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

          3,140 Listeners

          a16z Podcast by Andreessen Horowitz

          a16z Podcast

          1,014 Listeners

          We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

          We Study Billionaires - The Investor’s Podcast Network

          3,365 Listeners

          Animal Spirits Podcast by The Compound

          Animal Spirits Podcast

          1,987 Listeners

          Wall Street Breakfast by Seeking Alpha

          Wall Street Breakfast

          1,013 Listeners

          WealthTech Today by Craig Iskowitz

          WealthTech Today

          12 Listeners

          The Compound and Friends by The Compound

          The Compound and Friends

          2,047 Listeners

          The Long View by Morningstar

          The Long View

          884 Listeners

          The Journal. by The Wall Street Journal & Gimlet

          The Journal.

          5,916 Listeners

          Morning Brew Daily by Morning Brew

          Morning Brew Daily

          2,944 Listeners

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

          All-In with Chamath, Jason, Sacks & Friedberg

          8,909 Listeners

          Barron's Streetwise by Barron's

          Barron's Streetwise

          1,544 Listeners

          Barron's Advisor by Barron's Advisor

          Barron's Advisor

          110 Listeners

          Money Rehab with Nicole Lapin by Money News Network

          Money Rehab with Nicole Lapin

          1,737 Listeners

          The Morgan Housel Podcast by Morgan Housel

          The Morgan Housel Podcast

          980 Listeners