This episode marks the one-year anniversary of the WealthTech on Deck Podcast. Taking a look back at the last 50 episodes, Matt Nollman, VP of Marketing at LifeYield takes the lead and interviews regular host, EVP & Chief Growth Officer at LifeYield, Jack Sharry.
Jack is a leading industry voice on wealthtech, UMH, and the future of financial advice. His mission is to help investors, financial advisors, and firms achieve improved financial outcomes.
Matt leads LifeYield’s marketing team, strategy and digital experience, as well as producing the WealthTech on Deck podcast.
Jack and Matt talk about some of the best themes, most popular episodes, and lessons learned over the last year.
Key Takeaways
- [01:46] – Jack’s key takeaways from hosting WealthTech on Deck over the past year.
- [02:56] – Some of the big themes that stood out across the last 50 episodes.
- [04:35] – A list of episodes on growth and creating disruptions in the retirement industry.
- [06:23] – How Morgan Stanley’s strategy is unique in the marketplace.
- [08:35] – Technology as a critical component of portfolio integration.
- [10:58] – What the future holds for Unified Managed Households (UHM).
- [14:02] – The history of the wealth management industry.
- [19:49] – The impact Jasmine Jirele, Heather Kelly, and David Lau had on the financial services industry.
- [24:08] – How the team at Lifeyield is integral to the wealth management space.
- [28:10] – Future guests you won’t want to miss.
- [29:38] – Things Jack enjoys outside of work.
Quotes
[03:02] – “The biggest theme and the most listened to episodes are all around the strategy, design, and execution of what I’m now calling comprehensive advice platforms.” – Jack Sharry
[12:00] – “Around retirement income, you have to think about RMDs, social security, Roth conversion, taxes, and risk. We’ve got growing inflation, and interest rates are rising. How are you going to handle all of that? Doing a lot of work on this topic across the industry is how we consider all the variables, all the things we have to think about to maximize retirement income.” – Jack Sharry
[25:50] – “Essentially, what we’re really doing is we see a lot and we can see what the trends are, what the challenges are, and what the issues are. And what we’re involved with is creating a new category. As we’re doing that, we want to share what we’re learning because the reason a lot of people listen to this podcast is to find out what other people are doing.” – Jack Sharry
Links
- Matt Nollman on LinkedIn
- Edmund F. Murphy II
- Empower Retirement
- Personal Capital
- Fidelity Investments
- Aaron Schumm
- Vestwell
- Yaqub Ahmed
- Harshendu Bindal
- Franklin Templeton
- James Gorman
- Morgan Stanley
- Solium Capital (now Shareworks by Morgan Stanley)
- Eaton Vance
- Rose Palazzo
- Eric Lordi
- Benjamin Huneke
- BlackRock Aladdin
- E-TRADE Financial
- Nicole Casperson
- Michael Liersch
- Wells Fargo
- Jessica Liberi
- eMoney Advisor
- Len Reinhart
- John Connors
- John Thiel
- Merrill Lynch
- Jasmine Jirele
- Allianz Life
- Heather Kelly
- David Lau
- DPL Financial Partners
- Mark Hoffman
- Martin Cowley
- Harry Bartle
- Steve Zuschin
- Jeff Quigley
- Alyson Dorosky
- Mary Beth Franklin
- InvestmentNews
Connect with our hosts
Subscribe and stay in touch
