WealthTech on Deck Podcast
1) The Digital Advantage: Enhancing Client Engagement and Advisor Independence with Ritik Malhotra
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 hi...Show More
2) Turning Conversations into Compliance-Ready Records with Parker Ence
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 entrepren...Show More
3) From Spreadsheets to Smart Revenue Management with Pete Hess
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 o...Show More
4) The TurboTax for Financial Planning with Stephen Chen
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...Show More
5) Turning AI Pilots into Enterprise Wins with Rob Pettman
This week, Jack Sharry talks with Rob Pettman, President of TIFIN. Rob brings more than 20 years of leadership experience across wealth management, investment platforms, and financial technology. Bef...Show More
6) The Road to UMH: Why Tax Optimization Is the New Battleground with J. Womack
This week, Jack Sharry talks with J. Womack, Head of Asset & Income Optimization at SEI. In his role, J. drives revenue growth by helping investors keep more of what they earn by optimizing their hous...Show More
7) Why Tax Optimization Is the New Alpha in Wealth Management with Scott Smith
Scott Smith is the Senior Director of Advice Relationships at Cerulli Associates, where he leverages deep research and analysis to define challenges and deliver solutions across the wealth management ...Show More
8) The Hidden Costs of Caregiving—and How Advisors Can Help with Ken Dychtwald and Ken Cella
This week, Jack Sharry talks with Ken Dychtwald and Ken Cella. Ken Dychtwald is the Founder & CEO of Age Wave. He is a psychologist, gerontologist, and author of 19 books. For decades, Ken has been re...Show More
9) Curated Crowdsourcing: Rebuilding Trust in the World of Private Investing with Teddy Gold
Teddy Gold is the co-founder of 3i Members, a private, invite-only network for family offices, exited entrepreneurs, and active fund managers. With a background in investment and a passion for buildin...Show More
10) Using AI and Blockchain to Build Custom FinTech Solutions with John Sweeney
John Sweeney is a seasoned financial services leader with a career spanning senior roles at Fidelity Investments to entrepreneurial ventures at the forefront of innovation. Over nearly two decades at ...Show More