Browsing: Uncategorized

Keep It Simple, Score Everything, and Other Lessons From LifeYield with Mark Hoffman

April 13, 20212 Mins Read0 Views

In this episode, Jack Sharry talks with Chairman and CEO of LifeYield Mark Hoffman. In addition to leading the company,…

The Future of Human & Digital Advice, Why Tech Matters, and the Power of Personalization with Cheryl Nash

April 6, 20212 Mins Read0 Views

In this episode, Jack Sharry talks with Cheryl Nash, CEO of the Financial Supermarkets Division at InvestCloud. Cheryl unpacks her…

Transforming the Financial Decision-Making Process with Michael Liersch

March 30, 20212 Mins Read0 Views

In this episode, Jack Sharry talks with Michael Liersch, Head of Advice & Planning at Wells Fargo. They dive into…

Experimentation, the Impact of Consumer Trends, and How Tech Will Transform the Advisor Space with Dani Fava

March 23, 20212 Mins Read0 Views

In this episode, Jack Sharry talks with Dani Fava, Head of Strategic Development at Envestnet. Envestnet’s mission is to make…

Personalization, Scaling Efficiently, and Serving the Underserved with Ed Murphy

March 16, 20212 Mins Read0 Views

In this episode, Jack Sharry talks with Ed Murphy, CEO of Empower Retirement. Empower is the second-largest retirement plan recordkeeper…

Introducing: WealthTech on Deck!

February 25, 20211 Min Read0 Views

WealthTech on Deck is a new podcast from LifeYield about the future of wealth management technology. We created this podcast specifically…

Owning Your Data: The Future of Wealth Management

December 31, 20241 Min Read36 Views

Episode 074: In this “Best of 2024” episode of The Connected Advisor, Kyle Van Pelt brings together four leaders from four firms to discuss why firms should own their data and why data and technology are keys to success. Featuring Mike Prior, Brian Preston, Mark DeLotto, and Chrissy Lee.
In this episode:

(00:00) – Intro

(00:52) – Mike Prior on the importance of a modern approach to technology.

(04:37) – Brian Preston on how to build organic growth by being on the front edge of technology.

(07:00) – Mark DeLotto on the criticalness of data in all aspects of building a firm.

(12:00) – Chrissy Lee on how technology is the secret to exceptional operations.

Links

Mike Prior on LinkedIn

Priority Financial Group

Brian Preston on LinkedIn

Abound Wealth

Mark DeLotto on LinkedIn

Simon Quick Advisors

Chrissy Lee on LinkedIn

Merit Financial Advisors

Connect with our hosts

Milemarker.co

Kyle on LinkedIn

Jud on LinkedIn

Subscribe and stay in touch

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Spotify

YouTube

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