Author: trtnetwork

One of the most important aspects of digital transformation is the need to bring together assets, people, and processes. The merging and acquisition of the best wealth management platform can bring together the best of all three. This strategy brings together the best of what each company has to offer— award-winning asset management, an industry-leading client experience, and the scale to service even the most complex client needs.In this episode, Jack talks with Edmund Murphy, President and Chief Executive Officer of Empower. Edmund brings decades of broad leadership experience to his role. He was appointed as the inaugural President of…

Nowadays, marketing is about more than just advertising. It’s about creating a connection with your customers and giving them a positive experience that will make them want to return for more. In financial services, happy customers are worth their weight in gold. In this episode, Jack talks with Kimberly Beck, Chief Marketing Officer at YieldX. Kimberly has nearly 25 years of experience in the fintech and asset management industries. Before joining YieldX, Kimberly was Head of Wealth Marketing at Envestnet. She also held marketing leadership roles at both BlackRock and Nuveen. At YieldX, Kimberly is responsible for increasing brand awareness and…

It’s been an amazing year for WealthTech on Deck podcast. Jack Sharry interviewed some inspiring and successful thought leaders in the financial services industry.In this year-end edition of the WealthTech on Desk podcast, Jack Sharry, LifeYield’s EVP, Chief Growth Officer, and show host, takes the spotlight as Matt Nollman, VP of Marketing, takes the host seat. WealthTech on Deck is the perfect podcast to get up to speed on the latest developments in the wealth management industry and learn about the people shaping its future.After hearing a lot of interesting ideas, strategies, and important advances from leaders across the financial…

In this episode, Jack talks with Deep Srivastav, Senior Vice President and Head of Digital Investment Solutions for Franklin Templeton Investment Solutions. Joining them is Martin Cowley, Executive Vice President and Head of Product at LifeYield. In his role, Deep is responsible for the development and deployment of Franklin Templeton’s investment solutions through digital channels. It involves leveraging financial technologies, data science capabilities, and investment capabilities related to goals-based wealth management to bring Franklin Templeton’s personalized investment solutions to market. On the other hand, Martin Cowley is an expert at building platforms across the wealth management ecosystem. At LifeYield, Martin and…

The art of storytelling is one of the oldest and most powerful tools in the human toolbox. For centuries, stories have been used to teach, entertain, and connect people from all walks of life. In recent years, storytelling has made a comeback in the business world as a powerful marketing tool. But what makes a good story? And how can you use stories to connect with your audience in a way that feels authentic and genuine?In this episode, Jack talks with Meghan McCartan, Chief Marketing Officer at Hightower Advisors. In her role, Meghan oversees advisor-facing marketing, thought leadership and events,…

In this episode, Jack talks with Kaitlin Hendrix, Senior Researcher and Vice President at Dimensional Fund Advisors, and Shawn Jaberzadeh, Vice President on the Global Client Group at Dimensional Fund Advisors. In her role, Kaitlin conducts research and analyses to evaluate and enhance Dimensional’s investment strategies. She focuses on asset allocation research to develop value-added investment solutions that meet clients’ needs, goals, and preferences in a systematic, reliable, and cost-efficient manner.Shawn has been with Dimensional Fund Advisors for 16 years. He has worked closely with RIAs in the Enterprise Group, which partners with the largest U.S.-based national RIA and intermediary…

Over the years, businesses have focused on providing the best products and services. While this is still important, it’s no longer enough. Client experience is the new battleground in today’s business environment and will only become more important in the years to come.In this episode, Jack talks with Greg Menefee, Senior Vice President of Consulting & Implementation at Orion Advisor Tech. As a leader, Greg has built and led new, diverse teams by strategically establishing and cultivating a positive, productive, and inclusive cultural foundation. In his role, Greg leads a team that supports independent financial advisors in incorporating tech into…

Since its inception, the Social Security program has been a cornerstone of retirement planning. Though most people think of social security as a retirement program, it is much more than that. There are many ways to maximize Social Security benefits people don’t realize.In this episode, Jack talks with Alyson Dorosky, Marketing Manager and Head of Social Security Support at LifeYield. Also joining them is Jeff Quigley, Vice President of Enterprise Sales and Relationships at LifeYield. In her role, Alyson is a key member of the Marketing and Advisor Success Teams at LifeYield. She’s been supporting advisors using Social Security Advantage, which…

Many individuals and families face financial challenges that require professional assistance to navigate. These challenges can range from investment planning and portfolio management to retirement planning and tax optimization. With the best financial planning tools and investment strategies, financial advisors can provide investors with the best-in-class financial advice.In today’s episode, Jack talks with Jed Finn at the Next Chapter Rockin’ Retirement Conference. Jed is the COO and Managing Director for Morgan Stanley Wealth Management. In his role, Jed often has to make tough decisions about budgets and strategies and work with the leadership team to optimize resource allocation in pursuit…

Digital transformation is inevitable, and financial services companies have to be nimble and adapt to the changing landscape. They need to find ways to capitalize on opportunities to remain relevant. As the world ages and demographics change, client and advisor relationships continuously evolve.In this episode, Jack talks with Kabir Sethi, Managing Director and Chief Product Officer at LPL Financial. In his role, Kabir oversees advisor and end client experience and investment solutions and platforms. He is responsible for investment, banking and lending products, research, core advisor operating platform, end investor experience, third-party and fintech partnerships, and enterprise data and analytics.With…