WealthTech on Deck
154 episodes - English - Latest episode: 9 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
Transforming the Financial Decision-Making Process with Michael Liersch
March 30, 2021 07:00 - 23 minutesIn this episode, Jack Sharry talks with Michael Liersch, Head of Advice & Planning at Wells Fargo. They dive into Michael’s transformative approach to financial decision-making and what drives his desire to improve financial opportunities for future generations. With a background in academia, Michael took a somewhat unusual path to the financial industry. Growing up in a household where money wasn’t always well-handled, he became fascinated with his own financial psychology and knew his caree...
Experimentation, the Impact of Consumer Trends, and How Tech Will Transform the Advisor Space with Dani Fava
March 23, 2021 07:00 - 29 minutesIn this episode, Jack Sharry talks with Dani Fava, Head of Strategic Development at Envestnet. Envestnet’s mission is to make financial wellness widely accessible. Having entered the financial tech world in a non-traditional way, Dani encourages others to embrace what makes them unique. After unintentionally impressing a firm with her technical abilities, Dani found herself catapulted into the world of wealth technology, eventually landing at TD Ameritrade where she launched a web-based reba...
Personalization, Scaling Efficiently, and Serving the Underserved with Ed Murphy
March 16, 2021 07:00 - 25 minutesIn this episode, Jack Sharry talks with Ed Murphy, CEO of Empower Retirement. Empower is the second-largest retirement plan recordkeeper with more than one trillion dollars in assets for more than 12.5 million Americans. The chaos of 2020 has launched more people into retirement than ever before. In fact, a recent study suggests that four times as many people retired in 2020 versus 2019. To stay agile, advisors must adapt to an ever-changing demographic with ever-changing preferences. And no...
Introducing: WealthTech on Deck!
February 25, 2021 22:24 - 3 minutesWealthTech on Deck is a new podcast from LifeYield about the future of wealth management technology. We created this podcast specifically for wealthtech innovators, financial services executives, fintech product leaders, and financial advisors who want to stay ahead of the wealthtech game. Join us each week as our CMO, and host of the show, Jack Sharry, talks with industry leaders looking to build the wealthtech platforms of the future. We promise to keep it short, sweet, and valuable. Our ...