Navigating the Future of Wealth Tech: Insights from 150+ Industry Leaders with Jack Sharry

Over the past three years, Jack Sharry has hosted the WealthTech on Deck podcast, featuring interviews with some of the best and brightest financial services leaders. Through these conversations, Jack has learned valuable lessons that will shape the future of the retirement industry.

In this episode, we flip the script as Jack takes the guest seat, and Matt Nollman, VP of Marketing at LifeYield, hosts the show. They discuss the evolution of the retirement industry, reflecting on 150+ episodes of the podcast. They cover key lessons such as the rise of Unified Managed Households (UMH), the critical importance of tax management, and strategies for organic growth. They also discuss the transformative potential of AI in wealth management, and share valuable career advice, emphasizing the power of deep, intentional listening.

In this episode: