WealthTech on Deck

Wealth management and retirement planning are two important aspects of financial planning. While they are often discussed separately, the convergence of these two industries allows people to take a holistic approach to their finances and create a comprehensive financial plan that helps them achieve their financial goals.In today’s episode, Jack talks with Fred Barstein, Founder and CEO of The Retirement Advisor University (TRAU) and The Plan Sponsor University (TPSU). He is also the contributing editor for WealthManagement.com's RPA Edge and Editor in Chief & Founder of 401kTV, a media channel helping mid-size and smaller companies better manage their defined contribution plans.Fred talks with Jack about what he does to serve the DC 401k market, how wealth management and retirement can work together, and how big players in the wealth management industry are now focusing on retirement.Key Takeaways [01:11] - What Fred does to advance the retirement and advice space. [02:52] - How Fred collaborates with institutions to help educate plan sponsors. [06:19] - A look at the type of community Fred is part of. [11:57] - How wealth management and retirement can work together. [17:59] - The challenges the DC industry is facing today. [21:18] - How big players in the wealth management industry are now focusing on retirement. [25:52] - How retirement plan advisors are changing their strategies. [29:08] - Fred’s three key takeaways. [31:00] - Activities that Fred enjoys doing outside of work. Quotes[03:17] - "We saw that there were a lot of designations and it seems like there's a lot popping up. But the credibility of them, if you can just do it online and take a test, doesn't make you an expert. So, we wanted to have a designation and training that plan sponsors could be sure of or we are confident that this advisor is actually well trained and has the experience." - Fred Barstein[08:24] - "Part of the reason that I work with wealth management is they want a platform.  The DC industry wants to get into and speak to the wealth management industry. They see a huge opportunity in the convergence of wealth, retirement, and benefits." - Fred Barstein[14:40] - "RPAs have a huge advantage over traditional wealth management when it comes to getting access and credibility." - Fred Barstein[26:55] - "DC plans have now become a strategic benefit rather than tactical. Retirement plan advisors have moved from the waiting room with the rest of the salespeople to the boardroom talking strategy." - Fred BarsteinLinks  Fred Barstein on LinkedIn The Retirement Advisor University The Plan Sponsor University 401kTV 401(k) Real Talk InvestmentNews Wealth Management RPA Edge Podcast UCLA Anderson School of Management SPARK Institute Newport Group Empower Retirement Prudential Financial MassMutual Morgan Stanley VestWell UBS Merrill Lynch Fidelity Investments Vanguard Charles Schwab CapTrust Sageview Capital NFP Edmund Murphy Aaron Schumm Lockton Hightower Advisors Mercer Wealthfront E*trade Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Wealth and investment management are constantly evolving industries, with new technologies, strategies, and trends emerging every day.  In order to stay ahead of the curve, advisors need to be aware of the key drivers shaping the landscape. In today’s episode, Jack talks with Chip Roame, Founder and Managing Partner of Tiburon Strategic Advisors, and the Tiburon CEO Summits. Prior to forming Tiburon in 1998, Chip served as a management consultant at McKinsey & Company, and later as a business strategist at The Charles Schwab Corporation. In his current role, Chip is responsible for all of Tiburon's advisory, research, service, and marketing activities, keeping him on the leading edge of strategic initiatives in the industry's fastest-growing businesses. Chip talks with Jack about what to expect at the Tiburon CEO Summits in Boston, the top four trends in wealth and investment management, and what RIAs will look like in the future. Key Takeaways [01:07] - An overview of Chip’s career in wealth management. [02:08] - What prompted Chip to establish Tiburon Strategic Advisors and Tiburon CEO Summits. [06:46] - What to expect at the Tiburon CEO Summits in Boston. [09:00] - The top four trends Chip is focusing on. [14:52] - How robo-advisors are doing exceptionally well. [17:32] - Chip’s thoughts on the trend of company and asset acquisitions. [19:36] - Why organic growth is critical to the RIA channel. [24:28] - What RIAs will look like in the future. [25:36] - Chip’s three key takeaways. [28:05] - What Chip enjoys outside of work. Quotes[09:28] - "I think the Gen X consumer is the big opportunity for the next 10 years. When you work your way through the data, you realize Gen X will save and invest more money than will baby boomers and millennials combined in the next 10 years. There's a lot of buzz about millennials and how they're so influential and all that, but in dollars and cents in the next 10 years, there's a lot about the Gen X investor." - Chip Roame [18:22] - "A lot of firms have just discovered how fast the RIA market is growing and then they're doing one of three things. They're either going to be the RIA, they're going to be a custodian to the RIA, or they're going to be a bigger product provider to the RIA." -  Chip Roame[27:49] - "I don't think small advisors are really as threatened as everyone says they are. I do believe in consolidation. I don't believe that small advisors are in trouble." - Chip Roame Links  Chip Roame on LinkedIn Tiburon Strategic Advisors Tiburon CEO Summits McKinsey Charles Schwab M Financial Group Paul Hastings Skip Schweiss TD Ameritrade Institutional Fiserv Walt Bettinger Joe Mansueto Morningstar Robert Reynolds Fidelity Investments Mark Casady LPL Financial Mark Hoffman Vanguard Money Management Institute Merrill Lynch Mercer Edelman Financial Engines Captrust Goldman Sachs NextCapital Morgan Stanley Solium Capital (now Shareworks by Morgan Stanley) E*Trade Empower Retirement Vestwell BlackRock Folio Investing Focus Financial Partners CI Financial Wells Fargo Scott Hanson Allworth Financial Craig Wietz First Rate Tiburon Impact Adventures Skip and Chip’s and Excellent Adventure Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Wealth management is constantly evolving as the needs of consumers and businesses change. In order to stay ahead of the curve, companies need a platform that provides their customers with a 360-degree view of all their assets. This will allow them to deliver a better customer experience, increase loyalty, and drive growth. By having a single platform that connects all aspects of the business, firms will be able to better serve their customers and provide them with a better overall experience.In today’s episode, Jack talks with Ainslie Simmonds, President of Pershing X, a new business unit in BNY Mellon that designs and builds innovative digital solutions for Pershing’s Wealth Solutions clients, including broker dealers, RIAs, and trust companies.Prior to joining Pershing, Ainslie was the Global Head of Digital at PIMCO, the Chief Marketing and Product Officer at thinkorswim, and the Chief Operating Officer at LearnVest. Ainslie brings two decades of experience in wealth management and digital experience to her role at Pershing X. Along with her team, she is dedicated to delivering the industry's leading end-to-end advisory platform, helping financial services firms solve the challenge of managing disconnected technology.Ainslie talks with Jack about what Pershing X has to offer in the financial services industry, how she plans to address the interoperability issue in the financial system, and how Pershing X hopes to dominate the advisory market.Key Takeaways [01:26] - What Pershing X has to offer in the financial services industry. [03:19] - A look back at Ainslie's professional journey. [07:22] - How Pershing X plays a role at the Bank of New York Mellon. [10:56] - Where Pershing X draws its inspiration. [14:54] - How Ainslie plans to address the interoperability issue in the financial system. [17:34] - How Pershing X hopes to dominate the advisory market. [20:29] - Why the financial industry is ill-prepared to deal with waves of retirees. [23:15] - Ainslie's three major takeaways. Quotes[18:58] - "No expectation we're going to win every app. It's on us though to always be adding more and more of that interoperability value." - Ainslie Simmonds[22:29] - "If you think about the ways interoperability could show up, it can very much show up in retirement paychecks. It can show up in a lot of different ways that no single point provider could do. I can see the problems getting solved with a suite that talks to each other." - Ainslie Simmonds[23:24] - "If you are in the advisory business, I think you need to think hard about how much you want to invest in tech and how much you're going to turn to partners. That has to be a really thoughtful decision." - Ainslie Simmonds[23:52] - "There is this massive opportunity to serve clients through all stages of their life. And you need to think about how your platforms and technologies are supporting you in that." - Ainslie SimmondsLinks  Ainslie Simmonds on LinkedIn Pershing X LearnVest Campbell Soup Company Molson Coors thinkorswim (now TD Ameritrade) Northwestern Mutual PIMCO BNY Mellon Robin Vince  Edward Jones JP Morgan Morgan Stanley Orion Advisors Solution Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Retirement planning is evolving in an interesting way as the baby boomer generation retires. As life expectancy is rising and retirees are coming in waves, it's necessary to create better retirement plans.In today’s episode, Jack talks with Frank McAleer, Senior Vice President of Wealth Planning, Global Wealth Solutions at Raymond James, a global financial services firm that focuses on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Bringing more than 30 years of industry experience, Frank leads Raymond James’ efforts to empower financial advisors with thought leadership, technology, and practical guidance to address the evolving financial planning needs of their clients. They believe a financial plan that sets out clear objectives and the partnership offered by a professional financial advisor is key to achieving long-term financial and lifestyle goals.Frank talks with Jack about how Raymond James offers services focused on longevity and retirement, how they empower advisors, and the role technology plays in retirement planning. Key Takeaways [01:16] - Raymond James’ role in the financial services industry. [07:44] - How Raymond James became a successful firm. [09:10] - How Raymond James empowers advisors. [11:35] - How Raymond James' longevity planning works. [15:59] - What the future holds for Raymond James' retirement planning. [19:09] - The role of technology in the retirement planning ecosystem. [21:01] - Why the top issues for clients are not the top issues for advisors. [24:35] - Frank McAleer's key takeaways. [26:25] - Frank's interesting activities outside of work. Quotes[16:08] - "Planning and longevity, they're kind of intertwined. There's so much more emotional intelligence required and there's more empathy required, it's holistic." - Frank McAleer[25:07] - "If I identify the number one issue in longevity, it's caregiving. And there are two things that will do, it will differentiate you, and it will help you immensely when the transition of wealth conversation comes up because you're getting the whole family naturally involved." - Frank McAleer[25:34] - "I call empathy the one trait that clients want from financial advisors the most, but you'd never see it. But when you provide it, clients relate and the best way is to tell your own personal stories." - Frank McAleerLinks  Frank McAleer on LinkedIn Raymond James Joseph F. Coughlin MIT AgeLab PinnacleCare Medicare Steve Gresham Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

This episode marks the one-year anniversary of the WealthTech on Deck Podcast. Taking a look back at the last 50 episodes, Matt Nollman, VP of Marketing at LifeYield takes the lead and interviews regular host, EVP & Chief Growth Officer at LifeYield, Jack Sharry.Jack is a leading industry voice on wealthtech, UMH, and the future of financial advice. His mission is to help investors, financial advisors, and firms achieve improved financial outcomes. Matt leads LifeYield’s marketing team, strategy and digital experience, as well as producing the WealthTech on Deck podcast.Jack and Matt talk about some of the best themes, most popular episodes, and lessons learned over the last year.Key Takeaways [01:46] - Jack's key takeaways from hosting WealthTech on Deck over the past year. [02:56] - Some of the big themes that stood out across the last 50 episodes. [04:35] - A list of episodes on growth and creating disruptions in the retirement industry. [06:23] - How Morgan Stanley's strategy is unique in the marketplace. [08:35] - Technology as a critical component of portfolio integration. [10:58] - What the future holds for Unified Managed Households (UHM). [14:02] - The history of the wealth management industry. [19:49] - The impact Jasmine Jirele, Heather Kelly, and David Lau had on the financial services industry. [24:08] - How the team at Lifeyield is integral to the wealth management space. [28:10] - Future guests you won't want to miss. [29:38] - Things Jack enjoys outside of work. Quotes[03:02] - "The biggest theme and the most listened to episodes are all around the strategy, design, and execution of what I'm now calling comprehensive advice platforms." - Jack Sharry[12:00] - “Around retirement income, you have to think about RMDs, social security, Roth conversion, taxes, and risk. We've got growing inflation, and interest rates are rising. How are you going to handle all of that? Doing a lot of work on this topic across the industry is how we consider all the variables, all the things we have to think about to maximize retirement income." - Jack Sharry[25:50] - "Essentially, what we're really doing is we see a lot and we can see what the trends are, what the challenges are, and what the issues are. And what we're involved with is creating a new category. As we're doing that, we want to share what we're learning because the reason a lot of people listen to this podcast is to find out what other people are doing." - Jack SharryLinks  Matt Nollman on LinkedIn Edmund F. Murphy II Empower Retirement Personal Capital Fidelity Investments Aaron Schumm Vestwell Yaqub Ahmed Harshendu Bindal Franklin Templeton James Gorman Morgan Stanley Solium Capital (now Shareworks by Morgan Stanley) Eaton Vance Rose Palazzo Eric Lordi Benjamin Huneke BlackRock Aladdin E-TRADE Financial Nicole Casperson Michael Liersch Wells Fargo Jessica Liberi eMoney Advisor Len Reinhart John Connors John Thiel Merrill Lynch Jasmine Jirele Allianz Life Heather Kelly David Lau  DPL Financial Partners Mark Hoffman Martin Cowley Harry Bartle Steve Zuschin Jeff Quigley Alyson Dorosky Mary Beth Franklin InvestmentNews Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

As more and more baby boomers are approaching retirement, advisors are encountering a unique set of challenges, including funds for retirement. With inflation and taxes on the rise, what can financial advisors do to maximize retirement income?In today’s episode, Jack talks with Steve Zuschin, Executive Vice President of Enterprise Technology Adoption at LifeYield. Steve has more than a decade of experience in financial services, advisor technology, and sales. He is an expert in sales leadership and business development and has demonstrated a history of success in fintech and financial services. At Lifeyield, Steve works closely with clients to help them build comprehensive advice platforms.Steve talks with Jack about LifeYield’s comprehensive retirement income program, what to do about taxes, and how to maximize retirement income.Key Takeaways [01:34] - Steve’s role in fintech and the financial services industry. [04:47] - How taxes impact retirement goals. [06:05] - How LifeYield's retirement income sourcing works. [10:48] - How can all the facets of financial planning be tied together? [13:31] - What advisors have to say about LifeYield's retirement strategies. [16:02] - How dynamic algorithms play a crucial role in retirement planning. [18:40] - Steve's three major takeaways. Quotes[04:57] - "Tax is the number one offender when it comes to expenses and retirement. But it's also a huge drag on reaching retirement goals to begin with." - Steve Zuschin[05:59] - "Every decision we make in financial service, every recommendation we make has a tax consequence, whether we want to own that or not." - Steve Zuschin[18:56] - "Taxes are the number one expense. It's the largest expense that people incur when they're in retirement and most of them are paying unnecessary taxes. So, there's a huge opportunity to improve outcomes for them and ourselves." - Steve ZuschinLinks  Steve Zuschin on LinkedIn Martin Cowley Ernst & Young Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Saving money is something that should start early in life, but it's never too late to get started. Saving can be difficult at times, but there are ways to make it easier. In this episode, Jack talks to Aaron Schumm, Founder and CEO of Vestwell. Aaron brings nearly 20 years of fintech and finserv experience from industry-leading companies. He founded Vestwell in 2016 to close the American savings gap by modernizing the way individuals and small businesses save. Prior to Vestwell, Aaron co-founded FolioDynamix, which is now part of Envestnet.Aaron talks with Jack about his approach to guiding people toward financial wellness, how Vestwell serves its clients, and how savers can step up their saving strategies.Key Takeaways [01:10] - How Vestwell serves its clients. [02:16] - What sets Vestwell apart from other wealth management platforms.  [04:27] - How Vestwell fits into Morgan Stanley's ecosystem. [06:36] - Why the convergence of wealth management and retirement is becoming a trend. [09:23] - How savers can step up their saving strategies. [13:14] - The role Solium Capital plays at Morgan Stanley. [15:04] - How Vestwell plays a role in the future of saving and wealth management. [19:11] - Aaron's approach to guiding people toward financial wellness. [20:17] - The evolution of Aaron's career in wealth management. [23:01] - Aaron's three key takeaways. Quotes[15:27] - "Everyone needs to save. Especially in today's world, with expenses rising, cost of living rising, and not saving enough, you need to start stepping in early. And there's no better way to do that than starting in the workplace and then carrying beyond." - Aaron Schumm[16:02] - "We have too many people that are just undersaved and we have to do something. And the private market isn't able to engage at the pace we want right now." - Aaron Schumm[24:28] - "There's really cost-effective ways in designing savings plans that aren't expensive and there's a lot of tax credits and whatnot. I think it's really a responsibility for everyone to start and make sure that they're setting themselves up and their employees' success in the future." - Aaron SchummLinks  Aaron Schumm on LinkedIn Vestwell Empower Retirement JP Morgan Great-West Investments Fidelity Investments Prudential Financial Morgan Stanley Solium Capital (now Shareworks by Morgan Stanley) Northern Trust InvestCloud FolioDynamix Envestnet Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

As the population of retirees continues to grow, this puts a lot of stress on the traditional retirement system. Finding better retirement solutions is becoming increasingly important. What can financial advisors and industry leaders do to provide better retirement planning and solutions? In today’s episode, Jack talks with Cheryl Nash, CEO of Financial Supermarket at InvestCloud, an established and trusted leader in wealth technology, and Steve Gresham, CEO of The Execution Project, a wealth management consulting firm that helps companies create better wealth management and retirement solutions.Cheryl and Steve are true industry leaders. Cheryl grew up in the wealth management industry and has held roles in nearly every functional area. Steve is a leader in understanding trends facing the wealth management industry. His focus is on improving retirement solutions for a wave of retiring clients.Cheryl and Steve talk with Jack about the project they have been working on together, The Next Chapter Leadership and Action Initiative. They also discuss the role of technology in retirement planning, what industry leaders and top financial advisors do differently to provide retirement solutions, and how investors are becoming more concerned about their retirement income.Key Takeaways [01:36] - What Next Chapter is all about. [08:28] - What industry leaders and top financial advisors do differently. [10:35] - The role of technology in retirement planning and solutions. [14:20] - How investors are becoming more concerned about their retirement income. [18:00] - Why digital platforms need to be simplified. [23:21] - What to look forward to at the Next Chapter conference. Quotes"We've talked about goals-based planning for years. Everybody wants a goal. Everybody has a retirement goal. So, now that we're at a point where 10, 000 people are retiring every day, we've got to figure this out. And technology has to be the enabler and you've got to get working with the right people." - Cheryl Nash“We’re trying [to create] a frictionless solution for the clients, and help them actually achieve that retirement that they're on the cusp of, but then also support advisors.” - Steve GreshamLinks  Cheryl Nash on LinkedIn Steve Gresham on LinkedIn The Execution Project InvestCloud Money Management Institute Financial Advisor Magazine Next Chapter Conference Financial Advisor Magazine Merrill Lynch Next Chapter on LinkedIn Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Data is the lifeblood of business. It’s what drives decisions, helps optimize operations, and fuels innovation. Businesses need to have a good understanding of their customer base, as well as their industry as a whole. The world is moving forward, and with it comes new opportunities for businesses to thrive. How can financial firms and advisors harness the power of data to accelerate their growth?In today’s episode, Jack talks with Adrian Johnstone, Co-Founder and President of Practifi, an enterprise-grade business management platform that helps RIAs, family offices, and broker-dealers grow their businesses by unifying data from all sources, automating workflows, and integrating solutions.For more than 20 years, Adrian has helped businesses of all sizes leverage technology for growth. He is responsible for the vision of Practifi, its partner ecosystem, go-to-market strategy, and global direction. A regular presenter at industry events in Australia and United States, Adrian offers deep insight into the technological needs of advisors. Jack talks with Adrian about what Practifi has to offer advisors and wealth institutions, how it contributes to clients' growth, and how it fits into the future of CRM.Key Takeaways [01:03] - How Practifi was founded. [02:08] - What sets Practifi apart from other CRM platforms. [04:01] - What Practifi has to offer advisors and wealth institutions. [08:28] - Why a “one platform mentality” is the least desirable when using CRM platforms. [11:46] - Practifi's data integration process. [14:11] - How Practifi contributes to clients' growth. [16:14] - The challenges associated with helping people grow their businesses. [18:17] - What CRM should look like in the future. [19:46] - How Practifi plays a role in the future of CRM. [20:35] - Adrian's three key takeaways. Quotes[02:56] - "From our perspective, we knew that Salesforce was really the platform that people wanted, but not everyone had the wherewithal nor the desire to go and make that upfront and ongoing investment in customization." - Adrian Johnstone[20:30] - "There is a huge amount more that your technology can and should be doing for you. Don't be afraid to change. You need to understand that it's a big deal. You've got to be prepared to lean in." - Adrian Johnstone[20:56] - "It's no longer good enough to accept that you have a lot of disconnected pockets of technology. If you are working with vendors who won't integrate, it's time to move. They're inhibiting your growth. You wouldn't put up with that in any other aspect of your life. You shouldn't put up with it in your corporate technology." -  Adrian Johnstone[21:19] - "Don't turn yourself into a technology business. Great wealth management firms aren't technology companies. Don't get yourself into the trap where you are buying one of these base platforms, whether Microsoft or Salesforce, then all of a sudden you're hiring developers and having to make that investment to make exactly as you want it. " - Adrian JohnstoneLinks  Adrian Johnstone on LinkedIn Practifi Salesforce Orion Advisor Solutions Addepar Tableau Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Marketing is all about connecting with your audience in a way that resonates with them. One of the best ways to do this is by being authentic and vulnerable. People can see through a false persona. They do not want to see or hear perfect marketing, they want to see and hear real people. How can businesses leverage these qualities to connect with their customers in a meaningful way?In today’s episode, Jack talks with Megan Carpenter, CEO and Co-Founder of FiComm Partners, named to InvestmentNews' 2020 40 Under 40 List, and a sought-after speaker at a wide range of financial services industry events.Under Megan's leadership, FiComm is today a multi-million-dollar business that partners with its wealth management clients to differentiate their businesses and firms through telling meaningful stories. With more than 15 years of financial services experience, she is one of the drivers behind the industry's conversation around modernizing advisor communications. Megan is recognized for her exceptional accomplishments, leadership, and contributions within the financial services industry.Megan talks with Jack about how FiComm helps clients grow their businesses, why authenticity, vulnerability, and humanity are important in marketing, and how the concept of “New Skool” challenges the traditional ways of doing things in the finance world.Key Takeaways [03:02] - How Megan juggles motherhood and business ownership. [05:01] - The role FiComm plays in helping clients grow their businesses. [07:53] - What New Skool means to FiComm. [10:55] - How authenticity is manifested in marketing. [14:10] - What authenticity means to consumers. [18:10] - How “impact” outranks “reach” in marketing. [19:40] - How FiComm and its clients have grown tremendously over time. [23:55] - What makes a good marketing playbook. [25:26] - Megan's three takeaways. [26:51] - Some interesting things about Megan. Quotes[08:09] - "The best way to have marketing success is to create really authentic content that resonates with the people that you want it to resonate with. So New Skool is about bringing vulnerability and authenticity to an otherwise very old school industry." - Megan Carpenter[16:15] - "I think there are a lot of marketing professionals in our space that want to make (content) feel more complicated. I think marketing is very intuitive and isn't really that difficult when you just break it down." - Megan Carpenter[18:48] - "I could care less if a thousand of the wrong people are watching a video that I produced. I'd much rather have one of the right person. It's about reach versus impact. It's about being in conversation with people instead of just broadcasting information. It's about developing relationships instead of t trying to demonstrate credibility." - Megan CarpenterLinks  Megan Carpenter on LinkedIn FiComm Partners AmpliFi | FiComm Brené Brown Glennon Doyle Capital Group Koko Archibong Private Client Services | Capital Group The First Nationa Bank in Sioux Falls Common Cents on the Prairie Adam Cox Orion Advisor Solutions The New Skool Podcast Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook