27 min
Creating Better Retirement Solutions Through Technology with Cheryl Nash and Steve Gresham WealthTech on Deck
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- Investing
As the population of retirees continues to grow, this puts a lot of stress on the traditional retirement system. Finding better retirement solutions is becoming increasingly important. What can financial advisors and industry leaders do to provide better retirement planning and solutions?
In today’s episode, Jack talks with Cheryl Nash, CEO of Financial Supermarket at InvestCloud, an established and trusted leader in wealth technology, and Steve Gresham, CEO of The Execution Project, a wealth management consulting firm that helps companies create better wealth management and retirement solutions.
Cheryl and Steve are true industry leaders. Cheryl grew up in the wealth management industry and has held roles in nearly every functional area. Steve is a leader in understanding trends facing the wealth management industry. His focus is on improving retirement solutions for a wave of retiring clients.
Cheryl and Steve talk with Jack about the project they have been working on together, The Next Chapter Leadership and Action Initiative. They also discuss the role of technology in retirement planning, what industry leaders and top financial advisors do differently to provide retirement solutions, and how investors are becoming more concerned about their retirement income.
Key Takeaways
[01:36] - What Next Chapter is all about.
[08:28] - What industry leaders and top financial advisors do differently.
[10:35] - The role of technology in retirement planning and solutions.
[14:20] - How investors are becoming more concerned about their retirement income.
[18:00] - Why digital platforms need to be simplified.
[23:21] - What to look forward to at the Next Chapter conference.
Quotes
"We've talked about goals-based planning for years. Everybody wants a goal. Everybody has a retirement goal. So, now that we're at a point where 10, 000 people are retiring every day, we've got to figure this out. And technology has to be the enabler and you've got to get working with the right people." - Cheryl Nash
“We’re trying [to create] a frictionless solution for the clients, and help them actually achieve that retirement that they're on the cusp of, but then also support advisors.” - Steve Gresham
Links
Cheryl Nash on LinkedIn
Steve Gresham on LinkedIn
The Execution Project
InvestCloud
Money Management Institute
Financial Advisor Magazine
Next Chapter Conference
Financial Advisor Magazine
Merrill Lynch
Next Chapter on LinkedIn
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify
LinkedIn
Twitter
Facebook
As the population of retirees continues to grow, this puts a lot of stress on the traditional retirement system. Finding better retirement solutions is becoming increasingly important. What can financial advisors and industry leaders do to provide better retirement planning and solutions?
In today’s episode, Jack talks with Cheryl Nash, CEO of Financial Supermarket at InvestCloud, an established and trusted leader in wealth technology, and Steve Gresham, CEO of The Execution Project, a wealth management consulting firm that helps companies create better wealth management and retirement solutions.
Cheryl and Steve are true industry leaders. Cheryl grew up in the wealth management industry and has held roles in nearly every functional area. Steve is a leader in understanding trends facing the wealth management industry. His focus is on improving retirement solutions for a wave of retiring clients.
Cheryl and Steve talk with Jack about the project they have been working on together, The Next Chapter Leadership and Action Initiative. They also discuss the role of technology in retirement planning, what industry leaders and top financial advisors do differently to provide retirement solutions, and how investors are becoming more concerned about their retirement income.
Key Takeaways
[01:36] - What Next Chapter is all about.
[08:28] - What industry leaders and top financial advisors do differently.
[10:35] - The role of technology in retirement planning and solutions.
[14:20] - How investors are becoming more concerned about their retirement income.
[18:00] - Why digital platforms need to be simplified.
[23:21] - What to look forward to at the Next Chapter conference.
Quotes
"We've talked about goals-based planning for years. Everybody wants a goal. Everybody has a retirement goal. So, now that we're at a point where 10, 000 people are retiring every day, we've got to figure this out. And technology has to be the enabler and you've got to get working with the right people." - Cheryl Nash
“We’re trying [to create] a frictionless solution for the clients, and help them actually achieve that retirement that they're on the cusp of, but then also support advisors.” - Steve Gresham
Links
Cheryl Nash on LinkedIn
Steve Gresham on LinkedIn
The Execution Project
InvestCloud
Money Management Institute
Financial Advisor Magazine
Next Chapter Conference
Financial Advisor Magazine
Merrill Lynch
Next Chapter on LinkedIn
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify
LinkedIn
Twitter
Facebook
27 min