LifeYield

WealthTech on Deck

Business EN ↓ 257 episodes

WealthTech 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.

Be sure to visit the podcast's website and support the creator: www.lifeyield.com

Author

LifeYield

Episodes

Helping Your Clients Transition Into Retirement and the Importance of Innovation with Steve Gresham 20.04.2021 38:56

In 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 affor...

Keep It Simple, Score Everything, and Other Lessons From LifeYield with Mark Hoffman 13.04.2021 28:40

In 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 retir...

The Future of Human & Digital Advice, Why Tech Matters, and the Power of Personalization with Cheryl Nash 06.04.2021 25:46

In 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 sol...

Transforming the Financial Decision-Making Process with Michael Liersch 30.03.2021 23:19

In 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...

Experimentation, the Impact of Consumer Trends, and How Tech Will Transform the Advisor Space with Dani Fava 23.03.2021 29:15

In 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 wo...

Personalization, Scaling Efficiently, and Serving the Underserved with Ed Murphy 16.03.2021 25:39

In 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...

Introducing: WealthTech on Deck! 25.02.2021 3:25

WealthTech 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 bui...