The wealth management industry is evolving rapidly, driven by innovation and disruption. The insights and experiences shared by the brightest and best leaders have shed light on the industry's future and its exciting developments. The dedication and passion of the individuals leading the charge in disrupting the industry pave the way for a more efficient, accessible, and inclusive environment. 

In this episode, the script is flipped as Jack Sharry, EVP and Chief Growth Officer of LifeYield, takes the guest seat, and Matt Nollman, VP of Marketing, steps in as host. Jack reflects on the past year of the WealthTech on Deck podcast and highlights the key guests and topics discussed. He discusses the Legends of WealthTech series, featuring industry leaders who significantly contribute to the advisory business. From CEOs to innovators, these guests shared their perspectives on the future of the industry and its exciting developments. Jack highlights noteworthy innovations and disruptions and shares the advances made around platforms, tech stacks, and financial ecosystems.

Key Takeaways

Quotes

[08:37] - "What all these legends did was make big disruptive bets that changed the industry forever and for the better." ~ Jack Sharry

[18:44] - "Innovation and disruption are interesting and fun. But if you can't execute, make it happen, and grow your business, who cares?" ~ Jack Sharry

[19:10] - "I can't help but note how much I love this business and the people in it, good people doing good work for the benefit of so many. I am so fortunate and grateful to work with the people I work with and make all of people's lives better." ~ Jack Sharry

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