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LifeYield
WealthTech on Deck
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.
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Ratings & Reviews
4.8 stars from 16 ratings
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...Read full review »
Jonathan Michael (Wealth I/O) via Apple Podcasts · United States of America · 09/17/23
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.
Kahuna3456 via Apple Podcasts · United States of America · 10/27/21
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!
Irdancingfriends via Apple Podcasts · United States of America · 03/23/21
Recent Episodes
WealthTech on Deck has become a go-to podcast for industry professionals seeking insights and perspectives on the future of financial advice. In the first 150 episodes, the podcast has featured a wide range of guests from across the wealth management industry, and provided listeners with valuable...
Published 04/30/24
Published 04/30/24
The future of wealth management technology is centered around personalization, client-centricity, and the integration of emerging technologies. Recognizing this revolution, Franklin Templeton is at the forefront of disruption, actively transforming the delivery of financial services and...
Published 04/23/24
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