WealthTech on Deck
by LifeYield
Latest episode
From Wealth Manager to Wealth Advocate with Shauna Mace
From Wealth Manager to Wealth Advocate with Shauna Mace
About this podcast
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
Episodes
The newest 20 of 257 episodes
- From Wealth Manager to Wealth Advocate with Shauna Mace · 30 minThis week, Jack Sharry talks with Shauna Mace, Managing Director and Head of Practice Management at SEI, where she also leads the SEI Growth Lab. Shauna began her career helping…
- Why Wealth Firms Need to Own Their Infrastructure with Kevin Mitchell · 24 minThis week, Jack Sharry talks with Kevin Mitchell, CEO and Co-Founder of Graphene. After nearly two decades building and operating regulated wealth platforms across the UK and…
- Turning Holistic Advice into Holistic Implementation with Max Lane · 33 minThis week, Jack Sharry talks with Max Lane, CEO of Flourish. Since joining the company in 2017, Max has helped build Flourish around one central idea: advisors need better tools…
- Why Advisors Matter More in an Age of Unlimited Information with Jim Patrick · 26 minThis week, Jack Sharry talks with Jim Patrick, Senior Business Advisor at McKinsey. Jim has more than 25 years of experience in wealth management, asset management, institutional…
- Women & Wealth: How Women Investors Are Reshaping Wealth Management with Ann Covington · 33 minThis week, Jack Sharry talks with Ann Covington, Founder & Financial Advisor at CovingtonAlsina. Ann is passionate about helping strong, successful women navigate increasingly…
- How Advisors Can Build More Tax-Efficient Portfolios with Andrew Ang · 22 minThis week, Jack Sharry talks with Andrew Ang. Andrew is a leading voice in quantitative investing, factor research, tax-efficient portfolio construction, and AI. He spent 15…
- Building a Protection-First Advice Model with Mike Perry · 31 minThis week, Jack Sharry talks with Mike Perry, Head of Client Solutions and Wealth Management at Guardian Life. With leadership experience spanning Guardian, Nuveen, UBS, and…
- How Technology and Operations Enable Total Wealth Advice with Alok Kapoor and John Hogarty · 29 minThis week, Jack Sharry talks with Indivisible Partners' Founder and Chief Technology Officer, Alok Kapoor, and Founder and Chief Operating Officer, John Hogarty. Alok oversees…
- Five Key Trends Reshaping the Investor Landscape with Andrew Guillette · 32 minThis week, Jack Sharry talks with Andrew Guillette, Vice President of Global Insights at Broadridge. Founder of Verge Advisory and former COO of Cerulli, Andrew has a track…
- Scaling an Independent RIA Without Losing Your Culture with Randy Morris and Seamus O’Brien · 28 minThis week, Jack Sharry talks with Summit Wealth Group Founder & CEO Randy Morris and Head of Advisor Success Seamus O’Brien. After leading the firm’s successful transition to…
- Driving Growth Through Operational Scale with Jack Hannah · 23 minThis week, Jack Sharry talks with Jack Hannah, President & Chief Operating Officer at GeoWealth. Jack oversees the firm's operations, service, and both digital and investment…
- Institutionalizing Organic Growth with Rick Kent & Kay Lynn Mayhue · 31 minThis week, Jack Sharry talks with Merit Financial Advisors' CEO & Founder, Rick Kent, and President, Kay Lynn Mayhue. Rick is an entrepreneur and visionary leader who founded…
- Beyond the Hype: How AI Makes a Difference in Wealth Management with Rob Pettman · 30 minThis week, Jack Sharry talks with Rob Pettman, President and Chief Revenue Officer at TIFIN. Rob brings more than 20 years of leadership experience across wealth management…
- Advisor Shortage, AI, and the Next Growth Model with Vlad Golyk · 30 minThis week, Jack Sharry talks with Vlad Golyk, Partner and Leader of McKinsey's North America Wealth Management Practice. Vlad works closely with wealth and asset managers…
- Why Advisor Capacity Is the Future of Growth with Steve Gresham · 31 minThis week, Jack Sharry talks with Steve Gresham, Founder and Managing Principal at NextChapter. With more than 40 years in asset and wealth management, Steve has spent his career…
- Operationalizing AI: Turning Technology into Sustainable Organic Growth with Alois Pirker · 26 minThis week, Jack Sharry talks with Alois Pirker, Founder & CEO of Pirker Partners. For 25 years, Alois has worked with many leading wealth management firms and providers globally…
- The Convergence Era: Advancing Advisor Technology and Client Experience with Bradley Kellum · 28 minThis week, Jack Sharry talks with Bradley Kellum, Partner and Head of Wealth Management for North America at Oliver Wyman. Brad is a leader in wealth management technology…
- How Unified Managed Household Was Born with Len Reinhart · 32 minThis week, Jack Sharry talks with Len Reinhart, President of Reinhart Consulting Group and a pioneer in fee-based advisory services. Len has spent decades shaping the evolution…
- Integrating Fee-Based Annuities into Household Wealth Management with David Lau · 29 minThis week, Jack Sharry talks with David Lau, Founder & CEO at DPL Financial Partners. David is an innovator and disruptor in the financial services industry and one of the…
- How AI-Native Platforms Transform Advisor Workflows with Bassam Chaptini and Rabih Ramadi · 26 minThis week, Jack Sharry talks with the Co-Founders of Avantos, Bassam Chaptini and Rabih Ramadi. With deep experience in financial technology and enterprise systems, Bassam and…
