The wealth management industry is evolving rapidly, driven by innovation and disruption. The insights and experiences shared by the brightest and best leaders have shed light on the industry's future and its exciting developments. The dedication and passion of the individuals leading the charge in disrupting the industry pave the way for a more efficient, accessible, and inclusive environment. In this episode, the script is flipped as Jack Sharry, EVP and Chief Growth Officer of LifeYield, takes the guest seat, and Matt Nollman, VP of Marketing, steps in as host. Jack reflects on the past year of the WealthTech on Deck podcast and highlights the key guests and topics discussed. He discusses the Legends of WealthTech series, featuring industry leaders who significantly contribute to the advisory business. From CEOs to innovators, these guests shared their perspectives on the future of the industry and its exciting developments. Jack highlights noteworthy innovations and disruptions and shares the advances made around platforms, tech stacks, and financial ecosystems.

Key Takeaways

[01:46] - How the idea of the Legends of WealthTech series came about. 

[03:19] - Why the first Legends episode featured female industry leaders.

[07:29] - Highlighting other favorite episodes from the Legends series.

[09:04] - Guests who stood out in the areas of disruption and innovation.

[12:27] - Innovations that are noteworthy.

[14:42] - Lena Haas and Ken Dychtwald's work at Edward Jones. 

[18:28] - Jack's three key takeaways.

[19:52] - Jack's passions outside of work.

Quotes[08:37] - "What all these legends did was make big disruptive bets that changed the industry forever and for the better." ~ Jack Sharry[18:44] - "Innovation and disruption are interesting and fun. But if you can't execute, make it happen, and grow your business, who cares?" ~ Jack Sharry[19:10] - "I can't help but note how much I love this business and the people in it, good people doing good work for the benefit of so many. I am so fortunate and grateful to work with the people I work with and make all of people's lives better." ~ Jack Sharry

Links 

Frank Campanale

Noreen Beaman

Lori Hardwick

Cheryl Nash

Envestnet

Bill Crager

Merrill Lynch

John Thiel

John Connors

Boathouse, Inc.

James Gorman

Morgan Stanley

Len Reinhart

Jim Seuffert

Roger Paradiso

Franklin Templeton

Edmond Walters

eMoney Advisor

Reed Colley

Summit Wealth

Aaron Schumm

Vestwell

Brian McDonald

Fidelity Investments

Vanguard

Charles Schwab

Michael Liersch

Wells Fargo

David Hegarty

Playbook

Tricia Rothschild

Denise Wypiszenski

4U Platform

Edward Jones

Lena Haas

Ken Dychtwald

Age Wave

Laura Varas

Hearts & Wallets

Chip Roame

Tiburon Strategic Advisors

Tiburon CEO Summits

Babson College

Anne Condon

Turncast

Jud Mackrill

Adam Clark 

Ashley Long

Connect with our hosts

LifeYield

Matt Nollman on LinkedIn

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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