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.

WealthTech on Deck is a business podcast hosted by LifeYield, with 249 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

LifeYield hosts WealthTech on Deck, a business show with 249 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  WealthTech on Deck

  Five Key Trends Reshaping the Investor Landscape with Andrew Guillette

  Aug 11, 202632 min

  This week, Jack Sharry talks with Andrew Guillette, Vice President of Global Insights at Broadridge. Founder of Verge Advisory and former COO of Cerulli, Andrew has a track record of delivering industry-leading market research to U.S. asset managers. With specialized expertise in research and product development, he can leverage cutting-edge technologies to transform business operations and create new revenue streams.  Andrew talks with Jack about what investors actually want, based not on surveys, but on real behavior from 55 million retail investors.  Drawing from the Broadridge Investor Pulse dataset, Andrew breaks down five critical trends reshaping the investor landscape today. Their conversation also challenges long-held industry assumptions and offers a data-backed look at how firms can better align with evolving investor behavior. In this episode: (00:00) - Intro (01:59) - Andrew's career background  (04:05) - What Investor Pulse is and why it matters  (08:02) - Theme 1: The myth of the 'average investor'  (11:40) - Theme 2: Democratization and concentration of wealth (14:29) - Theme 3: Product proliferation and model portfolios (20:40) - Theme 4: Blending of self-directed investing and advised relationships (25:08) - Theme 5:  Investor intelligence as a competitive advantage   (26:56) - Andrew's advice for wealth and asset management leaders  (28:05) - Andrew's interests outside of work Quotes "Advice still reigns, but the mix is shifting. The self-directed growth is real. Now, one-third of all investors have a relationship with a self-directed firm." ~ Andrew Guillette "The number one reason that investors straddle is diversification and enjoyment. Diversification was highest among women, and then enjoyment was highest among men, particularly younger men." ~ Andrew Guillette "Don't rely on legacy assumptions about who your investor is and how you think you should engage. Get the data to gain more precision about investor behavior. The firms best positioned to win will be the ones that understand the end investor." ~ Andrew Guillette Links  Andrew Guillette on LinkedIn Broadridge Broadridge - Investor Pulse Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

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  WealthTech on Deck

  Scaling an Independent RIA Without Losing Your Culture with Randy Morris and Seamus O’Brien

  Jul 28, 202628 min

  This week, Jack Sharry talks with Summit Wealth Group Founder & CEO Randy Morris and Head of Advisor Success Seamus O’Brien. After leading the firm’s successful transition to independence, Randy and Seamus are now focused on building an advisor-first organization designed for long-term growth. Randy brings more than four decades of industry leadership, while Seamus draws on more than 25 years of experience helping advisory firms scale through advisor development, client experience, and strategic growth initiatives. Randy and Seamus reflect on Summit’s first year as an independent RIA, discussing what it took to transition thousands of client accounts without losing a single team member. They explain why organic growth extends far beyond client acquisition, how a strong data foundation is essential for putting AI to work, and why building an intentional culture becomes even more important as firms scale. They also challenge common misconceptions about growth and share what comes next for Summit. In this episode: (00:00) - Intro (02:30) - Recapping Summit Wealth Group's launch as an RIA (04:00) - SEI's role in Summit's transition   (05:40) - Seamus's journey from SEI to Summit Wealth (06:47) - How Summit defines organic growth  (09:21) - What a scalable advisor success platform looks like (10:26) - What Summit looks for in an advisor (12:15)- How Summit has enhanced its client solutions and capabilities  (14:33) - How Summit preserved its culture while scaling rapidly (17:01) - Building an intentional advisor community  (17:57) - What firms misunderstand about growth   (22:10) - What's next for Summit Wealth Group (24:20) - Randy and Seamus' interests outside of work Quotes "Organic growth is the hardest kind of growth. It is the number one driver of valuation and success once you get past that cultural alignment conversation." ~ Seamus O'Brien  "There's no real silver bullet for growth. What works for some might not for others. So we have to be adaptable, and not be afraid to take some calculated risks and make some mistakes." ~ Seamus O'Brien "In a growing company, if you're not intentional with pulling everybody together, you're going to end up with silos. Those silos create fractures in the organization's health." ~ Randy Morris "Intentional pulling together of advisors and their teams in our local communities is paramount to really accomplishing the growth objectives the company is trying to achieve." ~ Randy Morris Links  Randy Morris on LinkedIn Seamus O'Brien on LinkedIn Summit Wealth Group Chelsea Ganey  Carmelle Nemechek Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

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  WealthTech on Deck

  Driving Growth Through Operational Scale with Jack Hannah

  Jul 14, 202623 min

  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 business initiatives, ensuring that the platform's capabilities evolve in line with their clients' unique needs.  Jack talks about what enables firms to grow and what holds them back. He discusses how operational efficiency can boost RIA growth without breaking their back office and how modern platforms are reshaping investment management. Jack also shares the importance of partnerships and how GeoWealth is pushing the boundaries of what a single client account can deliver. In this episode: (00:00) - Intro (01:09) - Jack's early career in RIA operations  (04:30) - Jack's transition from an RIA environment to GeoWealth  (05:35) - How GeoWealth helps advisors (07:02) - GeoWealth's value proposition and modern TAMP model  (08:44) - GeoWealth's platform capabilities and integrations  (10:42) - Why investors choose GeoWealth  (12:24) - What partnerships look like at GeoWealth  (15:51) - How GeoWealth expands its investment capabilities (19:11) - Jack's interests outside of work Quotes "We want to provide scale to an advisor's practice, no matter what shape or size they might be." ~ Jack Hannah "We want to meet these advisors or these firms right where they are. I know that's overused, but we really mean that." — Jack Hannah  "The investment management world is rapidly changing. We are on the cutting edge of what a UMA is and how it should actually work in a client account." ~ Jack Hannah Links  Jack Hannah on LinkedIn GeoWealth Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

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  WealthTech on Deck

  Institutionalizing Organic Growth with Rick Kent & Kay Lynn Mayhue

  Jul 7, 202631 min

  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 individuals reach their financial goals while supporting fellow advisors and entrepreneurs in meeting their professional goals. Kay Lynn has played many roles in the financial advisory industry: as a successor, partner, seller, and buyer. This unique and diverse background allows her to relate to advisors at all career stages and across the M&A lifecycle. Rick and Kay Lynn talk with Jack about how they've built one of the fastest-growing RIAs in the country without losing sight of culture, leadership, and long-term value creation. They discuss what it really takes to scale intentionally, from balancing disciplined M&A with true organic growth to building a leadership model rooted in servant leadership, humility, and accountability. Rick and Kay Lynn also share Merit's institutionalized approach to business development and explain why partnerships, technology integration, and adaptability in the age of AI will define the future of wealth management. In this episode: (00:00) - Intro (01:13) - Rick on Merit's origin story (03:06) - Rick and Kay Lynn's partnership and leadership dynamics (04:59) - The core principles of Merit Financial Advisors (09:14) - How Merit has maintained its culture through 60+ acquisitions (12:41) - How Merit generates organic growth (16:56) - Inside Merit's business development engine and growth tracks (20:30) - Rick and Kay Lynn's outlook on the future of wealth management (26:16) - Rick and Kay Lynn's interests outside of work Quotes "You can have all of the principles and core values at the top. But if you don't bring on the right people, you are not going to succeed at having that in your culture. And so it starts with the people, it ends with the people." ~ Kay Lynn Mayhue "People are underestimating the power of finding the right partnerships. The right partnership is going to make your future." ~ Kay Lynn Mayhue "The marketing to bring in clients should be an enterprise operation. It really should be institutionalized, where we figure out how to connect with clients and then provide those opportunities to our advisors to let them do what they do best." ~ Rick Kent "When you think about the real value of a firm, if you have money, you can make acquisitions. But really valuable firms are going to prove that they are growing their market share through organic growth." ~ Rick Kent Links Rick Kent on LinkedIn Kay Lynn Mayhue on LinkedIn Merit Financial Advisors Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

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  WealthTech on Deck

  Beyond the Hype: How AI Makes a Difference in Wealth Management with Rob Pettman

  Jun 24, 202630 min

  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 spent 19 years at LPL Financial, most recently as Executive Vice President of Wealth Management Solutions. Rob talks with Jack about the hype surrounding artificial intelligence in wealth management. He discusses how firms across the industry deploy AI, what delivers real outcomes, and what top-performing firms are doing differently. Rob also shares the three major themes driving AI adoption today, as well as how AI reshapes workflows, accelerates advisor transitions, and unlocks new growth opportunities. In this episode: (00:00) - Intro (01:29) - The current state of AI adoption in wealth management (02:57) - The three core themes of AI value creation (07:12) - Why outcome matters more than solving the data problem (08:36) - What advisors actually want from AI tools (11:48) - What change management means for AI adoption (13:10) - How companies can succeed with AI integration (15:28) - The difference between AI at the operating level vs. AI as a tool (17:19) - How AI-driven personalization works in wealth management (20:19) - Point solutions vs. platforms: Why flexibility still matters (21:32) - Rob's thoughts on the future of AI in wealth management (23:34) - The biggest misconception about AI in wealth management (25:35) - Rob's interests outside of work Quotes "The firms that are most successful have a very strong initiative and leadership presence coming from the C-suite. It's not just about putting a flag in the ground and saying, "We're going to do AI." It's actually them leaning in and pushing through some of the structural issues within their organization that may prevent AI from being successful." ~ Rob Pettman "When you view AI as a tool versus a change in your operating model, technology doesn't understand your business. So, it really does have to be the culture around business-led technology-enabled versus business-deferred to technology." ~ Rob Pettman "The real power, the maximum commercial impact you get with AI, is when cost savings meets growth meets scale, and you put all three of those together." ~ Rob Pettman Links Rob Pettman on LinkedIn TIFIN Cetera Financial Group Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

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