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 | 247 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | MarketingBusinessInvesting | |||
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Latest Episodes
This week, Jack Sharry talks with Jack Hannah, President & Chief Operating Officer at GeoWealth. Jack oversees the firm's operations, service, and both digital and investment product divisions. He is also fully dedicated to GeoWealth's strategic busi... more
This week, Jack Sharry talks with Merit Financial Advisors' CEO & Founder, Rick Kent, and President, Kay Lynn Mayhue. Rick is an entrepreneur and visionary leader who founded Merit on a servant-leadership philosophy and a commitment to helping indivi... more
This week, Jack Sharry talks with Rob Pettman, President and Chief Revenue Officer at TIFIN. Rob brings more than 20 years of leadership experience across wealth management, investment platforms, and financial technology. Before joining TIFIN, he spe... more
This week, Jack Sharry talks with Vlad Golyk, Partner and Leader of McKinsey's North America Wealth Management Practice. Vlad works closely with wealth and asset managers, focusing on growth, transformation, and the evolution of operating models. He ... 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 States3 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 States5 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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Apple Podcasts | #160 |  India/Business/Investing |
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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?
A tech-forward show exploring how wealth management is being reshaped by data, AI, and integrated platforms. Episodes center on themes like AI-native advisor tools, Unified Managed Household concepts, convergent tech stacks, and the role of human-centric design in delivering scalable, compliant, and advisor-friendly solutions. Guests range from industry veterans to startup founders, offering practical frameworks, real-world case studies, and actionable strategies for firms seeking to modernize advisory delivery, improve client outcomes, and operationalize new technologies. Notable strengths include a strong emphasis on data governance, end-to-end client journeys, and the human-AI collaboration that preserves trust while driving growth. The ... more
Where can I find podcast stats for WealthTech on Deck?
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How many listeners does WealthTech on Deck get?
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What are the audience demographics for WealthTech on Deck?
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How many subscribers and views does WealthTech on Deck have?
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Which podcasts are similar to WealthTech on Deck?
These podcasts share a similar audience with WealthTech on Deck:
1. Barron's Advisor
2. Talking Wealth
3. Barron's Streetwise
4. Kitces and Carl - Real Talk for Real Financial Advisors
5. WealthTech Today
How many episodes of WealthTech on Deck are there?
WealthTech on Deck launched 5 years ago and published 247 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?
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What guests have appeared on WealthTech on Deck?
Recent guests on WealthTech on Deck include:
1. Vlad Golyk
2. Steve Gresham
3. Alois Pirker
4. Bradley Kellum
5. Len Reinhart
6. David Lau
7. Bassam Chaptini
8. Rabih Ramadi
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.