WealthTech on Deck
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Host Jack Sharry engages financial services executives who are solving specific challenges around fintech ecosystems and household wealth technology.
Episodes
How Technology and Operations Enable Total Wealth Advice with Alok Kapoor and John Hogarty
This week, Jack Sharry talks with Indivisible Partners' Founder and Chief Technology Officer, Alok Kapoor, and Founder and Chief Operating Officer, John Hoharty. Alok oversees and guides the firm's technology direction and brings leadership experience from Fidelity Investments and Merrill Lynch. John leads the company's growth by optimizing operations and technology, with a track record of managin
Five Key Trends Reshaping the Investor Landscape with Andrew Guillette
This week, Jack Sharry talks with Andrew Guillette, Vice President of Global Insights at Broadridge. Founder of Verge Advisory and former COO of Cerulli, Andrew has a track record of delivering industry-leading market research to U.S. asset managers. With specialized expertise in research and product development, he can leverage cutting-edge technologies to transform business operations and create
Scaling an Independent RIA Without Losing Your Culture with Randy Morris and Seamus O’Brien
This week, Jack Sharry talks with Summit Wealth Group Founder & CEO Randy Morris and Head of Advisor Success Seamus O’Brien. After leading the firm’s successful transition to independence, Randy and Seamus are now focused on building an advisor-first organization designed for long-term growth. Randy brings more than four decades of industry leadership, while Seamus draws on more than 25 years of e
Driving Growth Through Operational Scale with Jack Hannah
This week, Jack Sharry talks with Jack Hannah, President & Chief Operating Officer at GeoWealth. Jack oversees the firm's operations, service, and both digital and investment product divisions. He is also fully dedicated to GeoWealth's strategic business initiatives, ensuring that the platform's capabilities evolve in line with their clients' unique needs.
Jack talks about what enables firm
Institutionalizing Organic Growth with Rick Kent & Kay Lynn Mayhue
This week, Jack Sharry talks with Merit Financial Advisors' CEO & Founder, Rick Kent, and President, Kay Lynn Mayhue. Rick is an entrepreneur and visionary leader who founded Merit on a servant-leadership philosophy and a commitment to helping individuals reach their financial goals while supporting fellow advisors and entrepreneurs in meeting their professional goals. Kay Lynn has played many rol
Beyond the Hype: How AI Makes a Difference in Wealth Management with Rob Pettman
This week, Jack Sharry talks with Rob Pettman, President and Chief Revenue Officer at TIFIN. Rob brings more than 20 years of leadership experience across wealth management, investment platforms, and financial technology. Before joining TIFIN, he spent 19 years at LPL Financial, most recently as Executive Vice President of Wealth Management Solutions.
Rob talks with Jack about the hype surroundin
Advisor Shortage, AI, and the Next Growth Model with Vlad Golyk
This week, Jack Sharry talks with Vlad Golyk, Partner and Leader of McKinsey's North America Wealth Management Practice. Vlad works closely with wealth and asset managers, focusing on growth, transformation, and the evolution of operating models. He is a co-author and lead contributor to two recently released reports, The Looming Advisor Shortage in US Wealth Management and US Wealth Management in
Why Advisor Capacity Is the Future of Growth with Steve Gresham
This week, Jack Sharry talks with Steve Gresham, Founder and Managing Principal at NextChapter. With more than 40 years in asset and wealth management, Steve has spent his career working on growth issues as an executive and as an advisor to executives. He has also played a key role in developing major industry innovations, including managed accounts, target-date funds, wealth strategies, and pract
Operationalizing AI: Turning Technology into Sustainable Organic Growth with Alois Pirker
This week, Jack Sharry talks with Alois Pirker, Founder & CEO of Pirker Partners. For 25 years, Alois has worked with many leading wealth management firms and providers globally. Today, he advises firms, vendors, and investors on where the industry is headed, grounded in real conversation, real data, and real-world execution.
Alois talks with Jack about how firms navigate the convergence of AI, o
The Convergence Era: Advancing Advisor Technology and Client Experience with Bradley Kellum
This week, Jack Sharry talks with Bradley Kellum, Partner and Head of Wealth Management for North America at Oliver Wyman. Brad is a leader in wealth management technology focused on improving how advisors leverage systems to deliver better client outcomes. With deep experience across advisory platforms and digital transformation, Bradley brings a strategic perspective on how technology can unlock
How Unified Managed Household Was Born with Len Reinhart
This week, Jack Sharry talks with Len Reinhart, President of Reinhart Consulting Group and a pioneer in fee-based advisory services. Len has spent decades shaping the evolution of wealth management, from his early days in large brokerage firms to helping build and scale some of the industry’s first fee-based advisory platforms.
Len and Jack take a walk down memory lane to discuss the origins of U
Integrating Fee-Based Annuities into Household Wealth Management with David Lau
This week, Jack Sharry talks with David Lau, Founder & CEO at DPL Financial Partners. David is an innovator and disruptor in the financial services industry and one of the pioneers in fee-based annuities and in making annuities more accessible. His firm focuses on integrating innovative insurance products into a fee-based advisory practice, helping advisors deliver greater value and better outcome
How AI-Native Platforms Transform Advisor Workflows with Bassam Chaptini and Rabih Ramadi
This week, Jack Sharry talks with the Co-Founders of Avantos, Bassam Chaptini and Rabih Ramadi. With deep experience in financial technology and enterprise systems, Bassam and Rabih are rethinking how advisors interact with data, clients, and the broader advisory ecosystem.
Bassam and Rabih discuss how they built an AI-native operating system that unifies client data, streamlines onboarding, and
How Edward Jones Scales Advice for High-Net-Worth Clients with Tom Lewandowski
This week, Jack Sharry talks with Tom Lewandowski, Principal and Leader of the High-Net-Worth (HNW) Segment at Edward Jones. Tom leads the development and execution of strategies to better serve HNW households, including defining a unique value proposition for clients and branch teams, product and service strategy, pricing, compensation, operations and infrastructure, integration, and internal and
Adoption Over Hype: What Actually Drives Growth in Wealth Management with Scott Smith
This week, Jack Sharry talks with Scott Smith, Senior Director of Advice Relationships at Cerulli Associates. Scott leads research on financial advisor trends, client engagement, and the evolving wealth management landscape. In his role, Scott works closely with wealth management firms across the industry, helping them understand advisor behavior, emerging technology adoption, and the strategic fo
Modernizing Legacy Wealth Firms with John Yackel
This week, Jack Sharry talks with John Yackel, Executive Vice President and Head of Wealth Management at Janney Montgomery Scott. With more than three decades of experience across wealth management, financial services, and fintech, John has built a career focused on helping firms modernize their technology, scale advisor platforms, and deliver comprehensive advice to clients.
John joins Jack to d
Architecting the Future of Financial Advice with Amy Young
This week, Jack Sharry talks with Amy Young, Founder of Advice Architects. Amy Young is a longtime wealth-management strategist and former Microsoft managing director who has spent three decades at the intersection of capital markets, consulting, and technology partnerships. After working with major financial institutions on data and generative-AI initiatives, she founded Advice Architects, a cons
2025’s Biggest WealthTech Shifts with Jack Sharry
In this year-in-review episode, Matt Nollman, Head of Product Marketing at SEI LifeYield and Producer of WealthTech on Deck, steps into the host chair and interviews Jack Sharry on the five defining WealthTech themes of 2025. From household-level tax optimization and AI-powered advisor capacity to the industry’s struggle with organic growth, the mainstreaming of alternatives, and the rise of human
Designing the Next Wave of Technology-Driven Businesses with Sneha Shah
This week, Jack Sharry talks with Sneha Shah, Executive Vice President and Head of New Business Ventures at SEI. Sneha brings more than 25 years of global leadership experience across data, technology, and human-centered innovation.
Jack and Sneha explore how innovation actually takes root inside large financial services organizations. Sneha shares how SEI is incubating new ideas, empowering emp
The Great Convergence in Wealth Management with Garrett Beam
This week, Jack Sharry talks with Garrett Beam, Head of Digital Solutions at Cetera Financial Group. Garrett drives the product vision, strategy, experience, design, and execution across various platforms and products to support Cetera's overarching strategic plan. He collaborates closely with the users and internal teams, including development and engineering, quality assurance, marketing, traini
Key Findings from the 2025 MMI Investment Advisory Pulse Survey with Tim Kresl and Ashley Wood
This week, Jack Sharry talks with Tim Kresl, Managing Principal & Head of US Client Success, and Ashley Wood, Managing Principal in Data & Analytics at Broadridge. Tim specializes in market strategy and quantitative analysis, while Ashley brings a strong background in client engagement and innovative financial solutions. Tim and Ashley team up to help asset managers create more data-driven distri
Why the Future of Financial Advice Is Human-Led and AI-Enabled with Michael Liersch
This week, Jack Sharry talks with Michael Liersch, Chief Planning Officer at Edelman Financial Engines. Michael acts as the production arm at Edelman. He leads the firm's strategic agenda around the convergence of financial planning, advice, technology, operations, investment solutions, and user experience. With a distinguished career spanning academia and financial services, Michael is also known
Five Trends Reshaping the Future of Wealth Management with Chip Roame
This week, Jack Sharry talks with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors & Tiburon CEO Summits. Chip is a leading strategic advisor to 700+ Tiburon corporate member firms and other clients, primarily advising CEOs, senior executives, and boards of directors of wealth and investment management firms. He is responsible for all of Tiburon's research and advisory activiti
Why Tax-Smart Infrastructure Is the Future of Wealth Management with Arthur Worthington
This week, Jack Sharry talks with Arthur Worthington, Managing Director of Strategic Business Development & Integration at SEI. With more than a decade of experience working directly with financial advisors, Arthur brings a rare blend of investment, technology, operations, and distribution expertise. In his current role, he leads the integration of major acquisitions—including LifeYield and Strato
Building the Bridge to a Better Retirement with David Goldman
This week, Jack Sharry talks with David Goldman, Chief Business Officer at Pontera. At Pontera, David leads strategy, partnerships, and the company’s mission to help Americans retire with greater security by giving financial advisors secure access to their clients’ held-away retirement accounts.
Jack and Dave discuss how Pantera is transforming the retirement landscape by empowering investors and
Empowering Advisors: Technology and Financial Psychology in Action with Morgan Bell
This week, Jack Sharry talks with Morgan Bell, Managing Director of Advisory at Constellation Wealth Capital. Morgan leads the firm's technology consulting efforts and focuses on helping advisors and firms optimize technology for efficiency and growth. As a CFP® with an MBA in financial psychology and behavioral finance, Morgan offers a distinctive perspective that merges technological expertise
Enabling Advisors to Serve Aging Clients and Multigenerational Families with Suzanne Schmitt
This week, Jack Sharry talks with Suzanne Schmitt, Managing Director at Next Chapter. Suzanne brings a wealth of knowledge from her extensive career at firms such as Fidelity Investments, New York Life Insurance, Prudential Financial, and Lincoln Financial. At Next Chapter, Suzanne reframed and realigned needs to outcomes that benefited advisors and three generations of clients and their families.
From Wirehouse to Independence: Developing Complete Wealth Managers with John Amore
This week, Jack Sharry talks with John Amore, President of Kestra Financial. John is committed to building out capabilities that empower advisors and support the financial independence of their clients. He focuses on creating a thriving community of complete wealth managers. Before becoming President, John led Kestra's Wealth Management division, where he drew on his global leadership experience t
The Digital Advantage: Enhancing Client Engagement and Advisor Independence with Ritik Malhotra
This week, Jack Sharry talks with Ritik Malhotra, Founder & CEO of Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice. Ritik shares how his frustration with outdated advisor technology pushed him to design an AI-powered platform that helps financial advisors grow, operate efficiently, and deliver better client experiences. He highlights
Turning Conversations into Compliance-Ready Records with Parker Ence
This week, Jack Sharry talks with Parker Ence, CEO & Co-founder of Jump Advisor AI, a fast-growing startup that brings an AI-enhanced client meeting cycle to financial advisors. Parker is an entrepreneur and operator with 12 years of CEO/Co-founder experience across advisortech, data/DaaS, AI, SaaS, and insurtech.
Jack and Parker discuss how Jump helps RIAs and broker-dealers slash client meetin
From Spreadsheets to Smart Revenue Management with Pete Hess
This week, Jack Sharry talks with Pete Hess, President of PureFacts. Before joining PureFacts, Pete served as Chief Revenue Officer for Americas at InvestCloud, and earlier in his career, he was CEO of Advent Software. At PureFacts, Pete leverages the firm's revenue management solution for global wealth and asset management firms, helping clients unlock new revenue streams and uncover new avenues
The TurboTax for Financial Planning with Stephen Chen
This week, Jack Sharry talks with Stephen Chen, Founder & CEO of Boldin. Stephen is a classic entrepreneur who takes pride in creating innovative ways to help anyone achieve financial independence. He built the "TurboTax" for financial planning and has been creating platforms for SAAS, classes, coaching, and CFPs for consumers, advisors, and companies.
Stephen talks with Jack about how he makes r
Turning AI Pilots into Enterprise Wins with Rob Pettman
This week, Jack Sharry talks with Rob Pettman, President of TIFIN. Rob brings more than 20 years of leadership experience across wealth management, investment platforms, and financial technology. Before joining TIFIN, Rob served as Executive Vice President of Wealth Management Solutions at LPL Financial, where he oversaw the firm's investment product distribution, retirement business, advisory pl
The Road to UMH: Why Tax Optimization Is the New Battleground with J. Womack
This week, Jack Sharry talks with J. Womack, Head of Asset & Income Optimization at SEI. In his role, J. drives revenue growth by helping investors keep more of what they earn by optimizing their household assets for tax and retirement income. He focuses on expanding SEI's ability to deliver differentiated, client-centric wealth solutions that improve financial outcomes at both the household and e
Why Tax Optimization Is the New Alpha in Wealth Management with Scott Smith
Scott Smith is the Senior Director of Advice Relationships at Cerulli Associates, where he leverages deep research and analysis to define challenges and deliver solutions across the wealth management landscape. Known for his clear-eyed insights, Scott studies market trends, advisor behavior, and platform innovation to help firms navigate an increasingly complex industry.
This week, Jack talks wit
The Hidden Costs of Caregiving—and How Advisors Can Help with Ken Dychtwald and Ken Cella
This week, Jack Sharry talks with Ken Dychtwald and Ken Cella. Ken Dychtwald is the Founder & CEO of Age Wave. He is a psychologist, gerontologist, and author of 19 books. For decades, Ken has been regarded as the nation's foremost thought leader on population aging and its profound business, social, financial, and cultural implications for the healthcare workforce.
Ken Cella is the Head of Exte
Curated Crowdsourcing: Rebuilding Trust in the World of Private Investing with Teddy Gold
Teddy Gold is the co-founder of 3i Members, a private, invite-only network for family offices, exited entrepreneurs, and active fund managers. With a background in investment and a passion for building communities rooted in trust, Teddy helped launch 3i to solve the problem of random deal sourcing by leveraging curated peer collaboration.
This week, Jack Sharry talks with Teddy about how 3i Memb
Using AI and Blockchain to Build Custom FinTech Solutions with John Sweeney
John Sweeney is a seasoned financial services leader with a career spanning senior roles at Fidelity Investments to entrepreneurial ventures at the forefront of innovation. Over nearly two decades at Fidelity, he drove product and technology development across mutual funds, ETFs, managed accounts, and retirement solutions. After leaving Fidelity, he immersed himself in startups exploring blockchai
From Scarcity to Scale: Jamie Hopkins on Building a Better Financial Future
This week, Jack Sharry talks with Jamie Hopkins, Chief Wealth Officer at WSFS Bank and CEO of Bryn Mawr Capital Management. Before WSFS Bank, Jamie held various positions at Carson Group, including Managing Partner of Wealth Solutions, Managing Director of Carson Coaching, and Director of Retirement Research. Jamie is also the Founder of FinServ Foundation, a nonprofit dedicated to coaching and de
Merging Vision with Scale: How SEI Is Reshaping WealthTech from the Inside Out with Perry Moutzouros & Mathew Dellorso
This week, Jack talks with Perry Moutzouros (Oranj) and Mathew Dellorso (Altigo) about how their companies joined SEI and are now driving innovation from within. Perry shares how Oranj reimagined advisor-facing technology, while Mathew explains how Altigo revolutionized access to alternative investments. Together with SEI, they’re building a unified, streamlined wealthtech ecosystem that enhances
The Alt Evolution: How Private Markets Are Reshaping Wealth Management with Tony Davidow
This week, Jack Sharry talks with Tony Davidow, Senior Alternative Investment Strategist at Franklin Templeton, about the rising importance of alternative investments. Drawing from decades of experience and his latest book, Private Markets, Tony breaks down how advisors can responsibly incorporate private equity, credit, and real estate into client portfolios. He discusses the evolution of the wea
The Shopify of Investing: How Apex Is Rebuilding Wealth Infrastructure with Connor Coughlin
This week, Jack Sharry talks with Connor Coughlin, Chief Commercial Officer at Apex FinTech Solutions. Connor shares Apex’s origin story and its mission to become the “Shopify of investing” through API-driven, modular tools. They discuss the convergence of fintech and traditional wealth management, the growing expectations of millennial investors, and how Apex is empowering firms to digitize at sc
The $6 Trillion Strategy: How Morgan Stanley Is Reshaping Wealth Management with Jed Finn
Jed Finn is the Head of Wealth Management at Morgan Stanley, where he leads one of the world’s largest and most sophisticated wealth management platforms. Since joining the firm, he has played a central role in its strategic growth, spearheading large-scale integrations, key acquisitions like E*TRADE and Solium, and the adoption of cutting-edge technologies. Under his leadership, Morgan Stanley ha
How AI Helps Advisors Build Trust with Alicia Rich
In this episode, Jack Sharry talks with Alicia Rich. Alicia is the Head of Client and Advisor Digital Enablement at Broadridge, a global fintech company specializing in investor communications, wealth management, and digital transformation solutions. In her role, Alicia focuses on designing seamless, personalized experiences that empower financial advisors to work smarter and build stronger relati
The Five Drivers of Future-Ready Wealth Management Firms with Jeffrey Levi and Rafael Couto
This week, Jack Sharry talks with Jeffrey Levi and Rafael Couto for a deep dive into the future of wealth management. Jeffrey is a Principal at Casey Quirk Deloitte and leads the firm’s Strategy Offering for Financial Services. He advises wealth and asset managers on complex strategic challenges and spearheads research in areas like private credit, alternative investments, and evolving investment
Modernizing the Client and Advisor Experience with Colleen Bell
This week, Jack Sharry talks with Colleen Bell, President of Innovation and Experience at Cambridge Investment Research. Colleen is also a member of the Office of the CEO, the Board of Directors, and the Executive Council, and a part of Cambridge's Executive Administration team. She focuses on driving associate engagement and financial professional satisfaction while advancing and discovering new
From Broker-Dealer to Boutique RIA: Why Summit Wealth Made the Leap with Randy Morris
This week, Jack Sharry talks with Randy Morris, Founder & CEO of Summit Wealth Group, a boutique financial planning firm with 10 offices nationwide. With a career spanning more than three decades, Randy brings deep experience in entrepreneurial leadership, holistic planning, and building a stakeholder-driven culture.
Jack and Randy explore Summit’s path to independence and how a focus on culture,
Advancing Women in Finance with Kellan Brown
This week, Jack Sharry talks with Kellan Brown, Chief Operating Officer and Chief Development Officer at 100 Women in Finance. With an impressive resume that includes leadership roles at Income Lab, PrimeCo, and Finance of America’s Retirement Strategies Division, Kellan has also earned accolades like the Disruptor Award and Ascension Award from WealthManagement.com and was named one of Investment
The Growth Potential of Bank Trusts and Private Banks with Allie Carey
In this episode, Jack Sharry talks with Allie Carey, Chief Strategy Officer, SEI Private Banking and Wealth Management. Allie focuses on strategic planning, global wealth management industry assessment, global go-to-market strategies, channel partnerships, and M&A opportunities.
Jack and Allie talk about the role of bank trusts and private banks in wealth management. Allie shares how banks can ha
Wealth as a Service: The Future of Wealth Management with Justin Singer
In this episode, Jack Sharry talks with Justin Singer, Partner at EY. Justin provides strategy and management consulting services to many top wealth management, asset management, insurance, and retirement firms to drive growth and retention, improve their offerings, and achieve stronger operating margins through strategic and tactical projects.
Jack and Justin discuss why WaaS (Wealth as a Servic
Alternative Investments: Trends, Challenges, and Opportunities with Neil Bathon
Alternative investments are surging in popularity, but how do distributors, asset managers, and advisors adapt? While the appetite for alternatives continues to rise, education remains one of the biggest hurdles to widespread adoption. Managing alternatives requires more than just a basic understanding. It demands deep, specialized expertise. Despite significant investments in training and educati
AI-Powered Meeting Management for Financial Advisors with Arnulf Hsu
In this episode, Jack Sharry talks with Arnulf Hsu, CEO of GReminders. Arnulf is a serial entrepreneur and has been leading and running B2B enterprise software companies for the last 20+ years as CEO, CTO, Product Leader, and Board Member. He has a strong background in technology and business development, focusing on building successful ventures and growing companies from the ground up.
Jack and
Building a Full-Service Wealth Management Platform with Mike Capelle
In this episode, Jack Sharry talks with Mike Capelle, Co-founder & Co-CEO of Modern Wealth Management. From his decades-long career in wealth management, Mike has experience building advisor-client platforms that drive continuous growth. He was part of the team that co-founded, scaled, and sold United Capital, a $25 billion RIA with 90 locations, to Goldman Sachs for $750 million.
Jack and Mike d
Strategies for Sustainable Business Growth with Randy Lambert
In this episode, Jack Sharry talks with Randy Lambert, EVP and Head of RIA Solutions at Intention.ly. Randy shares how his experience scaling Orion informs his work helping FinTech and RIA firms streamline operations, align marketing, and enhance client engagement. He highlights the importance of eliminating silos, implementing intelligent automation, and transforming operations from a cost center
Delivering Alpha in Private Markets with Ryan VanGorder
In this episode, Jack Sharry talks with Ryan VanGorder, CEO at Opto Investments, about revolutionizing private markets for wealth managers. Ryan highlights how Opto’s technology simplifies complex private market strategies, helping advisors deliver tailored, scalable solutions to their clients. They discuss the shift from institutional to retail access in private investments and the importance of
The Rise of Alternative Investments with Ryan Eisenman
This week, Jack Sharry is joined by Ryan Eisenman, Co-Founder and CEO of Arch—a platform built to streamline and standardize private investment operations. With a strong background in private markets, Ryan shares how Arch is leveraging technology to make alternative investing more secure, efficient, and accessible. Ryan breaks down the key trends fueling mainstream adoption and explains how Arch i
Creating Purpose-Driven Leaders with Brooke Elliott
This week, Jack Sharry talks with Brooke Elliott, Dean of Gies College of Business at the University of Illinois Urbana-Champaign. Brooke leads the college in developing a compelling, strategic vision while continuing to build upon its distinctive brand and identity.
They discuss how the college empowers future leaders through transformative education, research, and innovation. Brooke shares how
Redefining Career and Purpose with Steven Miyao
In this episode, Jack Sharry talks with Steven Miyao, an Executive Coach at Coaching Metta. Steven equips executives, entrepreneurs, and startups with the skills, strategies, and mindset needed for sustainable success. He helps professionals navigate career transitions, balance family and personal goals, and discover lasting fulfillment.
Jack and Steven explore the challenges and opportunities of
How Edward Jones is Redefining Financial Planning with Russ Tipper
Edward Jones is redefining what it means to provide personalized advice. The firm is creating a signature experience where personalized service is not a luxury but an expectation and where the best financial advisors have the tools, capabilities, and technology needed to provide a seamless, sophisticated, and impactful advisory experience.
In this episode, Jack Sharry talks with Russ Tipper, Gene
Wealth as a Service: A New Era in Financial Strategy with Doug Fritz
In this episode, Jack Sharry talks with Doug Fritz, Founder & Executive Chairman of F2 Strategy. A seasoned veteran in the wealth management industry, Doug leads a team of experts at F2 Strategy and is a highly sought-after strategist, helping growth-focused advisory firms make informed decisions about their technology and client experience.
Jack and Doug discuss the confluence of marketing and te
The Convergence of Workplace and Wealth with Matthew Gray
The shift from pensions to 401(k)s, paired with uncertainty around Social Security, has left many retirees with less income and at risk of outliving their savings. Allianz, in partnership with Empower, is taking the challenge head-on.
In this episode, Jack Sharry talks with Matthew Gray, Vice President of Employer Markets at Allianz Life. Matt is responsible for the company's employer markets and
Integration of Annuities and Social Security Planning with Jan Buchsbaum and Mark Fitzgerald
In this episode, Jack Sharry talks with Jan Buchsbaum, Chief Product Officer, and Mark Fitzgerald, National Sales Manager at Nassau Financial Group. They discuss the integration of annuities and social security planning in creating guaranteed retirement income and Nassau's product development and solution design. From simplifying complex financial products and processes to a streamlined user exper
Helping Advisors Better Serve Women and Next-Gen Investors with Lacy Garcia
Many women and next-generation investors have struggled to find advisors who truly understand them. Finding the right fit, getting clear information, and building confidence to manage finances effectively are real challenges. However, the old-school client-advisor dynamic is changing, creating an era in which genuine human connections matter just as much as portfolio performance.
In this episode,
The Longevity Revolution: Rethinking Wealth and Health in Retirement with Ken Dychtwald
Retirement is no longer viewed as a single event marking the end of one's career, but rather as a chapter with multiple phases and possibilities. This shift has led advisors to rethink their approach to retirement planning, with a focus on balancing financial strategies, healthcare needs, and lifestyle choices.
In this episode, Jack Sharry talks with Ken Dychtwald, Founder and CEO of Age Wave. For
How SEI Is Setting New Standards for UMH with Michael Lane
The RIA industry is experiencing massive consolidation, driving demand for integrated solutions that unify technology, investment management, and professional services. With its extensive back-office expertise, technology, and investment solutions, SEI is well-positioned to meet this growing need.
In this episode, Jack Sharry talks with Michael Lane, EVP and Head of Asset Management at SEI. Micha
Creating Impactful Narratives: Franklin Templeton's Storytelling Strategy with Jennifer Ball
At its root, marketing is about storytelling. As markets shift and client needs evolve, Franklin Templeton creates narratives that remain relevant and align with the firm's core mission. Listening to the market, using technology like AI, and collaborating across teams allows the company to maintain its relevance while staying true to its core values.
In this episode, Jack Sharry talks with Jennife
The Future of UMH with Scott Smith
UMH is changing the world of wealth management, helping clients earn more and keep more through tax-smart, multi-account coordination. Many advisory firms recognize the benefits of UMH but often face challenges with its adoption. Having access to the right tools and technology solutions, however, best positions firms and advisors to increase assets under management.
In this episode, Jack Sharry ta
Mapping the Future: Turning Financial Conversations into Action with Adam Holt
In this episode, Jack Sharry talks with Adam Holt, CEO and Founder of Asset-Map. Adam was a financial planner frustrated by financial planning. The long, research-packed reports he prepared for client meetings didn't engage clients or provide clarity. Adam realized that to serve clients better, he needed to help them focus on what matters most, making good financial decisions so they could reach t
2024 Year-End Wrap-Up: The Dawning of UMH
This week, WealthTech on Deck producer Matt Nollman takes over hosting duties to interview Jack Sharry about the podcast’s standout moments of 2024. They discuss the evolution and future of UMH, including the transformative impact of LifeYield’s recent acquisition by SEI. Jack highlights pivotal industry conversations with leaders advancing UMH capabilities, explores strategies for overcoming impl
SEI Acquires LifeYield with Mark Hoffman and Paul Samuelson
This week, Jack Sharry is joined by LifeYield co-founders Mark Hoffman and Paul Samuelson to discuss SEI's acquisition of LifeYield. They explore the strategic implications for LifeYield, the integration of multi-account management, and the potential benefits of Unified Managed Household for clients and the broader industry. They also discuss the comprehensive service capabilities the SEI-LifeYiel
Leading with Purpose: Championing Growth and Advocating for Health with Tina Powell
Growth isn't just about numbers. It's about driving change, creating meaningful connections, and making a purposeful impact. It comes from challenging the status quo and aligning with partners who understand the journey ahead. Whether championing innovation in the financial sector, cultivating a culture of resilience in businesses, or advocating for health, growth depends on clarity of purpose and
Turning Advisors into Trusted Business Partners with Jason Early
For decades, financial planning has focused on individuals and families, often overlooking the unique needs of business owners. However, the need for expert financial advice has become more significant as boomers become more involved in business and the trend toward private company ownership grows. Recognizing this demand, RISR seeks innovative solutions to empower business owners and the financia
The Rise of Private Markets and Alternative Investments with Steve Zuschin
The shift towards private ownership and alternative assets presents opportunities for investors and advisors. However, operational efficiency, including data accessibility, streamlining operations, and automating processes, often burdens advisors when navigating this space. Having innovative solutions and a team specializing in private markets and alternative investments makes it easier for adviso
Tax-Smart Strategies for Maximizing Retirement Income with Paul Samuelson and Mark Hoffman
Taxes are a major concern for both investors and advisors. As such, minimizing tax liability is a priority in wealth management. Asset location, a strategy that places assets in the most tax-efficient accounts, can significantly enhance a portfolio's overall efficiency. While this approach can be a multi-account exercise, having a modern portfolio management system equipped with tax-smart technolo
The Evolution and Resurgence of SEI with Ryan Hicke and Sean Denham
In this episode, Jack Sharry talks with SEI’s CEO, Ryan Hicke, and CFO, Sean Denham, about SEI’s strategy and vision for the future. Ryan, who has been with SEI for 26 years, discusses the company’s renewed focus on innovation, re-engagement with the market, and the importance of client experience. He highlights three major trends SEI is focusing on: alternatives, industry consolidation, and digit
Public Relations and Credibility Marketing with Jimmy Moock and Elena Krasnow
Public relations is an integral part of any marketing strategy. It plays an important role in enhancing credibility and driving business growth. Successful PR firms understand that building a reputation and lasting relationships with clients, stakeholders, and the media requires strategic thinking and planning.
This week, Jack Sharry talks with StreetCred's Managing Partner, Jimmy Moock, and Mark
WealthTech in the Weeds with Eric Lordi and Martin Cowley
WealthTech in the Weeds is a series covering the broad yet critical path to financial services. The goal is to get together with industry experts and get into the details of building an effective, productive, coordinated, and comprehensive advice system.
Comprehensive advice platforms have been a significant development in wealth management. They streamline portfolio management, optimize returns,
WealthTech in the Weeds with Ted Dimig and Mark Hoffman
WealthTech in the Weeds is a series in which we talk to industry experts about the details of building an effective, productive, coordinated, and comprehensive advice system.
In this episode, Jack Sharry talks with Ted Dimig, Global Head of Wealth Management Advisory Solutions at J.P. Morgan, and Mark Hoffman, CEO, Chairman & Founder at LifeYield.
They discuss trends like tax optimization and the
Building a Winning Culture with John Drahzal
Leadership is more than titles and responsibilities. It involves building a winning culture—a culture that isn't just a tagline or value statement but a living, breathing system encompassing a firm's operations. It is a culture where individuals collectively achieve extraordinary results. Organizations that embrace this kind of culture promote honesty and transparency, empower employees to contrib
Navigating the Future of Wealth Tech: Insights from 150+ Industry Leaders with Jack Sharry
Over the past three years, Jack Sharry has hosted the WealthTech on Deck podcast, featuring interviews with some of the best and brightest financial services leaders. Through these conversations, Jack has learned valuable lessons that will shape the future of the retirement industry.
In this episode, we flip the script as Jack takes the guest seat, and Matt Nollman, VP of Marketing at LifeYield, h
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