WealthTech on Deck

Creating Digital Marketplace Platforms with Keith Gregg


Listen Later

In this episode, Jack talks with Keith Gregg, Founder, and CEO of Chalice Network, a fintech company based in San Diego.

Keith has more than three decades of experience in financial services and executive leadership. During the first part of his career, he served as a financial advisor and created his first independent business focused on planned giving. Keith also served in the US Marine Corps and was the recipient of the Presidential Service Award from President Ronald Reagan. 

Keith and Jack discuss the benefits of creating digital marketplace e-commerce platforms, helping small businesses, and embracing tech advancement in the industry.

“There's no turning back--that genie is out of the bottle. They're not going to put it back in, so you better become incredibly perfect with being able to digitally communicate and coordinate and deliver to your customers via a digital platform.” ~ Keith Gregg


Main takeaways 
  • Small business owners constantly look for economies of scale, operational efficiencies, and enhanced enterprise value.
  • Fintech is changing the course of financial advising. It pays to be highly knowledgeable and on top of innovations in your niche.
  • Having a single sign-on digital platform for advisors can help greatly in eliminating unnecessary steps, ensuring smooth operations, and extending the reach to small- and mid-size businesses.
  • Advisors should focus on building their network, investing in themselves and their business, and embracing change.

  • Links
    • Keith Gregg on LinkedIn
    • Chalice Network
    • Do Well By Doing Good by Keith Gregg
    • Redtail Technology
    • eMoney  Advisor
    • Marketing 360
    • Financial Planning Association (FPA)
    • TD Ameritrade
    • Wells Fargo
    • Digital Wealth News
    • New York University (NYU)
    • The Fintech Institute
    • Bitcoin
    • Ethereum
    • Cardano
    • US Marine Corps
    • Ronald Reagan
    • GE Capital
    • Small Business Benefits
    • Chalice CaresRX

    • Connect with our hosts
      • LifeYield
      • Jack Sharry on LinkedIn
      • Jack Sharry on Twitter

      • Subscribe and stay in touch
        • Apple Podcasts
        • Spotify
        • LinkedIn
        • Twitter
        • Facebook

        • ...more
          View all episodesView all episodes
          Download on the App Store

          WealthTech on DeckBy LifeYield

          • 4.8
          • 4.8
          • 4.8
          • 4.8
          • 4.8

          4.8

          17 ratings


          More shows like WealthTech on Deck

          View all
          Money Guy Show by Brian Preston and Bo Hanson

          Money Guy Show

          3,163 Listeners

          WSJ What’s News by The Wall Street Journal

          WSJ What’s News

          4,322 Listeners

          Notes on the Week Ahead by Dr. David Kelly

          Notes on the Week Ahead

          189 Listeners

          a16z Podcast by Andreessen Horowitz

          a16z Podcast

          1,043 Listeners

          Capital Ideas Podcast by Capital Group

          Capital Ideas Podcast

          273 Listeners

          Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

          Capital Allocators – Inside the Institutional Investment Industry

          797 Listeners

          Wall Street Breakfast by Seeking Alpha

          Wall Street Breakfast

          1,018 Listeners

          The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

          The Perfect RIA

          454 Listeners

          Simple, but Not Easy by Morningstar

          Simple, but Not Easy

          83 Listeners

          The Journal. by The Wall Street Journal & Spotify Studios

          The Journal.

          5,955 Listeners

          The Prof G Pod with Scott Galloway by Vox Media Podcast Network

          The Prof G Pod with Scott Galloway

          5,421 Listeners

          All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

          All-In with Chamath, Jason, Sacks & Friedberg

          9,263 Listeners

          Barron's Streetwise by Barron's

          Barron's Streetwise

          1,544 Listeners

          The Markets by Goldman Sachs

          The Markets

          72 Listeners

          BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

          BG2Pod with Brad Gerstner and Bill Gurley

          463 Listeners