at the beginning of her career what wealth tech means, and what it would mean after decades, she would brush it off and continue doing what the mentors before her told her to do. Heather has been in different roles in different big insurance companies...
The Power of UMH with Len Reinhart
June 29, 2021 07:00 - 35 minutesIn this episode, Jack Sharry talks with Len Reinhart, a pioneer in the UMH industry and founder of several successful advisory firms. Len began discussing the subject of separately managed accounts, managed money, an advisory approach, and, of course, UMH, nearly 20 years ago. As a baby boomer himself, Len witnessed firsthand the diminishing benefits for boomers as retirement suddenly became their primary responsibility. Simultaneously, he began his career working with managed money where th...
Quantifying Value, Rollovers and Retirement, and Connecting the Dots with Harry Bartle & Steve Zuschin
June 22, 2021 07:00 - 35 minutesIn this episode, Jack Sharry talks with LifeYield colleagues Harry Bartle and Steve Zuschin. Harry is the EVP of Enterprise Sales while Steve is the EVP of Enterprise Technology Adoption. What should I do with my rollover? When should I take social security? As money in motion is underway, these questions become a high priority for retiring clientele. Leading the innovation arms at LifeYield, Harry and Steve unpack the solutions they’ve helped develop that allow advisors to better serve thei...
Holistic Solutions, Intelligent Automation, and the Future of Asset Management with Yaqub Ahmed and Harshendu Bindal
June 15, 2021 07:00 - 32 minutesIn this episode, Jack Sharry talks with Yaqub Ahmed and Harshendu Bindal of Franklin Templeton. Yaqub is Head of the U.S. Investment-Only Division while Harshendu leads Digital Strategy and Wealth Management. While his parents wanted Yaqub to pursue medicine, Yaqub fell in love with financial services and began his career as a record keeper in an asset management organization. Having spent the last 11 years at Franklin Templeton, today Yaqub focuses on the U.S. retirement insurance sub-advis...
How Tech Drives Innovation & Accelerating Through Integration with Andrew Salesky
June 08, 2021 07:00 - 24 minutesIn this episode, Jack Sharry talks with Andrew Salesky. Andrew leads Digital Advisor Solutions at Charles Schwab, overseeing a suite of tech platforms used by more than 7,500 independent advisory firms working with Schwab. Having worked at Schwab for more than 20 years, Andrew has held jobs big and small under the Schwab umbrella – from branch leadership to running schwab.com and driving the growth of “Schwab startups” like Schwab Private Client. Andrew even worked as their first Global Data...
Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo
June 01, 2021 07:00 - 30 minutesIn this episode, Jack Sharry talks with Rose Palazzo and Eric Lordi from Morgan Stanley. Rose heads financial planning while Eric leads efforts across WealthDesk, a place for advisors to manage household portfolios. At Morgan Stanley, Rose and Eric have been instrumental in building the industry’s most comprehensive wealth management platform. Creating a comprehensive ecosystem and saying goodbye to the more siloed industry standard is no easy feat. Eric and Rose have leaned on their prospec...
Balancing Technology and Personalization and Giving Digestible Advice with John Thiel
May 25, 2021 07:00 - 25 minutesIn this episode, Jack Sharry talks with John Thiel, former Head of Wealth Management at Merrill Lynch and longtime advocate for comprehensive advising. John began his career in public accounting where he realized the impact of tax law on financial planning and decision-making. He was eventually recruited into the insurance business and, while it wasn’t popular at the time, John became an advocate for financial advising as he rose through the ranks at Merrill Lynch. While the industry has mad...
Driving Digital and Communicating Effectively with Samantha Russell and Matt Nollman
May 18, 2021 07:00 - 29 minutesIn this episode, Jack Sharry talks with Samantha Russell, Chief Evangelist at FMG Suite, and Matt Nollman, VP of Marketing at LifeYield. The two share their expertise on all things digital communication. Six years ago, Samantha’s husband stumbled upon a problem with seemingly no solution. Every advisor at a firm had an identical web presence. So he created Twenty Over Ten, an easy-to-use website platform for financial advisors. Sam hopped on board to lead sales and marketing and when Twenty ...
Behavioral Psychology and Supporting Proactive Advisors with Eric Clarke
May 11, 2021 07:00 - 30 minutesIn this episode, Jack Sharry talks with Eric Clarke, CEO of Orion Advisors. Eric is committed to improving client outcomes through strategic acquisitions and smart technology. Straight out of grad school, Eric began his career as an asset management wholesaler. The company he worked for was experiencing operational challenges and, eventually, Eric realized the fiduciary IRA business needed stronger technology. At the time, available tech was only built for the brokerage business rather than a...
Using Transparent Data and Personalization to Build Trust and Improve Client Outcomes with Lori Hardwick
May 04, 2021 07:00 - 28 minutesIn this episode, Jack talks with Lori Hardwick, Chairman of Riskalyze and Board Member at firms like Orion Advisor Tech and Cetera Financial Group. Lori began climbing the financial services ladder working as a wholesaler. In 1997 she had her first baby and realized the wholesaler lifestyle didn’t mesh with motherhood. So she pitched an idea to her senior executive team about starting an RIA program back when RIAs were still relatively new to the industry. She then left to start her own firm,...
The Power of Software and Navigating an Ever-Changing Retirement Landscape with Mary Beth Franklin
April 27, 2021 07:00 - 32 minutesIn this episode, Jack Sharry talks with Mary Beth Franklin, a columnist and contributing editor at Investment News, specializing in social security, medicare, and retirement income. We’re living in a time where traditional retirement rules no longer apply, in part because of COVID-19’s dramatic impact on money in motion. As a result, helping clients navigate retirement is more complex than ever before. Having spent her career covering retirement from all angles – from policies on Capitol Hil...
Helping Your Clients Transition Into Retirement and the Importance of Innovation with Steve Gresham
April 20, 2021 07:00 - 38 minutesIn this episode, Jack Sharry talks with longtime colleague Steve Gresham, CEO of The Execution Project, a consulting firm that works with advisors and their firms to help advisors better serve the needs of retiring clientele. For many of us, the questions, stressors, and concerns of our clients are changing. As Baby Boomers hit retirement age, it’s our responsibility as advisors to help them afford healthcare and alleviate concerns about outliving their money. A believer in innovation, Gresh...
Keep It Simple, Score Everything, and Other Lessons From LifeYield with Mark Hoffman
April 13, 2021 07:00 - 28 minutesIn this episode, Jack Sharry talks with Chairman and CEO of LifeYield Mark Hoffman. In addition to leading the company, Mark is responsible for pulling resources and customers together to construct Unified Managed Households. Early in Mark’s career, a colleague’s father broached the idea of combining household assets to achieve client goals, particularly as advisors help clients prepare for retirement. Fast forward more than 30 years later, and that concept has taken shape at LifeYield. In t...
The Future of Human & Digital Advice, Why Tech Matters, and the Power of Personalization with Cheryl Nash
April 06, 2021 07:00 - 25 minutesIn this episode, Jack Sharry talks with Cheryl Nash, CEO of the Financial Supermarkets Division at InvestCloud. Cheryl unpacks her acquisition-filled journey to CEO and everything that makes InvestCloud an industry standout. Cheryl began her career as a data entrant at Security APL before automation was as widespread as it is today. Security APL was ultimately acquired by Fiserv which recently sold a 60% stake to Motion Partners. Cheryl was then appointed CEO of the newly branded Tegra118. Se...