EVP & CMO at @LifeYield | Advancing the conversation on the future of #FinancialAdvice
Boston, MA
Joined October 2018
- Tweets317
- Following431
- Followers229
- Likes1.2K
Join me for @InvestmentNews virtual Future of Financial Advice series on 12/6 at 11am EST! We’ll be diving into the most important trend in WealthTech: UMH with my co-moderator Dani Fava of Envestnet. #Sponsored by @lifeyield @ENVIntel @allianzlife event.on24.com/eventRegistra…
Jack Sharry retweeted
Give today to ensure that more students can get a Hale education like this trimester's #IntrepidHale learners from @bostondayandeve .
#GivingTuesday #MyHaleEducation #HaleReimaginesLearning #HaleBuildsCommunity #HaleFostersWellness
vimeo.com/651609232
Fascinating guest. Thanks Brian!
🎙️New podcast alert! Don't miss @bwilsonross & @JackSharry52 as they discuss the 3 essential approaches to smart trading, how to leverage APIs as a strategic advantage & much more. @lifeyield #TradeSmarter hubs.ly/H0_wMmL0
Jack Sharry talks with @TommyVCMartin about the power of listening and being able to find the true paint point has led to a massively impactful financial services career.
hubs.li/H0-KNb_0
Thanks Jud and Mamoth!
Always love to hear from my friend @JackSharry52 on the impact of @lifeyield for investors.
Full episode: open.spotify.com/episode/2tD…
Congratulations to our friends and partners, @AdvisorPeak, on news of its merger with industry giant, @Addepar. We at @LifeYield look forward to continuing to create the future of wealthtech with great partners. bit.ly/3pIamIa
Great convo with @nicolecasperson on the future of financial advice.
What you know about #fintech that connects and actually strives to make the🌐better for everyone?
Tune in to my guest appearance on @JackSharry52 fab podcast WealthTech on Deck @lifeyield
Check out my big takeaways here 👇🏽 Which trends get you hyped? 🔥🔥🔥
Jack Sharry retweeted
Nice work by @nicolecasperson - moving beyond project work to the mindset we will never be done is a powerful concept that changes the game and emphasizes relationship -
Jack Sharry retweeted
Proud of this #fintech cover story and grateful for the insights from @lifeyield's @JackSharry52 & Steve Zuschin, @WellsFargo's Michael Liersch, @MorganStanley's Rose Palazzo & Eric Lordi, @orionadvisor's Jason Moore and @JudMackrill
investmentnews.com/in-search… via @investmentnews
A growing tech ecosystem is emerging.
Firms need to provide advisors with the tools to build an API-friendly, end-to-end ecosystem for clients.
By connecting the tech dots, advisers can help clients establish a unified managed household. investmentnews.com/in-search…
The latest in #wealthtech: @lifeyield has enhanced its partnership with global investment manager, @FTI_US.
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Jack Sharry retweeted
Listen to the latest episode of @lifeyield's 'WealthTech on Deck' podcast to hear our Chief Growth Officer Scott Holsopple's conversation with @JackSharry52 on how Hightower's holistic suite of services helps growth-minded advisors stand out and scale. podcasts.apple.com/us/podcas…
Jack Sharry retweeted
The biggest value an advisor can provide is behavioral coaching, emotional management, and decisional coaching. Hear more on LifeYield’s WealthTech on Deck podcast, featuring Orion's Chief Behavioral Officer Dr. @danielcrosby: apple.co/37mZSna
Highly informative convo. Thanks Kim and Jud.
Really enjoyed chatting with @JackSharry52 of @lifeyield and @kimmackrill about the future of data and experience in financial services.
open.spotify.com/episode/08W…
#wealthmanagement is finally catching up to Len Reinhart’s big ideas from 20 years ago. So, I caught up with him. bit.ly/3qVoInj
Jack Sharry retweeted
.@orionadvisor rolls out the first tool that incorporates its merger with Brinker and its acquisition of @HiddenLevers. The tool helps firms understand investors' emotional reactions to market volatility.
Ft. comments from @JackSharry52
investmentnews.com/orion-add… @investmentnews
Don't wait for the perfect platform: all it takes to transform your financial advisor business is one killer app. bit.ly/3ipjM7Q @FAMagazine
Jack Sharry retweeted
Well said @JackSharry52!!
"The endgame is to get technology levers working in unison and articulate their impact through a scoring system, basis points, or pure dollars and cents, said Jack Sharry, executive vice president and cmo at LifeYield.
investmentnews.com/accelerat…
