WealthTech on Deck
Hosted by Jack Sharry · LifeYield · 250 episodes
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
WealthTech on Deck is produced by Milemarker Studio as part of the Milemarker Podcasting Network.
Episodes
All 250, newest first.
How Technology and Operations Enable Total Wealth Advice with Alok Kapoor and John Hogarty
· Alok Kapoor, John Hogarty, Indivisible Partners' Founder
Five Key Trends Reshaping the Investor Landscape with Andrew Guillette
· Andrew Guillette, Vice President
Scaling an Independent RIA Without Losing Your Culture with Randy Morris and Seamus O’Brien
· Randy Morris, Seamus O’Brien, CEO Randy Morris
Driving Growth Through Operational Scale with Jack Hannah
· Jack Hannah, Chief Operating
Institutionalizing Organic Growth with Rick Kent & Kay Lynn Mayhue
· Rick Kent, Kay Lynn Mayhue
Beyond the Hype: How AI Makes a Difference in Wealth Management with Rob Pettman
· Rob Pettman, Chief Revenue
Advisor Shortage, AI, and the Next Growth Model with Vlad Golyk
· Vlad Golyk
Why Advisor Capacity Is the Future of Growth with Steve Gresham
· Steve Gresham, Managing Principal
Operationalizing AI: Turning Technology into Sustainable Organic Growth with Alois Pirker
· Alois Pirker
The Convergence Era: Advancing Advisor Technology and Client Experience with Bradley Kellum
· Bradley Kellum
How Unified Managed Household Was Born with Len Reinhart
· Len Reinhart
Integrating Fee-Based Annuities into Household Wealth Management with David Lau
· David Lau
How AI-Native Platforms Transform Advisor Workflows with Bassam Chaptini and Rabih Ramadi
· Bassam Chaptini, Rabih Ramadi
How Edward Jones Scales Advice for High-Net-Worth Clients with Tom Lewandowski
· Tom Lewandowski
Adoption Over Hype: What Actually Drives Growth in Wealth Management with Scott Smith
· Scott Smith, Senior Director
Modernizing Legacy Wealth Firms with John Yackel
· John Yackel, Executive Vice President
Architecting the Future of Financial Advice with Amy Young
· Amy Young
2025’s Biggest WealthTech Shifts with Jack Sharry
Designing the Next Wave of Technology-Driven Businesses with Sneha Shah
· Sneha Shah, Executive Vice President
The Great Convergence in Wealth Management with Garrett Beam
· Garrett Beam
Key Findings from the 2025 MMI Investment Advisory Pulse Survey with Tim Kresl and Ashley Wood
· Tim Kresl, Ashley Wood, Managing Principal
Why the Future of Financial Advice Is Human-Led and AI-Enabled with Michael Liersch
· Michael Liersch
Five Trends Reshaping the Future of Wealth Management with Chip Roame
· Chip Roame
Why Tax-Smart Infrastructure Is the Future of Wealth Management with Arthur Worthington
· Arthur Worthington, Managing Director
Building the Bridge to a Better Retirement with David Goldman
· David Goldman, Chief Business
Empowering Advisors: Technology and Financial Psychology in Action with Morgan Bell
· Morgan Bell, Managing Director
Enabling Advisors to Serve Aging Clients and Multigenerational Families with Suzanne Schmitt
· Suzanne Schmitt, Managing Director
From Wirehouse to Independence: Developing Complete Wealth Managers with John Amore
· John Amore
The Digital Advantage: Enhancing Client Engagement and Advisor Independence with Ritik Malhotra
· Ritik Malhotra
Turning Conversations into Compliance-Ready Records with Parker Ence
· Parker Ence
From Spreadsheets to Smart Revenue Management with Pete Hess
· Pete Hess
The TurboTax for Financial Planning with Stephen Chen
· Stephen Chen
Turning AI Pilots into Enterprise Wins with Rob Pettman
· Rob Pettman
The Road to UMH: Why Tax Optimization Is the New Battleground with J. Womack
· J. Womack
Why Tax Optimization Is the New Alpha in Wealth Management with Scott Smith
· Scott Smith
The Hidden Costs of Caregiving—and How Advisors Can Help with Ken Dychtwald and Ken Cella
· Ken Dychtwald, Ken Cella
Curated Crowdsourcing: Rebuilding Trust in the World of Private Investing with Teddy Gold
· Teddy Gold
Using AI and Blockchain to Build Custom FinTech Solutions with John Sweeney
· John Sweeney
From Scarcity to Scale: Jamie Hopkins on Building a Better Financial Future
· Jamie Hopkins
Merging Vision with Scale: How SEI Is Reshaping WealthTech from the Inside Out with Perry Moutzouros & Mathew Dellorso
· Perry Moutzouros
The Alt Evolution: How Private Markets Are Reshaping Wealth Management with Tony Davidow
· Tony Davidow
The Shopify of Investing: How Apex Is Rebuilding Wealth Infrastructure with Connor Coughlin
· Connor Coughlin, Chief Commercial
The $6 Trillion Strategy: How Morgan Stanley Is Reshaping Wealth Management with Jed Finn
· Jed Finn
How AI Helps Advisors Build Trust with Alicia Rich
· Alicia Rich
The Five Drivers of Future-Ready Wealth Management Firms with Jeffrey Levi and Rafael Couto
· Jeffrey Levi, Rafael Couto
Modernizing the Client and Advisor Experience with Colleen Bell
· Colleen Bell
From Broker-Dealer to Boutique RIA: Why Summit Wealth Made the Leap with Randy Morris
· Randy Morris
Advancing Women in Finance with Kellan Brown
· Kellan Brown, Chief Operating
The Growth Potential of Bank Trusts and Private Banks with Allie Carey
· Allie Carey
Wealth as a Service: The Future of Wealth Management with Justin Singer
· Justin Singer
Alternative Investments: Trends, Challenges, and Opportunities with Neil Bathon
· Neil Bathon
AI-Powered Meeting Management for Financial Advisors with Arnulf Hsu
· Arnulf Hsu
Building a Full-Service Wealth Management Platform with Mike Capelle
· Mike Capelle
Strategies for Sustainable Business Growth with Randy Lambert
· Randy Lambert
Delivering Alpha in Private Markets with Ryan VanGorder
· Ryan VanGorder
The Rise of Alternative Investments with Ryan Eisenman
· Ryan Eisenman
Creating Purpose-Driven Leaders with Brooke Elliott
· Brooke Elliott
Redefining Career and Purpose with Steven Miyao
· Steven Miyao
How Edward Jones is Redefining Financial Planning with Russ Tipper
· Russ Tipper
Wealth as a Service: A New Era in Financial Strategy with Doug Fritz
· Doug Fritz, Executive Chairman
The Convergence of Workplace and Wealth with Matthew Gray
· Matthew Gray, Vice President
Integration of Annuities and Social Security Planning with Jan Buchsbaum and Mark Fitzgerald
· Jan Buchsbaum, Mark Fitzgerald, Chief Product
Helping Advisors Better Serve Women and Next-Gen Investors with Lacy Garcia
· Lacy Garcia
The Longevity Revolution: Rethinking Wealth and Health in Retirement with Ken Dychtwald
· Ken Dychtwald
How SEI Is Setting New Standards for UMH with Michael Lane
· Michael Lane
Creating Impactful Narratives: Franklin Templeton's Storytelling Strategy with Jennifer Ball
· Jennifer Ball, Chief Marketing
The Future of UMH with Scott Smith
· Scott Smith
Mapping the Future: Turning Financial Conversations into Action with Adam Holt
· Adam Holt
2024 Year-End Wrap-Up: The Dawning of UMH
SEI Acquires LifeYield with Mark Hoffman and Paul Samuelson
· Mark Hoffman, Paul Samuelson
Leading with Purpose: Championing Growth and Advocating for Health with Tina Powell
· Tina Powell
Turning Advisors into Trusted Business Partners with Jason Early
· Jason Early
The Rise of Private Markets and Alternative Investments with Steve Zuschin
· Steve Zuschin, Chief Revenue
Tax-Smart Strategies for Maximizing Retirement Income with Paul Samuelson and Mark Hoffman
· Paul Samuelson, Mark Hoffman, LifeYield's Founder
The Evolution and Resurgence of SEI with Ryan Hicke and Sean Denham
· Ryan Hicke, Sean Denham, SEI’s CEO
Public Relations and Credibility Marketing with Jimmy Moock and Elena Krasnow
· Jimmy Moock, Elena Krasnow, Marketing Manager
WealthTech in the Weeds with Eric Lordi and Martin Cowley
· Eric Lordi, Martin Cowley
WealthTech in the Weeds with Ted Dimig and Mark Hoffman
· Ted Dimig, Mark Hoffman
Building a Winning Culture with John Drahzal
· John Drahzal
Navigating the Future of Wealth Tech: Insights from 150+ Industry Leaders with Jack Sharry
The Legends of WealthTech with Paul Hatch
· Paul Hatch
WealthTech in the Weeds with Jeff Benfield and Martin Cowley
· Jeff Benfield, Martin Cowley
The Legends of WealthTech with Arlen Oransky
· Arlen Oransky, Executive Vice President, Chief Membership
Developing the Future Leaders of Wealth Management with Tim Williams
· Tim Williams, Executive Vice President
Unlocking AI's Potential in Wealth Management with Rob Pettman
· Rob Pettman, Chief Revenue
The Evolution of Goals-Based Investing with Robbie Cannon
· Robbie Cannon
WealthTech in the Weeds with Michael Liersch and Harry Bartle
· Michael Liersch, Harry Bartle
Execution, Transformation, and Democratization of Wealth Management with Mike Lee
· Mike Lee
The Intersection of Healthcare and Finance with Christine Simone
· Christine Simone
How to Boost Organic Growth the Right Way with Tom Rieman
· Tom Rieman
The Qualities of Highly Effective Leaders with Danielle Learned
· Danielle Learned
Embracing Change and Innovation in Wealth Management with Jay Link
· Jay Link, Managing Director
WealthTech in the Weeds with Roger Paradiso
· Roger Paradiso
The Next Frontier in Financial Advice with Darren Tedesco
· Darren Tedesco
AI-Powered Marketing for Financial Advisors with Robert Sofia
· Robert Sofia
Aligning Employee and Employer Expectations in the American Workplace with Jacquelyn Reardon
· Jacquelyn Reardon
The Age of the New Wealth Portfolio with Erich Holland
· Erich Holland, Executive Managing Director
Redefining Innovation in Wealth and Management with Matt Reiner
· Matt Reiner
Celebrating 150 Episodes of WealthTech on Deck with Jack Sharry
How Innovation and Disruptive Technology Is Reshaping Asset and Wealth Management with Sandy Kaul
· Sandy Kaul
WealthTech in the Weeds with Charles Smith
· Charles Smith
Unlocking the Potential of Generative AI in Asset and Wealth Management with Amy Young
· Amy Young
The AI-Augmented Advisor with Jonathan Michael
· Jonathan Michael
The Evolution and Growth of Annuities with Tim Seifert
· Tim Seifert, Senior VP
WealthTech in the Weeds with Rose Palazzo and Mark Hoffman
· Rose Palazzo, Mark Hoffman
Understanding Financial Health for Better Financial Planning with Reese Harper
· Reese Harper
Making Retirement Easier Through Lifetime Income Solutions with David Blanchett
· David Blanchett, Managing Director, Portfolio Manager
The Challenges of Generating Organic Growth in Wealth Management with Steve Gresham
· Steve Gresham, Managing Principal
The Growth Formula for Wealth Management Firms with Craig Clark
· Craig Clark, Chief Marketing
Modern Marketing Strategies for Financial Services with Kelly Waltrich
· Kelly Waltrich
A Practical Approach to Innovation with Michael Liersch
· Michael Liersch
The Dynamics of Innovation in Wealth Management Technology with Reed Colley
· Reed Colley
The Difference Between Hyper-Personalization and Digitization with Nalika Nanayakkara
· Nalika Nanayakkara
Making Investing Simple and Accessible with Bill Capuzzi
· Bill Capuzzi
The Legends of WealthTech with Paul Samuelson
· Paul Samuelson
WealthTech on Deck Year-End Review of Innovators and Disruptors in Wealth Management with Jack Sharry and Matt Nollman
· Matt Nollman
How Technology Drives Annuity Sales Growth with Harry Bartle and Jeff Quigley
· Harry Bartle, Jeff Quigley, LifeYield's Executive Vice
The Five Areas of Evolution in the Wealth Management Industry with Chip Roame
· Chip Roame
Empowering Investor Success with Cindy Galiano
· Cindy Galiano, Managing Director
Building Custom Model Portfolios with Amanda Robinson
· Amanda Robinson
Strategic Partnerships in FinTech and InsurTech with Chad Virgin
· Chad Virgin, Managing Director
Creating a Modern Wealth Management Platform with Reed Colley
· Reed Colley
The Value of Adding Annuities to a Portfolio with Mark Paulson
· Mark Paulson
Achieving Peace of Mind and Confidence in Retirement with Scott Stolz
· Scott Stolz, Managing Director
The Power of Data and Analytics in Financial Services with Laura Varas
· Laura Varas
The Legends of WealthTech with Edmond Walters
· Edmond Walters
The Legends of WealthTech with Roger Paradiso
· Roger Paradiso
Financial Wellness in the Workplace with Aaron Schumm
· Aaron Schumm
The AI Revolution in Wealth Management with Jud Mackrill
· Jud Mackrill
The Longevity Revolution with Ken Dychtwald
· Ken Dychtwald
Debunking Common Myths About Annuities with Thomas Buckingham
· Thomas Buckingham, Chief Growth
Unlocking the Power of Marketing in Financial Services with John Wernz
· John Wernz
The Tech Stack Revolution with Craig Iskowitz
· Craig Iskowitz
Increasing Retirement Security with Neal Ringquist and Spencer Williams
· Neal Ringquist, Spencer Williams, Chief Revenue
Annuities Made Smarter, Faster, and Better with Rich Romano
· Rich Romano, Chief Executive
How Collaboration Drives Innovation with Denise Wypiszenski
· Denise Wypiszenski
Creating a Meaningful and Fulfilling Retirement with Lena Haas and Ken Dychtwald
· Lena Haas, Ken Dychtwald
The Legends of WealthTech with Len Reinhart and Jim Seuffert
· Len Reinhart, Jim Seuffert
Tax-Efficient Investing System for High-Earning Millennials and Gen Z with David Hegarty
· David Hegarty
Simplifying Private Investments Through Technology with Steve Zuschin
· Steve Zuschin, Chief Revenue
Five Key Wealth and Investment Management Industry Trends with Chip Roame
· Chip Roame
Leveling up Financial Benefits in the Workplace with Brian McDonald
· Brian McDonald
Democratizing Financial Advice with Yaqub Ahmed
· Yaqub Ahmed
Reframing the Client-Advisor Relationship with Matt Belnap
· Matt Belnap, Associate Director
The Legends of WealthTech with John Thiel, John Connors, and Rich Aneser
· John Thiel, John Connors, Rich Aneser
Leveraging Innovation with Brian Moran
· Brian Moran
Driving Disruption in the Insurance Industry with David Lau
· David Lau, Chief Executive
How to Build a Unique Client Experience with Douglas Fritz
· Douglas Fritz
Elevating Trust and Credibility with Mike Saunders
· Mike Saunders
How to Make Investing Engaging Using AI with Vinay Nair
· Vinay Nair
The Voice of the American Worker with Jacquelyn Reardon
· Jacquelyn Reardon
What COVID-19 Taught Us About the Future of Financial Advice with Jack Sharry
· Matt Nollman
Combining Digital Capabilities with Human Interaction with Michael Liersch
· Human Interaction, Michael Liersch
The Legends of WealthTech with Noreen Beaman, Lori Hardwick, and Cheryl Nash
· Noreen Beaman, Lori Hardwick, Cheryl Nash, Vice Chair Board
Using FOMO to Your Advantage with Rod Sayegh
· Rod Sayegh
Bringing Protective Equity Investing to Retail Wealth with Joanna Kanakis
· Joanna Kanakis, Executive Vice President
Personalized Financial Planning for Physicians with Bill Martin
· Bill Martin
The Paradigm Shift in Retirement with Ken Dychtwald
· Ken Dychtwald
The New Retirement Journey with Ken Cella and Ken Dychtwald
· Ken Cella, Ken Dychtwald
Rethinking Retirement with Steve Gresham
· Steve Gresham, Chief Executive
Providing Easy Access to Workplace Savings with Michelle Tran
· Michelle Tran
Bringing Together Assets, People, and Processes with Edmund Murphy
· Edmund Murphy, Chief Executive
The Best Marketing Tool with Kimberly Beck
· Kimberly Beck, Chief Marketing
WealthTech on Deck Year-End Review with Jack Sharry and Matt Nollman
· Matt Nollman
Building a State-Of-The-Art Comprehensive Advice Platform with Deep Srivastav and Martin Cowley
· Deep Srivastav, Martin Cowley, Senior Vice President
Making Authentic Connections Through Storytelling with Meghan McCartan
· Meghan McCartan, Chief Marketing
Transforming Research Into Practical Investment Strategies with Kaitlin Hendrix and Shawn Jaberzadeh
· Kaitlin Hendrix, Shawn Jaberzadeh, Senior Researcher, Vice President
Helping Every Client to Maximize Their Orion Experience with Greg Menefee
· Greg Menefee, Senior Vice President
Getting the Most Out of Social Security with Alyson Dorosky and Jeff Quigley
· Alyson Dorosky, Jeff Quigley, Marketing Manager
Providing Best-In-Class Advice and Best-In-Class Technology with Jed Finn
· Jed Finn
Developing and Executing Platform Strategies for Wealth Management with Kabir Sethi
· Kabir Sethi, Managing Director, Chief Product
Investment Strategies to Live an Intelligent Financial Life with Rose Palazzo
· Rose Palazzo
Advisor Education, Tax Efficiency, and Integrated Technology with Amanda Lott
· Amanda Lott
Maximizing Your Retirement Income with Mark Hoffman
· Mark Hoffman
Shifting Wealth Management From Investment Products to Investment Processes with Randy Bullard
· Randy Bullard
Bringing Innovation to Hartford's Thriving Ecosystem with Laura Dinan Haber and Paul Tyler
· Laura Dinan Haber, Paul Tyler, Innovation Program Manager
The Top Three Trends Shaping Financial Services Today with Jack Sharry
Solving Data and Integration Problems in Financial Services with Kyle Van Pelt
· Kyle Van Pelt, Chief Executive
Multi-Account Unified Managed Account (UMA) with Harry Bartle
· Harry Bartle
Making a Secure Retirement Possible with Jason Fichtner
· Jason Fichtner, Vice President, Chief Economist
Redefining Unified Managed Accounts Technology with Evan Rapoport
· Evan Rapoport
Creating Solutions That Help Advisors Compete and Succeed with Natalie Wolfsen
· Natalie Wolfsen, Chief Executive
Diversity and Inclusion in Wealth Management with Craig Pfeiffer
· Craig Pfeiffer
Why Americans Are Re-Evaluating Work with Jacquelyn Reardon
· Jacquelyn Reardon
Enhancing Business Growth Through Strategic Partnerships with Mark Spina
· Mark Spina, Chief Operating
Effectively Running a Models-Based Practice with Robert Pettman
· Robert Pettman
Tax-Efficient Strategies for Maximizing Investor Returns with Martin Cowley
· Martin Cowley, Executive Vice President
The Top Five Trends Impacting Wealth Management Today with Jack Sharry
Achieving Financial Wellness Through Digitization and Personalization with Nalika Nanayakkara
· Nalika Nanayakkara
Using Technology to Deliver Comprehensive Advisory Services with Rich Cancro
· Rich Cancro
Data And Technology: The Keys to Providing Comprehensive Wealth Advice with Paula Nelson
· Paula Nelson, Managing Director
The Narrative of Trust in Advisory Services with John Connors
· John Connors
The 4 Ps of Growing a Business: Process, Performance, Partnership, and People with Corey Walther
· Corey Walther
The Convergence of Wealth Management and Retirement with Fred Barstein
· Fred Barstein
Key Trends in Wealth and Investment Management with Chip Roame
· Chip Roame
The Future of Advisory Services: How Technology is Changing the Way We Invest with Ainslie Simmonds
· Ainslie Simmonds
Longevity, Retirement Planning, and Empowering Advisors with Frank McAleer
· Frank McAleer, Senior Vice President
A WealthTech on Deck Year in Review: The Best Themes, the Most Popular Episodes, and a Look Forward with Jack Sharry and Matt Nollman
· Matt Nollman, Chief Growth
Maximizing Retirement Income with Steve Zuschin
· Steve Zuschin, Executive Vice President
Achieving Financial Stability In The Golden Years with Aaron Schumm
· Aaron Schumm
Creating Better Retirement Solutions Through Technology with Cheryl Nash and Steve Gresham
· Cheryl Nash, Steve Gresham
Unifying Data and Integrating Systems to Maximize Growth with Adrian Johnstone
· Adrian Johnstone
A Marketing Playbook that Disrupts Traditional Models with Megan Carpenter
· Megan Carpenter
The Intersection of Digital Marketing and Financial Advice with Robert Sofia
· Robert Sofia
Tax-Smart Investment Strategies with Paul Gamble
· Paul Gamble
Integrating Technology, Managing Risk, and Simplifying the Complex with Tricia Rothschild
· Tricia Rothschild
A Tax-Smart and Risk-Smart Way of Managing Portfolios with Damon Deru
· Damon Deru
Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke
· Ben Huneke, Managing Director
Using Modern Annuity Solutions in Retirement Portfolios with David Lau
· David Lau
The Influence of Human Behavior on Financial Planning with Jess Liberi and Michael Liersch
· Jess Liberi, Michael Liersch
The Evolution of Risk Solutions and the Multi-Platform Future with Aaron Klein
· Aaron Klein
The Changing Relationship Between People and Tech with Christina Townsend
· Christina Townsend, Managing Director
Solving Complex Problems and the Role of Technology with Jasmine Jirele: Part II
Strengthening Product Innovation and Distribution with Jasmine Jirele: Part I
· Jasmine Jirele
The Booming Retirement Wave, UMH, and Meaningful Client Engagement with Mark Hoffman
· Mark Hoffman
Leveraging APIs as a Strategic Advantage with Brian Ross
· Brian Ross
Intelligent Portfolio Withdraws and Account Coordination with Rose Palazzo
· Rose Palazzo
The Pathway to Digital Empowerment with Tricia Haskins
· Tricia Haskins
Asset Allocation, Client Engagement, and Financial Wellness with Steve Zuschin
· Steve Zuschin, Executive Vice President
Boosting Lead Generation and Embracing Client-Focused Strategies with Steve Gresham
· Steve Gresham
Cyber Security, Personalization, and the Future of UMH with Nicole Casperson
· Nicole Casperson
Creating a Frictionless Investor Experience with Noreen Beaman
· Noreen Beaman
Implementing UMH Overlays and Amplifying Existing Systems with Martin Cowley
· Martin Cowley, Executive Vice President
Optimization and Personalization Using Algorithms with Dana D’Auria
· Dana D’Auria
Creating Digital Marketplace Platforms with Keith Gregg
· Keith Gregg
Integrating Advanced Risk and Tax Management in UMAs with Lee Chertavian
· Lee Chertavian
Social Security Optimization with Jeff Quigley
· Jeff Quigley, Vice President
Creating the Ideal Client Experience with Scott Holsopple
· Scott Holsopple, Chief Growth
Human Intervention and the Rise of FinTech with Paul Deer
· Paul Deer, Vice President
Risk Management Tools and the Future of Behavioral Finance with Daniel Crosby
· Daniel Crosby, Chief Behavioral
Building Your Firm’s Tech Stack with Jud and Kim Mackrill
· Kim Mackrill
Narrative Economics and Leveraging Data Sets with John Connors
· John Connors
Innovating and Integrating Tech in the Financial Industry with Heather Kelly
· Heather Kelly
The Power of UMH with Len Reinhart
· Len Reinhart
Quantifying Value, Rollovers and Retirement, and Connecting the Dots with Harry Bartle & Steve Zuschin
· Harry Bartle, Steve Zuschin
Holistic Solutions, Intelligent Automation, and the Future of Asset Management with Yaqub Ahmed and Harshendu Bindal
· Yaqub Ahmed, Harshendu Bindal
How Tech Drives Innovation & Accelerating Through Integration with Andrew Salesky
· Andrew Salesky
Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo
· Eric Lordi, Rose Palazzo
Balancing Technology and Personalization and Giving Digestible Advice with John Thiel
· John Thiel
Driving Digital and Communicating Effectively with Samantha Russell and Matt Nollman
· Samantha Russell, Matt Nollman, Chief Evangelist
Behavioral Psychology and Supporting Proactive Advisors with Eric Clarke
· Eric Clarke
Using Transparent Data and Personalization to Build Trust and Improve Client Outcomes with Lori Hardwick
· Lori Hardwick
The Power of Software and Navigating an Ever-Changing Retirement Landscape with Mary Beth Franklin
· Mary Beth Franklin
Helping Your Clients Transition Into Retirement and the Importance of Innovation with Steve Gresham
· Steve Gresham
Keep It Simple, Score Everything, and Other Lessons From LifeYield with Mark Hoffman
· Mark Hoffman
The Future of Human & Digital Advice, Why Tech Matters, and the Power of Personalization with Cheryl Nash
· Cheryl Nash
Transforming the Financial Decision-Making Process with Michael Liersch
· Michael Liersch
Experimentation, the Impact of Consumer Trends, and How Tech Will Transform the Advisor Space with Dani Fava
· Dani Fava
Personalization, Scaling Efficiently, and Serving the Underserved with Ed Murphy
· Ed Murphy
Introducing: WealthTech on Deck!
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