WealthTech on Deck

LifeYield
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WealthTech on Deck

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. -1 ДН.

    The Longevity Revolution: Rethinking Wealth and Health in Retirement with Ken Dychtwald

    Retirement is no longer viewed as a single event marking the end of one's career, but rather as a chapter with multiple phases and possibilities. This shift has led advisors to rethink their approach to retirement planning, with a focus on balancing financial strategies, healthcare needs, and lifestyle choices. In this episode, Jack Sharry talks with Ken Dychtwald, Founder and CEO of Age Wave. For 45+ years, Ken has been a leading visionary and original thinker regarding the lifestyle, marketing, health care, economic, and workforce implications of the age wave. Ken is a psychologist, gerontologist, and best-selling author of 19 books on aging-related issues. Jack and Ken discuss the changes brought about by increased longevity and the aging population in the financial services industry. From financial readiness to the evolving role of financial advisors, Ken explores what it means to live longer, healthier, and more purpose-driven lives. In this episode: [01:26] - Meet Ken Dychtwald [02:29] - Why people are rethinking their retirement plans [07:00] - How longevity has redefined retirement  [11:15] - The importance of mentors and mentorship [14:19] - The changing role of financial advisors  [19:04] - The need for advisors to be more holistic [21:56] - A shift from accumulation to decumulation strategies [25:29] - Ken's key takeaways [28;43] - Ken's interests outside of work Quotes [07:43] - "Aging isn't what it used to be. More and more people today are realizing that they don't want to live a longer life just to be old longer. They want a more cyclic life. People increasingly refer to this new chapter of their lives as a time of freedom, not a time to decline." ~ Ken Dychtwald [20:45] - "This age wave and this longevity revolution don't just mean that there'll be more older adults, but a new generation of older adults. These boomers are really demanding and want to be listened to and asked questions." ~ Ken Dychtwald [25:04] - "The entire population needs to be better oriented towards the financial considerations of 'How do I live long, how do I live well, and how do I make sure my wealth span matches my lifespan?’” ~ Ken Dychtwald  Links  Ken Dychtwald on LinkedIn Age Wave Chip Conley John Thiel Edward Jones The John A. Hartford Foundation Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    32 мин.

  2. -6 ДН.

    How SEI Is Setting New Standards for UMH with Michael Lane

    The RIA industry is experiencing massive consolidation, driving demand for integrated solutions that unify technology, investment management, and professional services. With its extensive back-office expertise, technology, and investment solutions, SEI is well-positioned to meet this growing need.  In this episode, Jack Sharry talks with Michael Lane, EVP and Head of Asset Management at SEI. Michael is responsible for the business and growth strategy of SEI's advisor and institutional businesses in North America and for leading the firm's investment management teams globally.  Michael shares his career journey and why he joined SEI. He discusses the macro trends in the wealth management industry, SEI's unique position in the market, and its vast and often misunderstood capabilities. Michael also shares the exciting opportunities to bring together SEI's many capabilities and make them more visible to the market. In this episode: [02:26] - Michael's career journey [05:46] - Why Michael joined SEI [09:27] - SEI's unique positioning and capabilities [13:45] - How SEI fills the gap in the wealth management marketplace [19:34] - How SEI coordinates tax and asset location across multiple accounts  [23:26] - SEI's long-term goals [27:09] - Michael's key takeaways [28:16] - Michael's interests outside of work Quotes “ What gets me super excited is how we start thinking about the ‘what ifs’, documenting those ‘what ifs’, figuring out what we can actually do over the next 6, 12, 18, 24 months, and then bringing that story out into the marketplace.” ~ Michael Lane “As you look around the marketplace, there are very few providers that exist out there that can do as many things as SEI can do.” ~ Michael Lane "Whatever you thought SEI was, probably isn't what it is. I hope we have an opportunity to spend a lot more time with the advisor and institutional community to help them better understand who we really are." ~ Michael Lane Links  Michael Lane on LinkedIn SEI Mercer Advisors Dimensional Fund Advisors BlackRock Ryan Hicke Morgan Stanley Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    31 мин.

  3. 21 ЯНВ.

    Creating Impactful Narratives: Franklin Templeton's Storytelling Strategy with Jennifer Ball

    At its root, marketing is about storytelling. As markets shift and client needs evolve, Franklin Templeton creates narratives that remain relevant and align with the firm's core mission. Listening to the market, using technology like AI, and collaborating across teams allows the company to maintain its relevance while staying true to its core values. In this episode, Jack Sharry talks with Jennifer Ball, Chief Marketing Officer at Franklin Templeton. Jennifer is responsible for developing and implementing a global B2B marketing strategy, driving change, and defining positioning and messaging. She is also accountable for client experience across Franklin Templeton's US retail, private wealth, retirement, insurance, and institutional businesses. Jennifer is passionate about insight-driven marketing through analytics and powerful content marketing. Jennifer talks about how Franklin Templeton creates and delivers narratives across the globe. She shares how the company uses advanced listening tools, social media, and AI to personalize messaging. Jennifer also highlights the importance of aligning internal voices, tailoring messages to diverse markets, and promoting collaboration in crafting cohesive and impactful narratives. In this episode: [02:05] - Franklin Templeton's acquisitions and strategic direction [03:36] - The challenge of positioning and messaging for global audiences [06:41] - Franklin Templeton's take on narrative economics [13:26] - Launching new narratives and using social media [16:22] - Franklin Templeton's social media strategy [19:25] - Franklin Templeton's process for developing narratives [22:59] - Jennifer's key takeaways [24:30] - Jennifer's interests outside of work Quotes [11:32] - "As things change with your clients and the market, you can evolve your narratives to make sure they stay relevant and still support your overall mission and ambition for the company." ~ Jennifer Ball [19:27] - "The whole process of listening to our internal employees, our clients, and our competition is absolutely the foundation of our work and what felt true to us in terms of where we're trying to go." ~ Jennifer Ball [23:31] - "We all have to figure out how to use AI to transform our business. We're at an inflection point right now, and AI can play a huge role in personalizing storytelling." ~ Jennifer Ball Links  Jennifer Ball on LinkedIn Franklin Templeton Jenny Johnson Microsoft John Connors Boathouse, Inc. Robert Shiller John Thiel Merrill Lynch Narrative Economics Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook Franklin Templeton has been a client of SEI LifeYield since 2014.

    29 мин.

  4. 14 ЯНВ.

    The Future of UMH with Scott Smith

    UMH is changing the world of wealth management, helping clients earn more and keep more through tax-smart, multi-account coordination. Many advisory firms recognize the benefits of UMH but often face challenges with its adoption. Having access to the right tools and technology solutions, however, best positions firms and advisors to increase assets under management. In this episode, Jack Sharry talks with Scott Smith, Director of Advice Relationships at Cerulli Associates and member of the CFP Board's Digital Advice Working Group. Scott has more than 20 years of experience in the financial services industry and leads Cerulli's research on investor behavior and advisory relationships. His research helps clients understand how to optimize their platforms. Jack and Scott discuss UMH, its core elements, and how it revolutionizes financial advisory services. Scott also unpacks his findings on UMH adoption, the challenges advisors face in its implementation, and the innovative solutions paving the way forward. In this episode: [02:05] - Implementing UMH [04:58] - The core elements of UMH [07:19] - Research methodology and findings on UMH adoption [13:09] - Asset location and its complexities [16:02] - Identifying and addressing barriers to UMH implementation [19:44] - The growing demand for retirement income solutions [23:02] - The future of asset location and income generation [25:31] - Scott's key takeaways [28:32] - Scott's interests outside of work Quotes [14:25] - "People are just getting overwhelmed by the number of accounts they have and the number of passwords they have. Anything we can do to make a client's life easier, bring those things together, and not have them worry about is a compelling story." ~ Scott Smith [25:43] - "Every tax optimization strategy is great, but it only matters if advisors use it. So, lack of adoption is the barrier to real impact." ~ Scott Smith [26:14] - "It (tax optimization strategy) has to be easy to understand. It has to be easier for advisors to use than what they're doing right now. And it has to be easy to explain the benefits to clients." ~ Scott Smith Links  Scott Smith on LinkedIn Cerulli Associates 55ip EY Vanguard Morningstar Envestnet Morgan Stanley Fidelity Investments Charles Schwab Kismet Improv Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    33 мин.

  5. 7 ЯНВ.

    Mapping the Future: Turning Financial Conversations into Action with Adam Holt

    In this episode, Jack Sharry talks with Adam Holt, CEO and Founder of Asset-Map. Adam was a financial planner frustrated by financial planning. The long, research-packed reports he prepared for client meetings didn't engage clients or provide clarity. Adam realized that to serve clients better, he needed to help them focus on what matters most, making good financial decisions so they could reach their goals. This mindset led him to found Asset-Map. Adam discusses how visualizing goals drives meaningful financial actions. He also highlights how financial advisors can prepare for major shifts in wealth transfer and client expectations in a tech-enabled era. From the great wealth transfer to the importance of engaging multi-generational households, Adam sheds light on how tools like Asset-Map can help advisors deepen client relationships and simplify financial planning. In this episode: [01:12] - Adam's background and the inspiration behind Asset-Map [05:03] - How Asset-Map works [08:21] - How Asset-Map integrates with other financial planning tools [13:00] - The role of AI in financial planning [16:32] - The great wealth transfer [19:34] - Asset-Map's global adoption [20:57] - Adam's key takeaways [22:05] - Adam's interests outside of work Quotes [03:47] - "There are a lot of people that have created a significant amount of success. They weren't worried about whether they could meet their retirement goals. They worried about the complexity." ~ Adam Holt [05:27] - "When you think about financial decisions, what's the most important thing? It's not the finances. It's the people." ~ Adam Holt [14:23] - "Advisors who start to adopt these tools (technology and AI) and find ways to deliver more of themselves to their customers are going to dominate and gather more assets. They're going to scale, they might have margin compression, and they're going to win long-term." ~ Adam Holt Links  Adam Holt on LinkedIn Asset-Map eMoney Advisor MoneyGuidePro Morningstar YCharts Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    25 мин.

  6. 17.12.2024

    2024 Year-End Wrap-Up: The Dawning of UMH

    This week, WealthTech on Deck producer Matt Nollman takes over hosting duties to interview Jack Sharry about the podcast’s standout moments of 2024. They discuss the evolution and future of UMH, including the transformative impact of LifeYield’s recent acquisition by SEI. Jack highlights pivotal industry conversations with leaders advancing UMH capabilities, explores strategies for overcoming implementation challenges, and emphasizes the importance of innovation for financial advisors and firms. Jack also shares key career advice that has shaped his professional journey. In this episode: (00:19) - Year-end wrap-up and review (00:58) - The dawning of UMH (03:10) - Defining UMH and its importance (04:41) - Key elements of UMH (07:43) - UMA vs UMH (09:15) - Memorable episodes from 2024 (13:25) - AI, research, and the digital frontier (15:01) - Building multi-account UMH capabilities (19:05) - Career advice and closing thoughts Quotes “Through this acquisition, SEI will be the first in the industry to provide real-time, automated, unified managed household or UMH capabilities in a cost-effective, fully bundled overlay solution.” ~ Jack Sharry “The single biggest challenge we find is getting all the departments, all the silos to work together. And that is also why it is important to have a single executive sponsor or leader.” ~ Jack Sharry “Improving after-tax returns and income is inherently a multi-account exercise.” ~ Jack Sharry Links  SEI: https://www.seic.com  Morgan Stanley: https://www.morganstanley.com  MoneyGuide Pro: https://www.moneyguidepro.com  Tifin: https://tifin.com  Wells Fargo: https://www.wellsfargo.com  EY: https://www.ey.com  Franklin Templeton: https://www.franklintempleton.com  Matt Nollman: https://www.linkedin.com/in/mattnollman  Mark Hoffman: https://www.linkedin.com/in/mark-hoffman-16946359  Martin Cowley: https://www.linkedin.com/in/martincowley  WealthTech in the Weeds with Charles Smith: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-charles-smith  WealthTech in the Weeds with Rose Palazzo: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-rose-palazzo-and-mark-hoffman  WealthTech in the Weeds with Jeff Benfield: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-jeff-benfield-and-martin-cowley  WealthTech in the Weeds with Eric Lori: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-eric-lordi-and-martin-cowley  WealthTech in the Weeds with Roger Paradiso: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-roger-paradiso  The Evolution and Resurgence of SEI with Ryan Hicke and Sean Denham: https://wealthtechondeck.com/episodes/the-evolution-and-resurgence-of-sei-with-ryan-hicke-and-sean-denham  The Age of the New Wealth Portfolio with Erich Holland: https://wealthtechondeck.com/episodes/the-age-of-the-new-wealth-portfolio-with-erich-holland  Unlocking the Potential of Generative AI in Asset and Wealth Management with Amy Young: https://wealthtechondeck.com/episodes/unlocking-the-potential-of-generative-ai-in-asset-and-wealth-management-with-amy-young  Unlocking AI’s Potential in Wealth Management with Rob Pettman: https://wealthtechondeck.com/episodes/unlocking-ais-potential-in-wealth-management-with-rob-pettman  WealthTech in the Weeds with Michael Liersch: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-michael-liersch-and-harry-bartle  Scott Smith: https://www.linkedin.com/in/scott-smith-148360  Financial Advisor Magazine: https://www.fa-mag.com  Frances Frei: https://www.linkedin.com/in/francesfrei  Edward Jones: https://www.edwardjones.com  JP Morgan: https://www.jpmorgan.com  Merrill: https://www.ml.com  Harvard Business School: https://www.hbs.edu  Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    25 мин.

  7. 11.12.2024

    SEI Acquires LifeYield with Mark Hoffman and Paul Samuelson

    This week, Jack Sharry is joined by LifeYield co-founders Mark Hoffman and Paul Samuelson to discuss SEI's acquisition of LifeYield. They explore the strategic implications for LifeYield, the integration of multi-account management, and the potential benefits of Unified Managed Household for clients and the broader industry. They also discuss the comprehensive service capabilities the SEI-LifeYield partnership provides, focusing on improving financial outcomes through advanced tax optimization and holistic portfolio management.  In this episode: (01:18) - What LifeYield's acquisition means for the industry (02:24) - Understanding UMH (10:08) - The importance of tax alpha (15:29) - Product and capability enhancements (17:14) - Distribution and operational capabilities (21:30) - Final thoughts and acknowledgments Quotes “For LifeYield, [the aquisition] means unequivocal validation of the premise that my partners and I founded LifeYield to begin with—that only in managing an investor's coordinated accounts together can one provide the best outcome for those investors.” ~ Mark Hoffman “In order to have success, you need investment software and you need the whole support of onboarding accounts and connecting accounts to just be in the game at all. I can look back at the mistakes I've made, and if I'd had the right advisor equipped with what SEI-LifeYield is going to be equipped with, it would've been much better.” ~ Paul Samuelson Links  LifeYield SEI 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 мин.

  8. 03.12.2024

    Leading with Purpose: Championing Growth and Advocating for Health with Tina Powell

    Growth isn't just about numbers. It's about driving change, creating meaningful connections, and making a purposeful impact. It comes from challenging the status quo and aligning with partners who understand the journey ahead. Whether championing innovation in the financial sector, cultivating a culture of resilience in businesses, or advocating for health, growth depends on clarity of purpose and bold, intentional steps. In this episode, Jack Sharry talks with Tina Powell, Partner & Chief of Community at Intention.ly. Tina is a trailblazer in the digital marketing industry, with more than 20 years of experience driving growth for financial services companies. They discuss community building, championing growth, and advocating for health. Tina shares her advocacy for health awareness following her battle with lung cancer, Intention.ly's approach to growth marketing, and how modern marketing strategies drive impactful growth.  In this episode: [01:52] - Tina's professional journey [05:04] - A life-changing diagnosis [10:17] - Tina's advocacy and life work [14:03] - How Tina's story inspires people and her team at Intention.ly [19:14] - Client success stories and strategies [28:50] - Tina's key takeaways [30:55] - Tina's interests outside of work Quotes [13:23] - "I see myself as a vehicle of service, a conduit of information. And if there's any way I can bridge the hope that's in my heart to the people who need it most, utilizing the tenets of modern marketing media to help provide hope and information to the people who need it most, then that's my legacy." ~Tina Powell [27:59] - "We are not afraid to challenge and to ask the tough questions. We already know what those questions should be. And it's coming from a place of service to the FinTech platforms and the FinTech leaders we serve." ~ Tina Powell [30:11] - "Don't continue doing the same thing because it will just get you the same results. Align yourself with people who truly understand where you want to go." – Tina Powell Links  Tina Powell on LinkedIn Intention.ly Kelly Waltrich Princeton Longevity Center The Healthy Advisor Podcast Penn Medicine Perelman Center for Advanced Medicine Gateway Financial Partners David Wood Melissa Thomas Joe Steuter Kyle Hiatt Randy Lambert eMoney Advisor Orion Advisor Solutions Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

    34 мин.
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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.

Информация

  • Автор
    LifeYield
  • Годы выхода
    2021 - 2025
  • Выпуски
    187
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright LifeYield, LLC
  • Сайт подкаста
    WealthTech on Deck

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