WealthTech on Deck
Episodes
Modernizing Legacy Wealth Firms with John Yackel
17 Mar 2026
Contributed by Lukas
This week, Jack Sharry talks with John Yackel, Executive Vice President and Head of Wealth Management at Janney Montgomery Scott. With more than three...
Architecting the Future of Financial Advice with Amy Young
10 Mar 2026
Contributed by Lukas
This week, Jack Sharry talks with Amy Young, Founder of Advice Architects. Amy Young is a longtime wealth-management strategist and former Microsoft m...
2025’s Biggest WealthTech Shifts with Jack Sharry
03 Mar 2026
Contributed by Lukas
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...
Designing the Next Wave of Technology-Driven Businesses with Sneha Shah
24 Feb 2026
Contributed by Lukas
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 gl...
The Great Convergence in Wealth Management with Garrett Beam
17 Feb 2026
Contributed by Lukas
This week, Jack Sharry talks with Garrett Beam, Head of Digital Solutions at Cetera Financial Group. Garrett drives the product vision, strategy, expe...
Key Findings from the 2025 MMI Investment Advisory Pulse Survey with Tim Kresl and Ashley Wood
10 Feb 2026
Contributed by Lukas
This week, Jack Sharry talks with Tim Kresl, Managing Principal & Head of US Client Success, and Ashley Wood, Managing Principal in Data & Analytics a...
Why the Future of Financial Advice Is Human-Led and AI-Enabled with Michael Liersch
03 Feb 2026
Contributed by Lukas
This week, Jack Sharry talks with Michael Liersch, Chief Planning Officer at Edelman Financial Engines. Michael acts as the production arm at Edelman....
Five Trends Reshaping the Future of Wealth Management with Chip Roame
20 Jan 2026
Contributed by Lukas
This week, Jack Sharry talks with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors & Tiburon CEO Summits. Chip is a leading strate...
Why Tax-Smart Infrastructure Is the Future of Wealth Management with Arthur Worthington
13 Jan 2026
Contributed by Lukas
This week, Jack Sharry talks with Arthur Worthington, Managing Director of Strategic Business Development & Integration at SEI. With more than a decad...
Building the Bridge to a Better Retirement with David Goldman
09 Dec 2025
Contributed by Lukas
This week, Jack Sharry talks with David Goldman, Chief Business Officer at Pontera. At Pontera, David leads strategy, partnerships, and the company’...
Empowering Advisors: Technology and Financial Psychology in Action with Morgan Bell
02 Dec 2025
Contributed by Lukas
This week, Jack Sharry talks with Morgan Bell, Managing Director of Advisory at Constellation Wealth Capital. Morgan leads the firm's technology con...
Enabling Advisors to Serve Aging Clients and Multigenerational Families with Suzanne Schmitt
18 Nov 2025
Contributed by Lukas
This week, Jack Sharry talks with Suzanne Schmitt, Managing Director at Next Chapter. Suzanne brings a wealth of knowledge from her extensive career a...
From Wirehouse to Independence: Developing Complete Wealth Managers with John Amore
11 Nov 2025
Contributed by Lukas
This week, Jack Sharry talks with John Amore, President of Kestra Financial. John is committed to building out capabilities that empower advisors and ...
The Digital Advantage: Enhancing Client Engagement and Advisor Independence with Ritik Malhotra
04 Nov 2025
Contributed by Lukas
This week, Jack Sharry talks with Ritik Malhotra, Founder & CEO of Savvy Wealth, a digital-first platform for financial advisors centered around moder...
Turning Conversations into Compliance-Ready Records with Parker Ence
28 Oct 2025
Contributed by Lukas
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 c...
From Spreadsheets to Smart Revenue Management with Pete Hess
21 Oct 2025
Contributed by Lukas
This week, Jack Sharry talks with Pete Hess, President of PureFacts. Before joining PureFacts, Pete served as Chief Revenue Officer for Americas at In...
The TurboTax for Financial Planning with Stephen Chen
14 Oct 2025
Contributed by Lukas
This week, Jack Sharry talks with Stephen Chen, Founder & CEO of Boldin. Stephen is a classic entrepreneur who takes pride in creating innovative ways...
Turning AI Pilots into Enterprise Wins with Rob Pettman
07 Oct 2025
Contributed by Lukas
This week, Jack Sharry talks with Rob Pettman, President of TIFIN. Rob brings more than 20 years of leadership experience across wealth management, in...
The Road to UMH: Why Tax Optimization Is the New Battleground with J. Womack
30 Sep 2025
Contributed by Lukas
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 ke...
Why Tax Optimization Is the New Alpha in Wealth Management with Scott Smith
23 Sep 2025
Contributed by Lukas
Scott Smith is the Senior Director of Advice Relationships at Cerulli Associates, where he leverages deep research and analysis to define challenges a...
The Hidden Costs of Caregiving—and How Advisors Can Help with Ken Dychtwald and Ken Cella
16 Sep 2025
Contributed by Lukas
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, an...
Curated Crowdsourcing: Rebuilding Trust in the World of Private Investing with Teddy Gold
09 Sep 2025
Contributed by Lukas
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 ...
Using AI and Blockchain to Build Custom FinTech Solutions with John Sweeney
02 Sep 2025
Contributed by Lukas
John Sweeney is a seasoned financial services leader with a career spanning senior roles at Fidelity Investments to entrepreneurial ventures at the fo...
From Scarcity to Scale: Jamie Hopkins on Building a Better Financial Future
26 Aug 2025
Contributed by Lukas
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 he...
Merging Vision with Scale: How SEI Is Reshaping WealthTech from the Inside Out with Perry Moutzouros & Mathew Dellorso
19 Aug 2025
Contributed by Lukas
This week, Jack talks with Perry Moutzouros (Oranj) and Mathew Dellorso (Altigo) about how their companies joined SEI and are now driving innovation f...
The Alt Evolution: How Private Markets Are Reshaping Wealth Management with Tony Davidow
12 Aug 2025
Contributed by Lukas
This week, Jack Sharry talks with Tony Davidow, Senior Alternative Investment Strategist at Franklin Templeton, about the rising importance of alterna...
The Shopify of Investing: How Apex Is Rebuilding Wealth Infrastructure with Connor Coughlin
05 Aug 2025
Contributed by Lukas
This week, Jack Sharry talks with Connor Coughlin, Chief Commercial Officer at Apex FinTech Solutions. Connor shares Apex’s origin story and its mis...
The $6 Trillion Strategy: How Morgan Stanley Is Reshaping Wealth Management with Jed Finn
29 Jul 2025
Contributed by Lukas
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 plat...
How AI Helps Advisors Build Trust with Alicia Rich
22 Jul 2025
Contributed by Lukas
In this episode, Jack Sharry talks with Alicia Rich. Alicia is the Head of Client and Advisor Digital Enablement at Broadridge, a global fintech compa...
The Five Drivers of Future-Ready Wealth Management Firms with Jeffrey Levi and Rafael Couto
15 Jul 2025
Contributed by Lukas
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 ...
Modernizing the Client and Advisor Experience with Colleen Bell
08 Jul 2025
Contributed by Lukas
This week, Jack Sharry talks with Colleen Bell, President of Innovation and Experience at Cambridge Investment Research. Colleen is also a member of t...
From Broker-Dealer to Boutique RIA: Why Summit Wealth Made the Leap with Randy Morris
24 Jun 2025
Contributed by Lukas
This week, Jack Sharry talks with Randy Morris, Founder & CEO of Summit Wealth Group, a boutique financial planning firm with 10 offices nationwide. W...
Advancing Women in Finance with Kellan Brown
17 Jun 2025
Contributed by Lukas
This week, Jack Sharry talks with Kellan Brown, Chief Operating Officer and Chief Development Officer at 100 Women in Finance. With an impressive resu...
The Growth Potential of Bank Trusts and Private Banks with Allie Carey
10 Jun 2025
Contributed by Lukas
In this episode, Jack Sharry talks with Allie Carey, Chief Strategy Officer, SEI Private Banking and Wealth Management. Allie focuses on strategic pla...
Wealth as a Service: The Future of Wealth Management with Justin Singer
27 May 2025
Contributed by Lukas
In this episode, Jack Sharry talks with Justin Singer, Partner at EY. Justin provides strategy and management consulting services to many top wealth m...
Alternative Investments: Trends, Challenges, and Opportunities with Neil Bathon
13 May 2025
Contributed by Lukas
Alternative investments are surging in popularity, but how do distributors, asset managers, and advisors adapt? While the appetite for alternatives co...
AI-Powered Meeting Management for Financial Advisors with Arnulf Hsu
06 May 2025
Contributed by Lukas
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...
Building a Full-Service Wealth Management Platform with Mike Capelle
29 Apr 2025
Contributed by Lukas
In this episode, Jack Sharry talks with Mike Capelle, Co-founder & Co-CEO of Modern Wealth Management. From his decades-long career in wealth manageme...
Strategies for Sustainable Business Growth with Randy Lambert
22 Apr 2025
Contributed by Lukas
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 in...
Delivering Alpha in Private Markets with Ryan VanGorder
15 Apr 2025
Contributed by Lukas
In this episode, Jack Sharry talks with Ryan VanGorder, CEO at Opto Investments, about revolutionizing private markets for wealth managers. Ryan highl...
The Rise of Alternative Investments with Ryan Eisenman
08 Apr 2025
Contributed by Lukas
This week, Jack Sharry is joined by Ryan Eisenman, Co-Founder and CEO of Arch—a platform built to streamline and standardize private investment oper...
Creating Purpose-Driven Leaders with Brooke Elliott
01 Apr 2025
Contributed by Lukas
This week, Jack Sharry talks with Brooke Elliott, Dean of Gies College of Business at the University of Illinois Urbana-Champaign. Brooke leads the co...
Redefining Career and Purpose with Steven Miyao
25 Mar 2025
Contributed by Lukas
In this episode, Jack Sharry talks with Steven Miyao, an Executive Coach at Coaching Metta. Steven equips executives, entrepreneurs, and startups with...
How Edward Jones is Redefining Financial Planning with Russ Tipper
18 Mar 2025
Contributed by Lukas
Edward Jones is redefining what it means to provide personalized advice. The firm is creating a signature experience where personalized service is not...
Wealth as a Service: A New Era in Financial Strategy with Doug Fritz
11 Mar 2025
Contributed by Lukas
In this episode, Jack Sharry talks with Doug Fritz, Founder & Executive Chairman of F2 Strategy. A seasoned veteran in the wealth management industry,...
The Convergence of Workplace and Wealth with Matthew Gray
04 Mar 2025
Contributed by Lukas
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 t...
Integration of Annuities and Social Security Planning with Jan Buchsbaum and Mark Fitzgerald
25 Feb 2025
Contributed by Lukas
In this episode, Jack Sharry talks with Jan Buchsbaum, Chief Product Officer, and Mark Fitzgerald, National Sales Manager at Nassau Financial Group. T...
Helping Advisors Better Serve Women and Next-Gen Investors with Lacy Garcia
11 Feb 2025
Contributed by Lukas
Many women and next-generation investors have struggled to find advisors who truly understand them. Finding the right fit, getting clear information, ...
The Longevity Revolution: Rethinking Wealth and Health in Retirement with Ken Dychtwald
04 Feb 2025
Contributed by Lukas
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...
How SEI Is Setting New Standards for UMH with Michael Lane
30 Jan 2025
Contributed by Lukas
The RIA industry is experiencing massive consolidation, driving demand for integrated solutions that unify technology, investment management, and prof...
Creating Impactful Narratives: Franklin Templeton's Storytelling Strategy with Jennifer Ball
21 Jan 2025
Contributed by Lukas
At its root, marketing is about storytelling. As markets shift and client needs evolve, Franklin Templeton creates narratives that remain relevant and...
The Future of UMH with Scott Smith
14 Jan 2025
Contributed by Lukas
UMH is changing the world of wealth management, helping clients earn more and keep more through tax-smart, multi-account coordination. Many advisory f...
Mapping the Future: Turning Financial Conversations into Action with Adam Holt
07 Jan 2025
Contributed by Lukas
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 lo...
2024 Year-End Wrap-Up: The Dawning of UMH
17 Dec 2024
Contributed by Lukas
This week, WealthTech on Deck producer Matt Nollman takes over hosting duties to interview Jack Sharry about the podcast’s standout moments of 2024....
SEI Acquires LifeYield with Mark Hoffman and Paul Samuelson
11 Dec 2024
Contributed by Lukas
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 ...
Leading with Purpose: Championing Growth and Advocating for Health with Tina Powell
03 Dec 2024
Contributed by Lukas
Growth isn't just about numbers. It's about driving change, creating meaningful connections, and making a purposeful impact. It comes from challenging...
Turning Advisors into Trusted Business Partners with Jason Early
19 Nov 2024
Contributed by Lukas
For decades, financial planning has focused on individuals and families, often overlooking the unique needs of business owners. However, the need for ...
The Rise of Private Markets and Alternative Investments with Steve Zuschin
12 Nov 2024
Contributed by Lukas
The shift towards private ownership and alternative assets presents opportunities for investors and advisors. However, operational efficiency, includi...
Tax-Smart Strategies for Maximizing Retirement Income with Paul Samuelson and Mark Hoffman
05 Nov 2024
Contributed by Lukas
Taxes are a major concern for both investors and advisors. As such, minimizing tax liability is a priority in wealth management. Asset location, a str...
The Evolution and Resurgence of SEI with Ryan Hicke and Sean Denham
29 Oct 2024
Contributed by Lukas
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...
Public Relations and Credibility Marketing with Jimmy Moock and Elena Krasnow
22 Oct 2024
Contributed by Lukas
Public relations is an integral part of any marketing strategy. It plays an important role in enhancing credibility and driving business growth. Succe...
WealthTech in the Weeds with Eric Lordi and Martin Cowley
15 Oct 2024
Contributed by Lukas
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 ...
WealthTech in the Weeds with Ted Dimig and Mark Hoffman
08 Oct 2024
Contributed by Lukas
WealthTech in the Weeds is a series in which we talk to industry experts about the details of building an effective, productive, coordinated, and comp...
Building a Winning Culture with John Drahzal
01 Oct 2024
Contributed by Lukas
Leadership is more than titles and responsibilities. It involves building a winning culture—a culture that isn't just a tagline or value statement b...
Navigating the Future of Wealth Tech: Insights from 150+ Industry Leaders with Jack Sharry
24 Sep 2024
Contributed by Lukas
Over the past three years, Jack Sharry has hosted the WealthTech on Deck podcast, featuring interviews with some of the best and brightest financial s...
The Legends of WealthTech with Paul Hatch
17 Sep 2024
Contributed by Lukas
The Legends of WealthTech is a series about the history and evolution of the advisory business, featuring professionals who have powerfully shaped the...
WealthTech in the Weeds with Jeff Benfield and Martin Cowley
10 Sep 2024
Contributed by Lukas
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 ...
The Legends of WealthTech with Arlen Oransky
03 Sep 2024
Contributed by Lukas
In this episode, Jack talks with Arlen Oransky, Executive Vice President and Chief Membership Officer at Money Management Institute (MMI). With more t...
Developing the Future Leaders of Wealth Management with Tim Williams
20 Aug 2024
Contributed by Lukas
In this episode, Jack talks with Tim Williams, Executive Vice President of Education Initiatives at the Money Management Institute (MMI). Tim is a sea...
Unlocking AI's Potential in Wealth Management with Rob Pettman
13 Aug 2024
Contributed by Lukas
The integration of artificial intelligence is poised to significantly transform wealth management. AI's true value lies in its ability to solve comple...
The Evolution of Goals-Based Investing with Robbie Cannon
06 Aug 2024
Contributed by Lukas
For decades, the financial world focused on investments. But, eventually, that focus shifted to planning. It wasn't just about the “what” of inves...
WealthTech in the Weeds with Michael Liersch and Harry Bartle
30 Jul 2024
Contributed by Lukas
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 ...
Execution, Transformation, and Democratization of Wealth Management with Mike Lee
23 Jul 2024
Contributed by Lukas
From growing private markets to the increasing influence of artificial intelligence and higher expectations for client experience, the wealth manageme...
The Intersection of Healthcare and Finance with Christine Simone
16 Jul 2024
Contributed by Lukas
Healthcare is a top financial concern for most Americans, yet few financial planning strategies exist to optimize healthcare costs. This gap creates a...
How to Boost Organic Growth the Right Way with Tom Rieman
09 Jul 2024
Contributed by Lukas
For advisors to stand out in the marketplace, they need to provide highly valuable, compelling, and differentiated offerings that fulfill their client...
The Qualities of Highly Effective Leaders with Danielle Learned
25 Jun 2024
Contributed by Lukas
Leadership is a journey of continuous learning and personal growth. It's a muscle that gets stronger through experience and reflection on the lessons ...
Embracing Change and Innovation in Wealth Management with Jay Link
18 Jun 2024
Contributed by Lukas
In wealth management, innovation, disruption, and change are accelerating at an unprecedented rate. For bold and curious advisors, this era presents ...
WealthTech in the Weeds with Roger Paradiso
11 Jun 2024
Contributed by Lukas
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 ...
The Next Frontier in Financial Advice with Darren Tedesco
04 Jun 2024
Contributed by Lukas
Advisor360° believes that the future of financial planning is creating an exceptional client experience. This means investing in strategies that dire...
AI-Powered Marketing for Financial Advisors with Robert Sofia
28 May 2024
Contributed by Lukas
In today’s world, traditional marketing tactics are often ineffective in capturing clients' attention. Organic growth in financial services lies at ...
Aligning Employee and Employer Expectations in the American Workplace with Jacquelyn Reardon
21 May 2024
Contributed by Lukas
This year's Voice of the American Workplace Survey sheds light on the challenges employers and employees face in today's American workplace. The repor...
The Age of the New Wealth Portfolio with Erich Holland
14 May 2024
Contributed by Lukas
The age of the new wealth portfolio ushers in an era of customization and optimization. Investors today demand a diversified array of investment optio...
Redefining Innovation in Wealth and Management with Matt Reiner
07 May 2024
Contributed by Lukas
Innovation in wealth management is more than just creating the next big tech tool. It's also about mindset shift and redefining processes to unlock gr...
Celebrating 150 Episodes of WealthTech on Deck with Jack Sharry
30 Apr 2024
Contributed by Lukas
WealthTech on Deck has become a go-to podcast for industry professionals seeking insights and perspectives on the future of financial advice. In the f...
How Innovation and Disruptive Technology Is Reshaping Asset and Wealth Management with Sandy Kaul
23 Apr 2024
Contributed by Lukas
The future of wealth management technology is centered around personalization, client-centricity, and the integration of emerging technologies. Recogn...
WealthTech in the Weeds with Charles Smith
16 Apr 2024
Contributed by Lukas
WealthTech in the Weeds is a new series covering the broad yet critical path to financial services. The goal is to get together with industry experts ...
Unlocking the Potential of Generative AI in Asset and Wealth Management with Amy Young
09 Apr 2024
Contributed by Lukas
The future of wealth management technology is intertwined with the power of generative AI. Microsoft's strategic partnerships with industry leaders an...
The AI-Augmented Advisor with Jonathan Michael
02 Apr 2024
Contributed by Lukas
Artificial intelligence (AI) has become a buzzword in the financial industry, with many claiming it will revolutionize wealth management. However, the...
The Evolution and Growth of Annuities with Tim Seifert
26 Mar 2024
Contributed by Lukas
The annuity industry is experiencing a surge in popularity, with experts buzzing about its record sales growth and advisor and consumer adoption. But ...
WealthTech in the Weeds with Rose Palazzo and Mark Hoffman
19 Mar 2024
Contributed by Lukas
WealthTech in the Weeds is a new series covering the broad yet critical path to financial services. The goal is to get together with industry experts ...
Understanding Financial Health for Better Financial Planning with Reese Harper
12 Mar 2024
Contributed by Lukas
Elements breathes life into financial analysis, generating comprehensive diagnostic reports that reveal the health of clients' portfolios. Imagine a d...
Making Retirement Easier Through Lifetime Income Solutions with David Blanchett
05 Mar 2024
Contributed by Lukas
Defined contribution plans have been instrumental in helping people save for retirement. However, these plans often fail to protect individuals agains...
The Challenges of Generating Organic Growth in Wealth Management with Steve Gresham
27 Feb 2024
Contributed by Lukas
Organic growth in asset and wealth management is experiencing a slowdown, leaving behind a trail of passive assets and declining client numbers. The t...
The Growth Formula for Wealth Management Firms with Craig Clark
20 Feb 2024
Contributed by Lukas
The future of wealth management involves embracing technology and adopting scalable business practices. Having a growth platform that enhances client ...
Modern Marketing Strategies for Financial Services with Kelly Waltrich
13 Feb 2024
Contributed by Lukas
With digital disruptions and shifting customer expectations defining the financial landscape, achieving sustainable growth demands a strategic approac...
A Practical Approach to Innovation with Michael Liersch
06 Feb 2024
Contributed by Lukas
The wealth management industry is synonymous with high-touch, personalized service. Clients and advisors seek intuitive tools, seamless experiences, a...
The Dynamics of Innovation in Wealth Management Technology with Reed Colley
30 Jan 2024
Contributed by Lukas
Driven by technological advancements and evolving client expectations, the industry is witnessing a shift from traditional methods to a data-driven, t...
The Difference Between Hyper-Personalization and Digitization with Nalika Nanayakkara
23 Jan 2024
Contributed by Lukas
The financial industry, anchored in data and figures, can sometimes overlook the fundamental truth that clients are emotional beings. Regardless of ho...
Making Investing Simple and Accessible with Bill Capuzzi
16 Jan 2024
Contributed by Lukas
Investing is not an exclusive club for the affluent but a pathway open to all, regardless of age or economic background. As an industry, the responsib...
The Legends of WealthTech with Paul Samuelson
09 Jan 2024
Contributed by Lukas
Paul Samuelson's rich experiences with many of the great investors of his time have provided him with valuable wisdom for the wealth management indust...