The wealth management industry is evolving rapidly, driven by innovation and disruption. The insights and experiences shared by the brightest and best leaders have shed light on the industry’s future and its exciting developments. The dedication and passion of the individuals leading the charge in disrupting the industry pave the way for a more efficient, accessible, and inclusive environment.
In this episode, the script is flipped as Jack Sharry, EVP and Chief Growth Officer of LifeYield, takes the guest seat, and Matt Nollman, VP of Marketing, steps in as host. Jack reflects on the past year of the WealthTech on Deck podcast and highlights the key guests and topics discussed. He discusses the Legends of WealthTech series, featuring industry leaders who significantly contribute to the advisory business. From CEOs to innovators, these guests shared their perspectives on the future of the industry and its exciting developments. Jack highlights noteworthy innovations and disruptions and shares the advances made around platforms, tech stacks, and financial ecosystems.
Key Takeaways
- [01:46] – How the idea of the Legends of WealthTech series came about.
- [03:19] – Why the first Legends episode featured female industry leaders.
- [07:29] – Highlighting other favorite episodes from the Legends series.
- [09:04] – Guests who stood out in the areas of disruption and innovation.
- [12:27] – Innovations that are noteworthy.
- [14:42] – Lena Haas and Ken Dychtwald’s work at Edward Jones.
- [18:28] – Jack’s three key takeaways.
- [19:52] – Jack’s passions outside of work.
Quotes
[08:37] – “What all these legends did was make big disruptive bets that changed the industry forever and for the better.” ~ Jack Sharry
[18:44] – “Innovation and disruption are interesting and fun. But if you can’t execute, make it happen, and grow your business, who cares?” ~ Jack Sharry
[19:10] – “I can’t help but note how much I love this business and the people in it, good people doing good work for the benefit of so many. I am so fortunate and grateful to work with the people I work with and make all of people’s lives better.” ~ Jack Sharry
Links
- Frank Campanale
- Noreen Beaman
- Lori Hardwick
- Cheryl Nash
- Envestnet
- Bill Crager
- Merrill Lynch
- John Thiel
- John Connors
- Boathouse, Inc.
- James Gorman
- Morgan Stanley
- Len Reinhart
- Jim Seuffert
- Roger Paradiso
- Franklin Templeton
- Edmond Walters
- eMoney Advisor
- Reed Colley
- Summit Wealth
- Aaron Schumm
- Vestwell
- Brian McDonald
- Fidelity Investments
- Vanguard
- Charles Schwab
- Michael Liersch
- Wells Fargo
- David Hegarty
- Playbook
- Tricia Rothschild
- Denise Wypiszenski
- 4U Platform
- Edward Jones
- Lena Haas
- Ken Dychtwald
- Age Wave
- Laura Varas
- Hearts & Wallets
- Chip Roame
- Tiburon Strategic Advisors
- Tiburon CEO Summits
- Babson College
- Anne Condon
- Turncast
- Jud Mackrill
- Adam Clark
- Ashley Long
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