WealthTech on Deck

Creating Digital Marketplace Platforms with Keith Gregg

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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


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