TWO POLES OF GROWTH: INNOVATION & CONSISTENCY

Linking disciplined consistency with free-for-all innovation may seem strange, but listening to my WealthTech on Deck guests this month connects how they come together to nurture growth.

• Kelly Waltrich , CEO and co-founder of fintech growth consultancy Intention.ly, said staying true to your brand is more important than ever in this “loud, noisy, content-crazy” world.
• Michael Liersch , head of advice and planning at 富国银行 , described his practical innovation theory – small steps lead to big change – and how they applied that to develop the company’s successful LifeSync? financial planning experience.
• Craig Clark , chief marketing officer of Nitrogen (formerly Riskalyze), said the keys to growth include dialing up client satisfaction while developing repeatable processes.
• Steve Gresham , managing principal of Next Chapter warned wealth managers that overcoming anemic organic growth requires facing the risks to their clients’ futures and taking four bold steps.

An Innovation Master Class

What separates those who talk about innovation and those who do it? I summarized advice for would-be doers from Wells Fargo’s Liersch and Reed Colley CEO and co-founder of Summit Wealth Systems , in my latest column for FA Magazine, “A Master Class in Fintech Innovation.”

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New Tool Connects Social Security to Annuity Illustrations

LifeYield has released the new Annuity Income Layer enhancement to Social Security+, making it almost effortless for financial advisors to illustrate a manufacturer’s annuity products with minimal disruption and data collection.

• See how it works.
• Read more in our news release.
• Book a demo.

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Tool Tip for Social Security+

Advisors modeling Social Security monthly, annual, and lifetime benefits have an “Easy” button in LifeYield’s Social Security+ for finding alternative filing strategies. Alyson Dorosky, CSSCS , demonstrates how to use it.

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Social Security Benefits for Immigrants

Naturalized citizens and legal immigrants pay into the Social Security trust fund, and in turn, they can earn eligibility for its benefits. But there are things to know about how that works, as Social Security expert Alyson Dorosky writes in FA Magazine .

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Thanks for reading and listening,

Jack Sharry

EVP, Chief Growth Officer

LifeYield

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