WealthTech on Deck Year-End Review with Jack Sharry and Matt Nollman

It’s been an amazing year for WealthTech on Deck podcast. Jack Sharry interviewed some inspiring and successful thought leaders in the financial services industry.

In this year-end edition of the WealthTech on Desk podcast, Jack Sharry, LifeYield's EVP, Chief Growth Officer, and show host, takes the spotlight as Matt Nollman, VP of Marketing, takes the host seat. WealthTech on Deck is the perfect podcast to get up to speed on the latest developments in the wealth management industry and learn about the people shaping its future.

After hearing a lot of interesting ideas, strategies, and important advances from leaders across the financial services industry, Jack shares his insights and lessons learned from leading industry figures in financial services.

Key Takeaways

• [01:42] - The guests Jack describes as “sage implementers”.
• [03:35] - The wise observers and consultants.
• [04:51] - What makes Morgan Stanley a leading provider of comprehensive advice.
• [07:26] - How Jed Finn and Ben Huneke make a difference in the financial industry.
• [10:29] - Why Amanda Lott is regarded as one of the best asset managers.
•  [11:56] - What sage implementer means.
• [14:22] - Why Martin Cowley's interview is interesting.
• [17:11] - Among Jack's favorite episodes in the category of wise observers and consultants.
• [23:11] - Jack's key takeaways from all the podcast episodes of 2022.
• [25:49] - The advocacy Jack engages in outside of work.

Quotes

[09:22] - "A strategy without implementation is just a strategy, and both Jed Finn and Ben Huneke execute it thoughtfully and deliberately. They get things done in a very smart way." ~ Jack Sharry

[21:18] - "Retirement is no longer about couples walking hand in hand on the beach or playing their daily round of golf in a warm climate. When people think of retirement, it isn't about checking out. It's about engaging, embracing, and seeking out financial independence." ~ Jack Sharry

[23:45] - "The future of advice will play out on comprehensive wealth management platforms. A comprehensive and coordinated ecosystem is table stakes for firms to build, refine, and compete. In the coming years, that will be the competitive battleground." ~ Jack Sharry

Links 

• Ben Huneke
• Jed Finn
• Morgan Stanley
• Rose Palazzo
• Envestnet
• MoneyGuidePro
• J.P. Morgan
• Frank McAleer
• Raymond James
• Deep Srivastav
• AdvisorEngine
• Martin Cowley
• Chip Roame
• Tiburon Strategic Advisors
• Tiburon CEO Summits
• Nalika Nanayakkara
• EY 
• Jacquelyn Reardon