A Brief History of WealthTech
Jack Sharry
Managing Director at SEI LifeYield | WealthTech on Deck Podcast Host | Advancing the future of financial advice
?We started the WealthTech on Deck podcast more than three years ago to fill the void of in-person meetings and industry events foisted on us by the pandemic.
Our cup overflowed.
We’re marking our 150th podcast in two ways:
- My anniversary podcast features a march through the “headlines†about the future of financial services and wealth tech based on 150 interviews with industry leaders, innovators, disruptors, and up-and-comers.?Listen to the podcast or read my latest column in Financial Advisor Magazine.
- Reflecting on our ever-expanding guest roster and growing audience, we’ve established a new address and presence for WealthTech on Deck. Want to know when we have a new podcast? Subscribe to our weekly alert.
April Was a Banner Month at WealthTech on Deck
Here’s a chance to catch up on trending topics from recent podcast guests:
- Charles Smith of EY advises leading asset and wealth managers on technology infrastructure and growth strategy. His message: Get your data in order, then prime your advice platforms for multi-account?tax optimization.
- Amy Young, CFA , described how financial services companies she works with as Microsoft’s director of strategic partnerships are building astonishing capabilities with generative AI.
- Sandy Kaul of Franklin Templeton, nicknamed “Crypto Gal†by Forbes, predicted how technology trends will tip the balance of power between asset managers and investors.
- Jonathan Michael , founder and CEO of AdvisorX AI, a fintech start-up, said his AI-powered marketing technology is built to help advisors become “super advisors.â€
领英推è
The Social Security Opportunity
- Gen X is ready to be counted. Jeff Quigley, CSSCS of LifeYield and Jack Martin of InsurMark and Elite Advisor Group write in Financial Advisor Magazine how advisors can engage this “forgotten generation:†digital marketing, financial technology, and retirement planning, starting with Social Security.
- Meet the LifeYield Social Security+ support team and increase your Social Security expertise by reading Jeff Quigley’s More than Social Security newsletter.
More to come!
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Jack Sharry
EVP, Chief Growth Officer
LifeYield
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P.S. Want to know when my latest podcast drops? Sign up here.
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10 个月Great insights. ??
As Editor-in-Chief for Podcast Magazine?, I've acquired "insider information" about what makes podcasts profitable. Now, I use it to help professionals increase their Reach, Respect, & Revenue (??? using podcasting ???)
10 个月That sounds like a fascinating newsletter. Engage with real human intelligence is always refreshing. Where can I find it?
I connect your personal brand with your SEO | Helped companies rank on AI search engines | I share content marketing frameworks that work
10 个月That sounds like a refreshing change. Human intelligence is always worth exploring. Can you share more details about the insights from your recent podcasts? Jack Sharry
Senior Managing Director
10 个月Jack Sharry Very insightful. Thank you for sharing
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10 个月GREAT HEADLINE!