Jack Sharry

EVP & CMO at @LifeYield | Advancing the conversation on the future of #FinancialAdvice

[Jack Sharry @JackSharry52]

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 @ENVIntel @allianzlife https://t.co/7L89Wz0m4J

[Hale Education @Hale1918]

Give today to ensure that more students can get a Hale education like this trimester's #IntrepidHale learners from @bostondayandeve .
#GivingTuesday #MyHaleEducation #HaleReimaginesLearning #HaleBuildsCommunity #HaleFostersWellness

https://t.co/GPI85YK993

[Jack Sharry @JackSharry52]

@thegreshamco Happy Thanksgiving!!!

[Jack Sharry @JackSharry52]

Fascinating guest. Thanks Brian!

[Flyer Financial Technologies @Flyer_FT]

🎙️New podcast alert! Don't miss @bwilsonross & @JackSharry52 as they discuss the 3 essential approaches to smart trading, how to leverage APIs as a strategic advantage & much more. @lifeyield #TradeSmarter https://t.co/CKvWXIPHwU

[Jack Sharry @JackSharry52]

@thegreshamco Which one’s the greeter?

[Jack Sharry @JackSharry52]

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

[Jud Mackrill 🏴‍☠️ @JudMackrill]

Jack Sharry talks with @TommyVCMartin about the power of listening and being able to find the true paint point has led to a massively impactful financial services career.

https://t.co/NDYv9hZr4M

[Jack Sharry @JackSharry52]

Thanks Jud and Mamoth!

[Jud Mackrill 🏴‍☠️ @JudMackrill]

Always love to hear from my friend @JackSharry52 on the impact of @lifeyield for investors.

Full episode: https://t.co/z31xouWjby

[Jack Sharry @JackSharry52]

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. https://t.co/EIc6eZ3bXE

[Jack Sharry @JackSharry52]

@nicolecasperson @investmentnews Wow! Congrats! Keep me posted.

[Jack Sharry @JackSharry52]

Great convo with @nicolecasperson on the future of financial advice.

[Nicole Casperson @nicolecasperson]

What you know about #fintech that connects and actually strives to make the🌐better for everyone?

Tune in to my guest appearance on @JackSharry52 fab podcast WealthTech on Deck @lifeyield

Check out my big takeaways here 👇🏽 Which trends get you hyped? 🔥🔥🔥

[Jack Sharry @JackSharry52]

@JAllenWerner @nicolecasperson @lifeyield @WellsFargo @MorganStanley @orionadvisor @JudMackrill @investmentnews Couldn’t agree more!

[James Werner, CFP®️ @JAllenWerner]

@nicolecasperson @lifeyield @JackSharry52 @WellsFargo @MorganStanley @orionadvisor @JudMackrill @investmentnews Nice work by @nicolecasperson - moving beyond project work to the mindset we will never be done is a powerful concept that changes the game and emphasizes relationship -

[Jack Sharry @JackSharry52]

@ryanWneal You were the first to write about this Ryan! Thank you. Progress is underway.

[Jack Sharry @JackSharry52]

@nicolecasperson @lifeyield @WellsFargo @MorganStanley @orionadvisor @JudMackrill @investmentnews Down the road this article will be seen as an industry game changer. Well done @nicolecasperson!

[Nicole Casperson @nicolecasperson]

Proud of this #fintech cover story and grateful for the insights from @lifeyield's @JackSharry52 & Steve Zuschin, @WellsFargo's Michael Liersch, @MorganStanley's Rose Palazzo & Eric Lordi, @orionadvisor's Jason Moore and @JudMackrill
https://t.co/KpdX9ce41Y via @investmentnews

[Jack Sharry @JackSharry52]

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. https://t.co/Y5UoIUTrAO

[Jack Sharry @JackSharry52]

@MeghanMcCartan @ThrivosLLC Congratulations!

[Jack Sharry @JackSharry52]

The latest in #wealthtech: @lifeyield has enhanced its partnership with global investment manager, @FTI_US.

[Jack Sharry @JackSharry52]

@thegreshamco Prettiest yet!