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In this episode, Jack talks with Lori Hardwick, Chairman of Riskalyze and Board Member at firms like Orion Advisor Tech and Cetera Financial Group.Lori began climbing the financial services ladder working as a wholesaler. In 1997 she had her first baby and realized the wholesaler lifestyle didn’t mesh with motherhood. So she pitched an idea to her senior executive team about starting an RIA program back when RIAs were still relatively new to the industry. She then left to start her own firm, Envestnet. After decades as a leader in the industry, Lori describes the successes and failures that sometimes unfold…
In this episode, Jack Sharry talks with Mary Beth Franklin, a columnist and contributing editor at Investment News, specializing in social security, medicare, and retirement income. We’re living in a time where traditional retirement rules no longer apply, in part because of COVID-19’s dramatic impact on money in motion. As a result, helping clients navigate retirement is more complex than ever before. Having spent her career covering retirement from all angles – from policies on Capitol Hill to life inside private firms – Mary Beth has a unique understanding of where we’ve been and, more importantly, what retirement now calls for.Given…
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 afford healthcare and alleviate concerns about outliving their money. A believer in innovation, Gresham advocates for the use of tools and training when it comes to helping advisors meet the needs of their ever-evolving clientele. Jack and Steve talk…
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 retirement. Fast forward more than 30 years later, and that concept has taken shape at LifeYield.In the years that led Mark to LifeYield and his success building money-saving technology, he’s learned a few things about helping large firms achieve complex goals, the…
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 sold a 60% stake to Motion Partners. Cheryl was then appointed CEO of the newly branded Tegra118. Several weeks before Tegra118’s first anniversary, they merged with InvestCloud and Finantix. A true industry leader, Cheryl chats with Jack about planning for retirement,…
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’t always well-handled, he became fascinated with his own financial psychology and knew his career path would involve helping others.So he began teaching at NYU before transitioning into the corporate sector where he could help clients directly and in real-time. Now…
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 world of wealth technology, eventually landing at TD Ameritrade where she launched a web-based rebalancing platform. In the process, she realized advisors could use tech to better serve their clients. Today, Dani lives on the pulse of consumer behavior, following the latest tech trends…
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 agile, advisors must adapt to an ever-changing demographic with ever-changing preferences. And no one knows that better than Ed Murphy.As it’s grown and rebranded, Empower has made several smart acquisitions including the acquisition of Personal…
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 build the wealthtech platforms of the future. We promise to keep it short, sweet, and valuable.Our first episode drops in March 2021. Subscribe now, wherever you listen to podcasts. Links LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter