This week, Jack Sharry talks with Jack Hannah, President & Chief Operating Officer at GeoWealth. Jack oversees the firm's operations, service, and both digital and investment product divisions. He is also fully dedicated to GeoWealth's strategic business initiatives, ensuring that the platform's capabilities evolve in line with their clients' unique needs. 

Jack talks about what enables firms to grow and what holds them back. He discusses how operational efficiency can boost RIA growth without breaking their back office and how modern platforms are reshaping investment management. Jack also shares the importance of partnerships and how GeoWealth is pushing the boundaries of what a single client account can deliver.

In this episode:

(00:00) - Intro

(01:09) - Jack's early career in RIA operations 

(04:30) - Jack's transition from an RIA environment to GeoWealth 

(05:35) - How GeoWealth helps advisors

(07:02) - GeoWealth's value proposition and modern TAMP model 

(08:44) - GeoWealth's platform capabilities and integrations 

(10:42) - Why investors choose GeoWealth 

(12:24) - What partnerships look like at GeoWealth 

(15:51) - How GeoWealth expands its investment capabilities

(19:11) - Jack's interests outside of work

Quotes

"We want to provide scale to an advisor's practice, no matter what shape or size they might be." ~ Jack Hannah

"We want to meet these advisors or these firms right where they are. I know that's overused, but we really mean that." — Jack Hannah 

"The investment management world is rapidly changing. We are on the cutting edge of what a UMA is and how it should actually work in a client account." ~ Jack Hannah

Links 

Jack Hannah on LinkedIn

GeoWealth

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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