Author: trtnetwork

In this episode, Jack talks with Christina Townsend, Managing Director and Head of Relationship Management, Consulting, and Platform Strategy at BNY Mellon’s Pershing.Christina coaches RIA firms on how to make smart technology decisions and how to devise strategies to strengthen their relationships with investors. For more than two decades with Pershing, Christina was able to work directly with clients and was responsible for product management and implementation.Christina talks with Jack about choosing what goes best in your tech stack, balancing the roles of people and tech in business, and the future of wealthtech.“The balance between people and technology is different…

In this episode, Jack continues his conversation with Jasmine Jirele, President and CEO of Allianz Life Insurance Company of North America.A primary component of Jasmine’s approach to her newly appointed CEO role is her focus on building great teams. Having a cross-functional background, she’s seen the benefit of having the right people in the right roles to leverage opportunities appropriately. Jasmine has also pushed forward initiatives to ensure that the right technology is in place to support her teams and clients. Jasmine talks with Jack about the hiring process, establishing strong relationships with distribution partners, and how to work with changing…

In this episode, Jack talks with Jasmine Jirele, President and CEO of Allianz Life Insurance Company of North America.As the head of one of the most successful insurance companies in the country, Jasmine brings a fresh take to the CEO role as she brings the company into its next phase. Jasmine committed much of her career to financial services and eventually landed her dream job as the Chief Growth Officer at Allianz where she was able to coordinate projects within operations, marketing, and product. Jasmine talks with Jack about the process of incorporating product and distribution relationships with tech, and the…

This time of year often calls for reflection. As we look back on 2021 and to the year ahead, we’re flipping the script and handing LifeYield’s VP of Marketing Matt Nollman the reins. Today, Matt interviews our regular host Jack Sharry as well as guest Mark Hoffman, CEO and Founder of LifeYield. Due to the pandemic and a rapidly shifting demographic, firms have had to react quickly to meet new and rising client demands. At the forefront of those rising demands, LifeYield has learned quite a bit about navigating the new financial ecosystem and adding value where it counts.In this episode,…

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 interested in fintech. At BlackRock he helped build a software company that specialized in commercial mortgage-backed securities and commercial loans. Now, with Flyer, Brian is focused on building trading technology that brings together major custodians and brokers through APIs. Brian talks with Jack about the three essential approaches to smart trading and how integrating APIs can create powerful trading platforms.“Tech, tech, tech… use it for strategic advantage to help your clients. This can include everything—from the…

In this episode, Jack and co-host Steve Zuschin talk with Rose Palazzo, Group Head at Envestnet | MoneyGuide. As the former Head of Financial Planning at Morgan Stanley, Rose helped develop the leading technology required to make UMH a reality for RIAs and larger firms alike. Her approach to knowing when to buy or build technology and evaluating partners allowed for rapid and effective development. With more than 20 years of experience in the financial services industry, Rose has seen the need for these tools firsthand and has been instrumental in bringing them to fruition. Rose talks with Jack and Steve about…

In this episode, Jack talks with Tricia Haskins, head of technology and platform consulting at Fidelity Investments.Tricia is an influential and thought-provoking leader in the wealth management industry. Her passion to help businesses innovate, scale, and better engage with clients goes beyond the walls of Fidelity. As a keynote speaker, Tricia is well-known for always bringing the industry up to speed on the future of financial services and wealth management.Tricia talks with Jack about the pathway to digital empowerment, how technology can deepen our relationships, and how to grow your business through scale and efficiency.“Firms see where they can add…

In this episode, Jack talks with Steve Zuschin,  Executive Vice President at LifeYield.From years of experience in sales and finance management, Steve has mastered the art of client engagement and has a deep understanding of client needs and wants. Through technology and tools, he and his team at LifeYield create statistics that can help provide the best solutions for clients.Steve talks with Jack about using tools to optimize asset allocation, engaging with clients efficiently for smooth coordination on assets, and getting better social security benefits“Financial wellness is all about creating workflows. It’s about leading people down a path, providing the…

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 training for financial advisors. As an industry leader, Steve has spent time in many different roles. Outside the office, he is an ardent advocate for rethinking, reimagining, and restructuring the concept of retirement. Steve has been a long-time proponent of shaking up the industry and inviting more channel collaboration across teams. Steve talks with Jack about lead generation, the importance of taking the next step, best practices for better engagement with clients, and the benefits of using…

In this episode, Jack talks with Nicole Casperson, FinTech reporter for InvestmentNews.Nicole is well-known for covering innovation and wealth tech trends in finance. Recently, she has been developing strategic innovations in UMH. Prior to her experience in fintech, Nicole wrote for trade publications in the housing and mortgage industry. Jack and Nicole talk about the importance of cyber security in finance, the impact of personalization, and the future of UMH.“UMH needs to evolve beyond a platform or a service we provide. Within five years it will become mainstream. It will become table stakes that technology is connected, that data is connected,…