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Advisor Shortage, AI, and the Next Growth Model with Vlad Golyk
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,…
Why Advisor Capacity Is the Future of Growth with Steve Gresham
This week, Jack Sharry talks with Steve Gresham, Founder and Managing Principal at NextChapter. With more than 40 years in asset and wealth management, Steve has spent his career working on growth…
Operationalizing AI: Turning Technology into Sustainable Organic Growth with Alois Pirker
This week, Jack Sharry talks with Alois Pirker, Founder & CEO of Pirker Partners. For 25 years, Alois has worked with many leading wealth management firms and providers globally. Today, he…
The Convergence Era: Advancing Advisor Technology and Client Experience with Bradley Kellum
This week, Jack Sharry talks with Bradley Kellum, Partner and Head of Wealth Management for North America at Oliver Wyman. Brad is a leader in wealth management technology focused on improving how…
How Unified Managed Household Was Born with Len Reinhart
This week, Jack Sharry talks with Len Reinhart, President of Reinhart Consulting Group and a pioneer in fee-based advisory services. Len has spent decades shaping the evolution of wealth management,…
Integrating Fee-Based Annuities into Household Wealth Management with David Lau
This week, Jack Sharry talks with David Lau, Founder & CEO at DPL Financial Partners. David is an innovator and disruptor in the financial services industry and one of the pioneers in fee-based…
How AI-Native Platforms Transform Advisor Workflows with Bassam Chaptini and Rabih Ramadi
This week, Jack Sharry talks with the Co-Founders of Avantos, Bassam Chaptini and Rabih Ramadi. With deep experience in financial technology and enterprise systems, Bassam and Rabih are rethinking…
How Edward Jones Scales Advice for High-Net-Worth Clients with Tom Lewandowski
This week, Jack Sharry talks with Tom Lewandowski, Principal and Leader of the High-Net-Worth (HNW) Segment at Edward Jones. Tom leads the development and execution of strategies to better serve HNW…
Adoption Over Hype: What Actually Drives Growth in Wealth Management with Scott Smith
This week, Jack Sharry talks with Scott Smith, Senior Director of Advice Relationships at Cerulli Associates. Scott leads research on financial advisor trends, client engagement, and the evolving…
Modernizing Legacy Wealth Firms with John Yackel
This week, Jack Sharry talks with John Yackel, Executive Vice President and Head of Wealth Management at Janney Montgomery Scott. With more than three decades of experience across wealth management,…
Architecting the Future of Financial Advice with Amy Young
This week, Jack Sharry talks with Amy Young, Founder of Advice Architects. Amy Young is a longtime wealth-management strategist and former Microsoft managing director who has spent three decades at…
2025’s Biggest WealthTech Shifts with Jack Sharry
In this year-in-review episode, Matt Nollman, Head of Product Marketing at SEI LifeYield and Producer of WealthTech on Deck, steps into the host chair and interviews Jack Sharry on the five defining…
Designing the Next Wave of Technology-Driven Businesses with Sneha Shah
This week, Jack Sharry talks with Sneha Shah, Executive Vice President and Head of New Business Ventures at SEI. Sneha brings more than 25 years of global leadership experience across data,…
The Great Convergence in Wealth Management with Garrett Beam
This week, Jack Sharry talks with Garrett Beam, Head of Digital Solutions at Cetera Financial Group. Garrett drives the product vision, strategy, experience, design, and execution across various…
Key Findings from the 2025 MMI Investment Advisory Pulse Survey with Tim Kresl and Ashley Wood
This week, Jack Sharry talks with Tim Kresl, Managing Principal & Head of US Client Success, and Ashley Wood, Managing Principal in Data & Analytics at Broadridge. Tim specializes in market…
Why the Future of Financial Advice Is Human-Led and AI-Enabled with Michael Liersch
This week, Jack Sharry talks with Michael Liersch, Chief Planning Officer at Edelman Financial Engines. Michael acts as the production arm at Edelman. He leads the firm's strategic agenda around the…
Five Trends Reshaping the Future of Wealth Management with Chip Roame
This week, Jack Sharry talks with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors & Tiburon CEO Summits. Chip is a leading strategic advisor to 700+ Tiburon corporate…
Why Tax-Smart Infrastructure Is the Future of Wealth Management with Arthur Worthington
This week, Jack Sharry talks with Arthur Worthington, Managing Director of Strategic Business Development & Integration at SEI. With more than a decade of experience working directly with…
Building the Bridge to a Better Retirement with David Goldman
This week, Jack Sharry talks with David Goldman, Chief Business Officer at Pontera. At Pontera, David leads strategy, partnerships, and the company’s mission to help Americans retire with greater…
Empowering Advisors: Technology and Financial Psychology in Action with Morgan Bell
This week, Jack Sharry talks with Morgan Bell, Managing Director of Advisory at Constellation Wealth Capital. Morgan leads the firm's technology consulting efforts and focuses on helping advisors…
Frequently Asked Questions
WealthTech on Deck has published 244 episodes since February 2021, covering topics in Business, Investing.
WealthTech on Deck is currently highly active with new episodes weekly. Average episode length is 29m.
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