Well said Jack Sharry!! "The endgame is to get technology levers working in unison and articulate their impact through a scoring system, basis points, or pure dollars and cents, said Jack Sharry, executive vice president and cmo at LifeYield. investmentnews.com/accelerating-a…

Don't wait for the perfect platform: all it takes to transform your financial advisor business is one killer app. bit.ly/3ipjM7Q FA Magazine

.@orionadvisor rolls out the first tool that incorporates its merger with Brinker and its acquisition of @HiddenLevers. The tool helps firms understand investors' emotional reactions to market volatility. Ft. comments from Jack Sharry investmentnews.com/orion-adds-beh… InvestmentNews

#wealthmanagement is finally catching up to Len Reinhart’s big ideas from 20 years ago. So, I caught up with him. bit.ly/3qVoInj

Highly informative convo. Thanks Kim and Jud.

Right back at ya!

The biggest value an advisor can provide is behavioral coaching, emotional management, and decisional coaching. Hear more on LifeYield’s WealthTech on Deck podcast, featuring Orion's Chief Behavioral Officer Dr. Daniel Crosby: apple.co/37mZSna

Listen to the latest episode of LifeYield Finance's 'WealthTech on Deck' podcast to hear our Chief Growth Officer Scott Holsopple's conversation with Jack Sharry on how Hightower's holistic suite of services helps growth-minded advisors stand out and scale. podcasts.apple.com/us/podcast/cre…

The latest in #wealthtech: LifeYield Finance has enhanced its partnership with global investment manager, Franklin Templeton.

A growing tech ecosystem is emerging. Firms need to provide advisors with the tools to build an API-friendly, end-to-end ecosystem for clients. By connecting the tech dots, advisers can help clients establish a unified managed household. investmentnews.com/in-search-of-a…

Proud of this #fintech cover story and grateful for the insights from LifeYield Finance's Jack Sharry & Steve Zuschin, Wells Fargo's Michael Liersch, Morgan Stanley's Rose Palazzo & Eric Lordi, @orionadvisor's Jason Moore and Jud Mackrill 🏴‍☠️ investmentnews.com/in-search-of-a… via InvestmentNews

Nicole Casperson LifeYield Finance Jack Sharry Wells Fargo Morgan Stanley @orionadvisor Jud Mackrill 🏴‍☠️ InvestmentNews Nice work by Nicole Casperson - moving beyond project work to the mindset we will never be done is a powerful concept that changes the game and emphasizes relationship -

Great convo with Nicole Casperson on the future of financial advice.

Congratulations to our friends and partners, @AdvisorPeak, on news of its merger with industry giant, Addepar. We at @LifeYield look forward to continuing to create the future of wealthtech with great partners. bit.ly/3pIamIa

Thanks Jud and Mamoth!

Always a pleasure to dig into the future of #digital and #human #advice.

Fascinating guest. Thanks Brian!

Give today to ensure that more students can get a Hale education like this trimester's #IntrepidHale learners from BDEA . #GivingTuesday #MyHaleEducation #HaleReimaginesLearning #HaleBuildsCommunity #HaleFostersWellness vimeo.com/651609232

Join me for @InvestmentNews virtual Future of Financial Advice series on 12/6 at 11am EST! We’ll be diving into the most important trend in WealthTech: UMH with my co-moderator Dani Fava of Envestnet. #Sponsored by LifeYield Finance @ENVIntel @allianzlife event.on24.com/eventRegistrat…