WealthTech on Deck
LifeYieldWealthTech 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.
| Publishes | Weekly | Episodes | 222 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | MarketingInvestingBusiness | |||
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Latest Episodes
This week, Jack Sharry talks with Ritik Malhotra, Founder & CEO of Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice. Ritik shares how his frustration with outdated advisor technology pus... more
This week, Jack Sharry talks with Parker Ence, CEO & Co-founder of Jump Advisor AI, a fast-growing startup that brings an AI-enhanced client meeting cycle to financial advisors. Parker is an entrepreneur and operator with 12 years of CEO/Co-founder e... more
This week, Jack Sharry talks with Pete Hess, President of PureFacts. Before joining PureFacts, Pete served as Chief Revenue Officer for Americas at InvestCloud, and earlier in his career, he was CEO of Advent Software. At PureFacts, Pete leverages th... more
This week, Jack Sharry talks with Stephen Chen, Founder & CEO of Boldin. Stephen is a classic entrepreneur who takes pride in creating innovative ways to help anyone achieve financial independence. He built the "TurboTax" for financial planning and h... more
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- Super BASIC content on “AI Revolution in Wealth Management”
This episode felt like it was recorded in December of 2022. There are so many significant AI changes since the last 6-7 months and none of that was covered. Instead there was some average chit-chat about the importance of summarisation and workflow tools. There was also a mention about privacy concerns using AI tools like ChatGPT. That was solved by Open AI 2 weeks ago with ChatGPT Enterprise - they have a SOC2 compliant enterprise offering that organizations can use to integrate with.
Here ... more
Apple Podcasts2Jonathan Michael (Wealth I/O)
United States2 years ago - Insightful & Applicable
When you want to know and learn about a topic in client services today - economics or investor relations - the podcasts by LifeYield through Jack Sharry are the Gold Standard. Listen - learn - apply - results. Fabulous.
Apple Podcasts5Kahuna3456United States4 years ago - The best wealthtech podcast out there!
If you only listen to one podcast today, make sure it’s Wealthtech On Deck. Jack Sharry’s expertise and industry experience are evident. The guests on this podcast are sure to make this an industry favorite. A truly can’t miss podcast!
Apple Podcasts5IrdancingfriendsUnited States5 years ago - The best WealthTech podcast out there
There are a lot of fintech podcasts out there, but not many that focus on wealthtech specifically. If that’s your niche, you’ve come to the right place. Each episode shows how the biggest firms are making things better for their advisors and clients with technology. As someone who looks at the future of wealthtech constantly, there’s finally a weekly resource that’s worth a listen. Subscribe with confidence.
Apple Podcasts5WealthTech WarriorUnited States5 years ago
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Frequently Asked Questions About WealthTech on Deck
What is WealthTech on Deck about and what kind of topics does it cover?
This podcast features in-depth discussions with leaders from the financial services sector, focusing on their strategies and innovations within the fintech ecosystem. Topics span a variety of themes, including alternative investments, financial technology advancements, retirement planning, and the intersection of health and financial well-being. Notable for its emphasis on actionable insights and real-world applications, the conversations often explore how technology impacts the efficiency and accessibility of wealth management practices, making it particularly insightful for industry professionals seeking to navigate the complex landscape of financial services.
Where can I find podcast stats for WealthTech on Deck?
Rephonic provides a wide range of podcast stats for WealthTech on Deck. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to WealthTech on Deck and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does WealthTech on Deck get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for WealthTech on Deck, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for WealthTech on Deck?
Rephonic provides comprehensive predictive audience data for WealthTech on Deck, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does WealthTech on Deck have?
To see how many followers or subscribers WealthTech on Deck has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to WealthTech on Deck?
These podcasts share a similar audience with WealthTech on Deck:
1. Barron's Advisor
2. Capital Allocators – Inside the Institutional Investment Industry
3. The Perfect RIA
4. Bloomberg Daybreak: US Edition
5. Capital Ideas Podcast
How many episodes of WealthTech on Deck are there?
WealthTech on Deck launched 5 years ago and published 222 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact WealthTech on Deck?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for WealthTech on Deck?
Rephonic pulls ratings and reviews for WealthTech on Deck from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for WealthTech on Deck?
Rephonic provides full transcripts for episodes of WealthTech on Deck. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on WealthTech on Deck?
Recent guests on WealthTech on Deck include:
1. Ryan VanGorder
2. Ryan Eisenman
3. Brooke Elliott
4. Russ Tipper
5. Doug Fritz
6. Matthew Gray
7. Jan Buchsbaum
8. Mark Fitzgerald
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.