WealthTech on Deck

LifeYield
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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.

  1. HÁ 1 DIA

    Architecting the Future of Financial Advice with Amy Young

    This week, Jack Sharry talks with Amy Young, Founder of Advice Architects. Amy Young is a longtime wealth-management strategist and former Microsoft managing director who has spent three decades at the intersection of capital markets, consulting, and technology partnerships. After working with major financial institutions on data and generative-AI initiatives, she founded Advice Architects, a consulting practice helping firms design the technology, workflows, and skills needed to deliver more effective, scalable financial advice. Amy talks with Jack about how generative AI has evolved from a simple chat interface into a powerful, governed ecosystem capable of executing tasks, surfacing insights, and enabling mass personalization at scale. She discusses how wealth management firms can leverage these advancements to help advisors bridge the AI skill gap and move beyond portfolio talk into high-value, holistic advice. In this episode: (00:00) - Intro (01:51) - Amy’s path into wealth tech and behavioral finance (04:10) - Why Amy left Microsoft to start Advice Architects (06:13) - How generative AI has evolved beyond chatbots (08:54) - Building AI tools without being a developer (12:07) - Why agents may define the next phase of AI (19:15) - Turning financial advice into real-life problem solving (24:47) - Amy's key takeaways (27:22) - Amy's interests outside of work Quotes "The biggest challenge impairing the wealth industry's adoption of AI is that leaders have a skill gap. They have a huge learning curve to scale on AI. And maturing AI, like building a whole stack, a strategy, and a roadmap, really requires those leaders to upskill." ~ Amy Young "Advice is absolutely central, but how we architect our stack is a critical success factor for the delivery of that advice." ~ Amy Young "If advisors can't differentiate from what a consumer can get from ChatGPT, the industry is going to have a problem." ~ Amy Young Links  Amy Young on LinkedIn Microsoft Jump AI Never Eat Alone Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    30min

  2. 3 DE MAR.

    2025’s Biggest WealthTech Shifts with Jack Sharry

    In this year-in-review episode, Matt Nollman, Head of Product Marketing at SEI LifeYield and Producer of WealthTech on Deck, steps into the host chair and interviews Jack Sharry on the five defining WealthTech themes of 2025. From household-level tax optimization and AI-powered advisor capacity to the industry’s struggle with organic growth, the mainstreaming of alternatives, and the rise of human-centered advice, Jack connects the dots across 44 conversations and 80,000 downloads. Together, they explore how wealth-as-a-service operating models, integrated platforms, and scalable personalization are reshaping financial advice—offering a clear, practical blueprint for firms seeking sustainable growth in 2026 and beyond. In this episode: (00:00) - Intro (01:48) - The five defining WealthTech themes of 2025 (03:58) - From accounts to households: the push for unified, tax-smart advice (07:00) - AI as an amplifier: scaling personalized advice without replacing advisors (09:51) - The organic growth dilemma facing the industry (15:22) - Building a true growth engine: wealth as a service in action (18:22) - Alternatives go mainstream: opportunity, risk, and execution challenges (22:28) - Human-centered advice: longevity, purpose, and the next generation (26:18) - Jack's key takeaways (30:01) - Jack's interests outside of work Quotes "Better financial outcomes can be achieved for clients, advisors, and firms through household-level tax smart advice at scale." ~ Jack Sharry "Organic growth is not achieved as a function of better salespeople or better sales tactics. Successful organic growth is achieved through a combination and coordination of highly competitive investment products, state-of-the-art, fully integrated technology and platforms, seamless coordinated digital operations, and savvy digital marketing." ~ Jack Sharry "Human-centered advice conversations consistently reinforce that the endgame is about better human outcomes, with tech products, alts, and platforms as enablers." ~ Jack Sharry Links  Jack Sharry on LinkedIn Matt Nollman on LinkedIn Scott Smith Cerulli Associates Justin Singer EY Parker Ence Jump AI Arnulf Hsu GReminders Ritik Malhotra Savvy Alicia Rich Broadridge Colleen Bell Cambridge Investment Research Connor Coughlin Apex Fintech Solutions Arthur Worthington Morgan Stanley J.P. Morgan Fidelity Investments John Amore Kestra Financial Mike Capelle Modern Wealth Management Randy Morris Summit Wealth Group Doug Fritz F2 Strategy Randy Lambert Rafael Couto Jeffrey Levi Deloitte Neil Bathon Fuse Research Network Tony Davidow Franklin Templeton Ryan Eisenman Arch Ryan VanGorder Opto Investments David Goldman  Pontera Ken Dychtwald Age Wave Suzanne Schmitt Next Chapter Lacy Garcia Trust Willow Adam Holt Asset-Map Steve Chen Boldin Steven Miyao Jamie Hopkins WSFS Bank Brooke Elliott Hale Education Westport River Watershed Alliance Connect with our hosts LifeYield Matt Nollman on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    33min

  3. 24 DE FEV.

    Designing the Next Wave of Technology-Driven Businesses with Sneha Shah

    This week, Jack Sharry talks with Sneha Shah, Executive Vice President and Head of New Business Ventures at SEI. Sneha brings more than 25 years of global leadership experience across data, technology, and human-centered innovation.  Jack and Sneha explore how innovation actually takes root inside large financial services organizations. Sneha shares how SEI is incubating new ideas, empowering employees, and turning emerging technologies like AI and tokenization into real-world impact. The conversation spans mindset shifts, the role of community, generational and gender-based wealth transfer, and why partnerships—not ownership—will determine who wins in the next era of wealth management. In this episode: (00:00) - Intro (01:35) - Sneha's global career journey and her role at SEI (04:47) - How SEI sources ideas and turns them into new ventures (07:39) - From idea to impact: real examples of innovation getting funded (09:45) - How employees are responding to SEI’s innovation culture (10:40) - Why personalized communication is key to leading organizational change (14:46) - Sneha's outlook on the future of the financial services industry (19:18) - Why partnerships matter more than ever in times of rapid change (21:05) - Sneha's key takeaways (22:08) - Sneha's interests outside of work Quotes "The largest obstacle to the emerging technologies is not the technology itself—it's often the mindset that will allow that technology to take root." ~ Sneha Shah "Innovation cannot be impactful unless you actually bring people along. And I see that with AI and tokenization. The use, adoption, and scaling of it really depend on the human being feeling like it's something that's going to help transform that job." ~ Sneha Shah "The failure of our ability to take advantage of technology is not going to be technology. It's going to be our lack of imagination. And so the more that you can excite people's imagination and get them to engage, the further you can really take these technologies." ~ Sneha Shah Links  Sneha Shah on LinkedIn SEI SEI Next Thomson Reuters Education Development Center African Leadership Academy Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    25min

  4. 17 DE FEV.

    The Great Convergence in Wealth Management with Garrett Beam

    This week, Jack Sharry talks with Garrett Beam, Head of Digital Solutions at Cetera Financial Group. Garrett drives the product vision, strategy, experience, design, and execution across various platforms and products to support Cetera's overarching strategic plan. He collaborates closely with the users and internal teams, including development and engineering, quality assurance, marketing, training, sales, and other groups, to deliver impactful solutions, go-to-market activities, adoption initiatives, and ongoing enhancements. Garrett talks with Jack about how the asset and wealth management industry is moving toward the great convergence, where technology, operations, and investment solutions seamlessly blend to meet rising consumer expectations. He shares how firms can shift from siloed processes to integrated, user-centric experiences, and how AI enables these platforms and digital solutions to be simple, intuitive, and empowering.  In this episode: (00:00) - Intro (01:47) - Garrett's role at Cetera Financial Group (04:45) - How the industry has evolved over the past 15 years (08:50) - What the great convergence is all about (12:40) - The own vs. rent strategy in fintech development (14:30) - The role of human consultation and training in a digital-first world (19:04) - Why client-service platforms should be intuitive (22:23) - The power of AI in transforming financial services (26:45) - Garrett's key takeaways (29:15) - Garrett's interests outside of work Quotes "The need to respond to end consumers' expectations is why we, as businesses, exist. Without the end customer and the delivery of value, you don't have a viable business." ~ Garrett Beam "Tech and AI are going to transform businesses, period. Wealth management and wealthtech are no different. Advisors and providers of capabilities must embrace tech and AI to better serve their clients and scale their businesses." ~ Garrett Beam "From an industry and profession perspective, we have an opportunity to dramatically broaden access to high-quality financial advice. And that requires change. It requires being bold and innovative." ~ Garrett Beam Links  Garrett Beam on LinkedIn Cetera Financial Group BNY Charles Schwab Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    32min

  5. 10 DE FEV.

    Key Findings from the 2025 MMI Investment Advisory Pulse Survey with Tim Kresl and Ashley Wood

    This week, Jack Sharry talks with Tim Kresl, Managing Principal & Head of US Client Success, and Ashley Wood, Managing Principal in Data & Analytics at Broadridge. Tim specializes in market strategy and quantitative analysis, while Ashley brings a strong background in client engagement and innovative financial solutions.  Tim and Ashley team up to help asset managers create more data-driven distribution strategies.  Tim and Ashley talk with Jack about the key findings of the 2025 MMI Investment Advisory Pulse Survey. They discuss the alignment and gaps between asset managers and wealth managers and the rising demand for tax-optimized portfolios. Tim and Ashley also share insights on how technology is redefining the advisor value proposition and how AI is shifting from experimental curiosity to a core business priority. In this episode: (00:00) - Intro (01:38) - Tim’s and Ashley's roles at Broadridge (05:25) - Tim on the gaps and alignments between asset and wealth managers (08:19) - Ashley's takeaway from the 2025 MMI Investment Advisory Pulse Survey (11:12) - The shifting value proposition of financial advisors (15:00) - Why tax optimization is a priority for wealth managers (20:11) - The role of technology in managing multiple accounts efficiently (21:54) - What it takes to manage multi-account, unified managed households (25:05) - Ashley's key takeaways (28:59) - Tim's key takeaways (31:19) - Ashley's interests outside of work (32:17) - Tim's interest outside of work Quotes "From a product perspective, we're actually seeing some alignment in the core needs that asset and wealth managers are expressing. And those really revolve around a couple of key themes: lower-cost solutions and tax-optimized solutions." ~ Ashley Wood "Financial advisors are shifting from what was once a very investment management-heavy value proposition to being much more holistic financial planning. And holistic financial planning encompasses far more than just portfolio management and investment selection." ~ Tim Kresl "The primary way that we've seen firms really managing portfolios from a tax-optimized perspective is obviously asset location and more dynamic tax optimization strategies like tax loss harvesting." ~ Tim Kresl "Wealth managers are increasingly looking to do more with fewer asset manager partners. So, it's about leveraging technology to manage decreasing margins while providing increased customization and scale." ~ Ashley Wood Links  Tim Kresl on LinkedIn Ashley Wood on LinkedIn Money Management Institute Broadridge Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    35min

  6. 3 DE FEV.

    Why the Future of Financial Advice Is Human-Led and AI-Enabled with Michael Liersch

    This week, Jack Sharry talks with Michael Liersch, Chief Planning Officer at Edelman Financial Engines. Michael acts as the production arm at Edelman. He leads the firm's strategic agenda around the convergence of financial planning, advice, technology, operations, investment solutions, and user experience. With a distinguished career spanning academia and financial services, Michael is also known for integrating behavioral insights into financial strategy. Michael talks with Jack about how artificial intelligence and automation are reshaping financial advice, not as a replacement for humans, but as a force multiplier for listening, building trust, and improving outcomes. He also discusses the phases of AI integration, the risks of "over-AI-ing" the client experience, and his vision for a future in which advice itself, rather than products, is the industry's core value proposition. In this episode: (00:00) - Intro (02:18) - Michael's role at Edelman Financial Engine (04:04) - Michael's psychological perspective on AI (08:51) - Edelman's practical application of AI (15:55) - How Edelman uses AI at scale (21:49) - Protecting clients from “over-AI-ing” (25:30) - Michael's outlook on the future of AI in financial services (29:54) - Michael's goal for the financial industry (34:37) - Michael's interests outside of work Quotes "We are in a truly new and unique era, recognizing that machines, you can call that AI, and humans can complement each other." ~ Michael Liersch "What's interesting about the machine is that it doesn't really have any of its own feelings. But it really does a great job of giving itself entirely to the human and achieving a level of precision that humans find challenging." ~ Michael Liersch "I really want to move the financial industry toward having advice be the actual product." ~ Michael Liersch Links  Michael Liersch on LinkedIn Edelman Financial Engines Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    40min

  7. 20 DE JAN.

    Five Trends Reshaping the Future of Wealth Management with Chip Roame

    This week, Jack Sharry talks with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors & Tiburon CEO Summits. Chip is a leading strategic advisor to 700+ Tiburon corporate member firms and other clients, primarily advising CEOs, senior executives, and boards of directors of wealth and investment management firms. He is responsible for all of Tiburon's research and advisory activities, keeping him at the leading edge of strategic initiatives in the industry's fastest-growing businesses. Jack and Chip break down the real forces shaping wealth management today. Chip shares insights from the latest Tiburon CEO Summit in Boston, covering shifting client segments, asset flows across channels, the dominance of ETFs and private credit, and why scale continues to win. They discuss lead generation as a defining competitive advantage, the accelerating pace of consolidation, and how AI may drive efficiency and personalization without replacing advisors. In this episode: (00:00) - Intro (01:26) - Five major themes from the Tiburon CEO Summit (02:38) – How investors are changing—and why the generational wealth transfer is overstated (05:39) – Where the money is really flowing across wealth management channels (08:37) – Cheap beta vs. private markets: the widening product divide (11:05) – Why scale keeps winning and the biggest firms keep getting bigger (13:07) – Business strategy today: lead generation, advisors, and growth models (15:03) – What real organic growth looks like—and why it matters (19:47) – Industry structure: consolidation, M&A, and what’s coming next (22:10) – AI in wealth management: efficiency, personalization, and realistic timelines (24:39) - Chip's key takeaways (26:43) - Chip's interests outside of work Quotes "Private equity firms or the stock market value organic growth much higher than inorganic growth. And certainly, your cost to acquire a client will always be lowest in digital marketing, in social media, where you self-create the lead." ~ Chip Roame "Don't get caught up in all the news that gets reported every day. Focus on which firms are actually gathering the most money because they're the ones that are doing something right." ~ Chip Roame "Lead gen is a big deal right now, and I think those who figure it out are going to win. So if I were a wealth firm, I would be figuring out lead gen for my advisors at the home level." ~ Chip Roame Links  Chip Roame on LinkedIn Tiburon Strategic Advisors Tiburon CEO Summits Morgan Stanley Merrill Lynch Wells Fargo UBS Edward Jones Ameriprise Financial J.P. Morgan Charles Schwab Fidelity Investments BlackRock Forge Global Vanguard iShares Franklin Templeton Investments Jenny Johnson Envestnet Orion Advisor Solutions Addepar Tiburon Impact Adventures Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    31min

  8. 13 DE JAN.

    Why Tax-Smart Infrastructure Is the Future of Wealth Management with Arthur Worthington

    This week, Jack Sharry talks with Arthur Worthington, Managing Director of Strategic Business Development & Integration at SEI. With more than a decade of experience working directly with financial advisors, Arthur brings a rare blend of investment, technology, operations, and distribution expertise. In his current role, he leads the integration of major acquisitions—including LifeYield and Stratos—focused on helping wealth management firms scale, improve after-tax outcomes, and move from account-level to household-level implementation. Jack and Arthur examine why organic growth remains elusive for most wealth management firms—even amid the largest wealth transfer in history. Arthur explains how household-level investing, asset location, and tax-aware withdrawals can unlock meaningful after-tax value for clients while driving retention, consolidation, and enterprise growth for firms. They explore the rising complexity of advice, the shrinking supply of advisors, and why scalable infrastructure—not just AI—will define the next generation of successful advisory businesses. In this episode: (00:00) - Intro (02:03) - Arthur's role at SEI and building the platform of the future (03:22) - Why organic growth is so hard for most advisory firms (08:28) – The rising complexity of advice and what the future demands (10:33) – Turning tax management into a true competitive advantage (13:34) – How tax-smart investing can dramatically increase retirement income (15:48) – Using asset location to drive consolidation and organic growth (17:31) – Creating billions in enterprise value through smarter withdrawals (22:58) – Scaling advisory businesses without forcing a one-size-fits-all model (26:18) - Arthur's key takeaways (28:11) - Arthur's interests outside of work Quotes "Today, firms create and build technology infrastructure and then integrate those pieces one-to-one. The future is creating a unified data structure where organic agentic workflows that dynamically move data create real scale." ~ Arthur Worthington "Investing in the future is about creating outcomes at three different levels: how do we create a better experience for the investor with a better after-tax return, how do we create more scaled solutions, and how can we create more enterprise value." ~ Arthur Worthington "Financial planning is a huge part of the industry. Leaning into tax management as a differentiator is a durable way to differentiate their service in the market." ~ Arthur Worthington Links  Arthur Worthington on LinkedIn SEI Stratos Wealth Vanguard Amy Young Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    31min
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Sobre

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.

Informações

  • Criado por
    LifeYield
  • Anos de atividade
    2021 - 2026
  • Episódios
    234
  • Classificação
    Livre
  • Copyright
    © Copyright LifeYield, LLC
  • Site do podcast
    WealthTech on Deck

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