The Evolution and Growth of Annuities with Tim Seifert
WealthTech on Deck
by LifeYield
14h ago
The annuity industry is experiencing a surge in popularity, with experts buzzing about its record sales growth and advisor and consumer adoption. But what's driving this growth? It all boils down to the industries' ability to tap into the deepest desires and concerns of consumers and financial professionals. As annuities address the anxieties and aspirations of individuals in today's uncertain world, they are positioned to continue their upward trajectory, providing generations with the financial security and peace of mind they need. In this episode, Jack talks with Tim Seifert, Senior VP and ..read more
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WealthTech in the Weeds with Rose Palazzo and Mark Hoffman
WealthTech on Deck
by LifeYield
1w ago
WealthTech in the Weeds is a new series covering the broad yet critical path to financial services. The goal is to get together with industry experts and get into the details of building an effective, productive, coordinated, and comprehensive advice system.  In the past, financial services focused on managing individual accounts in silos. This fragmented approach limited advisors' ability to minimize tax burdens and convert assets into sustainable income streams, especially in retirement. However, as the industry evolves, advisors and investors recognize the importance of creating compre ..read more
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Understanding Financial Health for Better Financial Planning with Reese Harper
WealthTech on Deck
by LifeYield
2w ago
Elements breathes life into financial analysis, generating comprehensive diagnostic reports that reveal the health of clients' portfolios. Imagine a detailed MRI for the client's financial well-being, highlighting strengths, weaknesses, and potential areas for improvement. This transparency empowers advisors to move beyond surface-level analysis and craft strategies that address specific needs and aspirations.  In this episode, Jack talks with Reese Harper, CEO of Elements. Reese developed the Elements Financial Planning System to simplify how financial advisors organize and evaluate thei ..read more
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Making Retirement Easier Through Lifetime Income Solutions with David Blanchett
WealthTech on Deck
by LifeYield
3w ago
Defined contribution plans have been instrumental in helping people save for retirement. However, these plans often fail to protect individuals against longevity risk. Incorporating lifetime income solutions like annuities can help people prevent outliving their savings during retirement. In this episode, Jack talks with David Blanchett, Managing Director, Portfolio Manager, and Head of Retirement Research at PGIM DC Solutions. In this role, David develops solutions to help improve retirement outcomes for investors with a specific focus on defined contribution plans. He is also responsible for ..read more
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The Challenges of Generating Organic Growth in Wealth Management with Steve Gresham
WealthTech on Deck
by LifeYield
1M ago
Organic growth in asset and wealth management is experiencing a slowdown, leaving behind a trail of passive assets and declining client numbers. The tide is turning as baby boomers are retiring with their wealth poised to flow toward a new generation with vastly different priorities and expectations.  In this episode, Jack Sharry talks with Steve Gresham, Managing Principal at Next Chapter. Steve is also a Senior Education Advisor to the Alliance for Lifetime Income. Steve is a dedicated disruptor, and before founding Next Chapter, he held several senior leadership positions in the wealth ..read more
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The Growth Formula for Wealth Management Firms with Craig Clark
WealthTech on Deck
by LifeYield
1M ago
The future of wealth management involves embracing technology and adopting scalable business practices. Having a growth platform that enhances client satisfaction, retains and attracts clients, streamlines processes, and stays compliant helps advisors and wealth management firms succeed. In this episode, Jack talks with Craig Clark, Chief Marketing Officer at Nitrogen (formerly known as Riskalyze). In this role, Craig leads the firm's brand team, product positioning, thought leadership, and sales pipeline creation in the wealth management marketplace. A marketing and sales development veteran ..read more
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Modern Marketing Strategies for Financial Services with Kelly Waltrich
WealthTech on Deck
by LifeYield
1M ago
With digital disruptions and shifting customer expectations defining the financial landscape, achieving sustainable growth demands a strategic approach that transcends traditional marketing tactics. For forward-thinking financial services firms, the challenge lies in creating a framework that seamlessly integrates marketing and growth strategies, prioritizing brand differentiation and customer-centric value creation. In this episode, Jack talks with Kelly Waltrich, Co-Founder & CEO of Intention.ly. For years, Kelly has been championing the role of marketing in the financial services indust ..read more
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A Practical Approach to Innovation with Michael Liersch
WealthTech on Deck
by LifeYield
1M ago
The wealth management industry is synonymous with high-touch, personalized service. Clients and advisors seek intuitive tools, seamless experiences, and a clear roadmap to achieving their financial aspirations. While keeping pace with client expectations and market demands requires constant innovation, some may envision grand, disruptive technologies. However, it's the simple and practical innovations that often have the most transformative impact. In this episode, Jack talks with Michael Liersch, Head of Advice & Planning at Wells Fargo. In this role, Michael leads a team that delivers co ..read more
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The Dynamics of Innovation in Wealth Management Technology with Reed Colley
WealthTech on Deck
by LifeYield
2M ago
Driven by technological advancements and evolving client expectations, the industry is witnessing a shift from traditional methods to a data-driven, tech-fueled future. At the heart of this evolution lies the development of robust wealth operating systems and platforms that empower advisors with holistic financial insights, streamline workflows, and personalize client experiences. In this episode, Jack talks with Reed Colley, Co-Founder & CEO at Summit Wealth Systems. With years of experience in the wealth management technology industry, Reed has a proven track record of innovation and dis ..read more
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The Difference Between Hyper-Personalization and Digitization with Nalika Nanayakkara
WealthTech on Deck
by LifeYield
2M ago
The financial industry, anchored in data and figures, can sometimes overlook the fundamental truth that clients are emotional beings. Regardless of how carefully crafted wealth portfolios, diverse investments, and comprehensive plans for estates or retirement are, their effectiveness hinges on what the client values most. In this episode, Jack talks with Nalika Nanayakkara, Managing Partner for the Americas Financial Services Operations at EY. In her role, Nalika leads the wealth and asset management (WAM) consulting business for EY in the U.S. She is also responsible for the EY financial serv ..read more
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