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
          The Dividend Cafe by The Bahnsen Group

          The Dividend Cafe

          584 Listeners

          The Daily by The New York Times

          The Daily

          112,700 Listeners

          Up First from NPR by NPR

          Up First from NPR

          56,879 Listeners

          Wall Street Breakfast by Seeking Alpha

          Wall Street Breakfast

          1,046 Listeners

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

          The Perfect RIA

          463 Listeners

          Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

          Kitces and Carl - Real Talk for Real Financial Advisors

          244 Listeners

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

          All-In with Chamath, Jason, Sacks & Friedberg

          10,063 Listeners

          Hard Fork by The New York Times

          Hard Fork

          5,531 Listeners

          The Megyn Kelly Show by SiriusXM

          The Megyn Kelly Show

          40,600 Listeners