WealthTech on Deck
Episodes
Leveraging APIs as a Strategic Advantage with Brian Ross
16 Nov 2021
Contributed by Lukas
In 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 ...
Intelligent Portfolio Withdraws and Account Coordination with Rose Palazzo
09 Nov 2021
Contributed by Lukas
In this episode, Jack and co-host Steve Zuschin talk with Rose Palazzo, Group Head at Envestnet | MoneyGuide. As the former Head of Financial Planni...
The Pathway to Digital Empowerment with Tricia Haskins
02 Nov 2021
Contributed by Lukas
In this episode, Jack talks with Tricia Haskins, head of technology and platform consulting at Fidelity Investments. Tricia is an influential and thou...
Asset Allocation, Client Engagement, and Financial Wellness with Steve Zuschin
26 Oct 2021
Contributed by Lukas
In this episode, Jack talks with Steve Zuschin, Executive Vice President at LifeYield. From years of experience in sales and finance management, Ste...
Boosting Lead Generation and Embracing Client-Focused Strategies with Steve Gresham
19 Oct 2021
Contributed by Lukas
In this episode, Jack talks with returning guest, Steve Gresham. Steve is the CEO of The Executive Project, a consulting firm that provides tools and ...
Cyber Security, Personalization, and the Future of UMH with Nicole Casperson
12 Oct 2021
Contributed by Lukas
In this episode, Jack talks with Nicole Casperson, FinTech reporter for InvestmentNews. Nicole is well-known for covering innovation and wealth tech t...
Creating a Frictionless Investor Experience with Noreen Beaman
05 Oct 2021
Contributed by Lukas
In 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...
Implementing UMH Overlays and Amplifying Existing Systems with Martin Cowley
14 Sep 2021
Contributed by Lukas
In this episode, Jack talks with Executive Vice President of Product Development at LifeYield, Martin Cowley. Martin is one of the pioneers in buildin...
Optimization and Personalization Using Algorithms with Dana D’Auria
07 Sep 2021
Contributed by Lukas
In this episode, Jack talks with Dana D’Auria, Co-Chief Investment Officer at Envestnet, Inc. Dana is an all-around leader at Envestnet, overseeing ...
Creating Digital Marketplace Platforms with Keith Gregg
31 Aug 2021
Contributed by Lukas
In 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 dec...
Integrating Advanced Risk and Tax Management in UMAs with Lee Chertavian
24 Aug 2021
Contributed by Lukas
In 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...
Social Security Optimization with Jeff Quigley
17 Aug 2021
Contributed by Lukas
In this episode, Jack talks with Jeff Quigley, Vice President of Enterprise Relationships at LifeYield about navigating the world of social security. ...
Creating the Ideal Client Experience with Scott Holsopple
10 Aug 2021
Contributed by Lukas
In this episode, Jack talks with Scott Holsopple, Chief Growth Officer at Hightower Advisors. Scott has 20 years of experience in investment banking, ...
Human Intervention and the Rise of FinTech with Paul Deer
03 Aug 2021
Contributed by Lukas
In this episode, Jack talks with Paul Deer, Vice President of Advisory Service at Personal Capital. Paul oversees a team of more than 60 financial adv...
Risk Management Tools and the Future of Behavioral Finance with Daniel Crosby
27 Jul 2021
Contributed by Lukas
In this episode, Jack talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. Daniel is a psychologist and a behavioral finance...
Building Your Firm’s Tech Stack with Jud and Kim Mackrill
20 Jul 2021
Contributed by Lukas
In 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 busin...
Narrative Economics and Leveraging Data Sets with John Connors
13 Jul 2021
Contributed by Lukas
In this episode, Jack Sharry talks with John Connors, the Founder and CEO of Boathouse Inc. Before building his firm in 2001, John worked for corporat...
Innovating and Integrating Tech in the Financial Industry with Heather Kelly
06 Jul 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Heather Kelly, the Senior Vice President of Advisory and Strategic Accounts at Allianz Life Insurance Company ...
The Power of UMH with Len Reinhart
29 Jun 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Len Reinhart, a pioneer in the UMH industry and founder of several successful advisory firms. Len began discus...
Quantifying Value, Rollovers and Retirement, and Connecting the Dots with Harry Bartle & Steve Zuschin
22 Jun 2021
Contributed by Lukas
In this episode, Jack Sharry talks with LifeYield colleagues Harry Bartle and Steve Zuschin. Harry is the EVP of Enterprise Sales while Steve is the E...
Holistic Solutions, Intelligent Automation, and the Future of Asset Management with Yaqub Ahmed and Harshendu Bindal
15 Jun 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Yaqub Ahmed and Harshendu Bindal of Franklin Templeton. Yaqub is Head of the U.S. Investment-Only Division whi...
How Tech Drives Innovation & Accelerating Through Integration with Andrew Salesky
08 Jun 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Andrew Salesky. Andrew leads Digital Advisor Solutions at Charles Schwab, overseeing a suite of tech platforms...
Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo
01 Jun 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Rose Palazzo and Eric Lordi from Morgan Stanley. Rose heads financial planning while Eric leads efforts across...
Balancing Technology and Personalization and Giving Digestible Advice with John Thiel
25 May 2021
Contributed by Lukas
In this episode, Jack Sharry talks with John Thiel, former Head of Wealth Management at Merrill Lynch and longtime advocate for comprehensive advising...
Driving Digital and Communicating Effectively with Samantha Russell and Matt Nollman
18 May 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Samantha Russell, Chief Evangelist at FMG Suite, and Matt Nollman, VP of Marketing at LifeYield. The two share...
Behavioral Psychology and Supporting Proactive Advisors with Eric Clarke
11 May 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Eric Clarke, CEO of Orion Advisors. Eric is committed to improving client outcomes through strategic acquisiti...
Using Transparent Data and Personalization to Build Trust and Improve Client Outcomes with Lori Hardwick
04 May 2021
Contributed by Lukas
In this episode, Jack talks with Lori Hardwick, Chairman of Riskalyze and Board Member at firms like Orion Advisor Tech and Cetera Financial Group. Lo...
The Power of Software and Navigating an Ever-Changing Retirement Landscape with Mary Beth Franklin
27 Apr 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Mary Beth Franklin, a columnist and contributing editor at Investment News, specializing in social security, m...
Helping Your Clients Transition Into Retirement and the Importance of Innovation with Steve Gresham
20 Apr 2021
Contributed by Lukas
In this episode, Jack Sharry talks with longtime colleague Steve Gresham, CEO of The Execution Project, a consulting firm that works with advisors and...
Keep It Simple, Score Everything, and Other Lessons From LifeYield with Mark Hoffman
13 Apr 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Chairman and CEO of LifeYield Mark Hoffman. In addition to leading the company, Mark is responsible for pullin...
The Future of Human & Digital Advice, Why Tech Matters, and the Power of Personalization with Cheryl Nash
06 Apr 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Cheryl Nash, CEO of the Financial Supermarkets Division at InvestCloud. Cheryl unpacks her acquisition-filled ...
Transforming the Financial Decision-Making Process with Michael Liersch
30 Mar 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Michael Liersch, Head of Advice & Planning at Wells Fargo. They dive into Michael’s transformative approach ...
Experimentation, the Impact of Consumer Trends, and How Tech Will Transform the Advisor Space with Dani Fava
23 Mar 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Dani Fava, Head of Strategic Development at Envestnet. Envestnet’s mission is to make financial wellness wid...
Personalization, Scaling Efficiently, and Serving the Underserved with Ed Murphy
16 Mar 2021
Contributed by Lukas
In this episode, Jack Sharry talks with Ed Murphy, CEO of Empower Retirement. Empower is the second-largest retirement plan recordkeeper with more tha...
Introducing: WealthTech on Deck!
25 Feb 2021
Contributed by Lukas
WealthTech on Deck is a new podcast from LifeYield about the future of wealth management technology. We created this podcast specifically for wealth...