Where wealthtech becomes operating reality.
The gist
WealthTech on Deck is a weekly wealth management technology show hosted by Jack Sherry. Conversations focus on practical change inside advisory firms, from AI-native workflows and unified managed households to annuities, tax optimization, organic growth, and high-net-worth service models.
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About WealthTech on Deck
WealthTech on Deck follows the financial advice industry through the lens of technology, workflow, and firm strategy. Jack Sherry hosts conversations with executives and operators working across wealth management, insurance, retirement, fintech, and advisory platforms. The show is less interested in novelty for its own sake than in whether a new model actually gets adopted. That gives the episodes a practical center. AI comes up often, but usually as infrastructure: onboarding, household data, service teams, task execution, meeting transcripts, portfolio systems, and next-best actions. Unified managed households are another recurring thread. Guests connect household-level views to tax planning, alternatives, annuities, advice delivery, and more coordinated client service. The discussion of annuities, for example, turns on how fee-based versions can be screened, billed, and used inside an advisor practice with less friction. High-net-worth coverage gets similar treatment, with attention to specialists, tax services, estate planning, external partners, and the physical and operational design of client support. The show also spends time on organic growth, succession, culture, and the difficulty of modernizing established firms without losing what already works. Its guests include founders, firm leaders, strategists, and people building new business ventures. The language is fluent in the wealth management trade. It assumes listeners understand advisors, clients, platforms, products, and the pressure to scale advice. At the same time, Sherry often asks guests to translate big claims into client-facing or advisor-facing terms. That keeps the episodes from becoming pure boardroom shorthand. The result is a steady, executive-level briefing on how wealthtech moves from theme to operating reality. It suits listeners who want industry pattern recognition more than basic personal finance education. It is polished, cordial, and specific. The emphasis is always on improving outcomes through better systems, better data, and better coordination between people and technology.
Made for: Built for financial advisors, wealth management executives, fintech operators, and industry strategists tracking how advice firms are changing. It assumes comfort with advisory platforms, products, growth strategy, and client service models.
What sets it apart: The show connects big wealthtech themes to concrete operating details: workflows, specialists, tax systems, household data, fee-based products, and advisor adoption. Its strength is the bridge between executive trend talk and how firms actually execute.
In their own words
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
As heard by us
Based on 6 episodes we listened to · September 2026
Jack Sherry turns wealth-management technology into practical questions about adoption, integration, advisor workflows and household-level financial advice.
WealthTech on Deck follows the machinery behind modern financial advice: the platforms, products and workflows that determine what advisors can actually deliver.
Why you'd press play
This is the show that lets you survive unified managed households without pretending you already speak fluent acronym.
Press play if you want
- executives pressed on how AI changes onboarding and ongoing client service
- a practical test for whether new advisor technology is genuinely easy to adopt
Talks about
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Episodes
- 1
Integrating Fee-Based Annuities into Household Wealth Management with David Lau
Hidden gemDavid Lau says fee-based annuities are about 80% cheaper than commission products, and DPL has digitized more than 3,000 products, 10,000 riders, and hundreds of thousands of price points.
Apr 14, 2026·29m·2 clips - 2
How AI-Native Platforms Transform Advisor Workflows with Bassam Chaptini and Rabih Ramadi
Hidden gemCo-founders of Avantos discuss how their AI-native operating system transforms financial advisor workflows by unifying client onboarding, service, and product management.
Apr 7, 2026·26m·1 clip - 3
How Edward Jones Scales Advice for High-Net-Worth Clients with Tom Lewandowski
Tom Lewandowski discusses Edward Jones' Generations program for ultra-high-net-worth clients and his role as high net worth segment leader.
Mar 31, 2026·24m·1 clip - 4
Adoption Over Hype: What Actually Drives Growth in Wealth Management with Scott Smith
Jack Sherry interviews Scott Smith about the key trends driving growth in wealth management, including organic growth, tax optimization, alternatives, AI, and unified managed households.
Mar 24, 2026·24m·1 clip - 5
Modernizing Legacy Wealth Firms with John Yackel
John Yackel discusses modernizing legacy wealth management firms, sharing his career journey and insights on innovation at Janney Montgomery Scott.
Mar 17, 2026·25m - 6
Architecting the Future of Financial Advice with Amy Young
Hidden gemAmy Young says WealthTech on Deck is really about how "advice architects" can pair AI with trusted data, not just add chat interfaces.
Mar 10, 2026·30m·2 clips - 7
2025’s Biggest WealthTech Shifts with Jack Sharry
Hidden gemWealthTech on Deck's 2025 recap with Jack Sherry and Matt Nolman centers on five themes: household-level tax-optimized advice, AI as an amplifier, organic growth, alternatives, and human-centered advice.
Mar 3, 2026·33m·2 clips - 8
Designing the Next Wave of Technology-Driven Businesses with Sneha Shah
Hidden gemWealthTech on Deck with Jack Sherry features Sneha Shah, SEI’s Executive Vice President and Head of New Business Ventures, on how SEI Next turns employee ideas into AI and tokenization pilots.
Feb 24, 2026·25m·1 clip - 9
The Great Convergence in Wealth Management with Garrett Beam
Hidden gemJack Sherry and Garrett Beam frame WealthTech on Deck around "the great convergence" in wealth management, with Garrett describing Cetera Financial Group's multi-community and multi-custody model.
Feb 17, 2026·32m·2 clips - 10
Key Findings from the 2025 MMI Investment Advisory Pulse Survey with Tim Kresl and Ashley Wood
Feb 10, 2026·35m - 11
Why the Future of Financial Advice Is Human-Led and AI-Enabled with Michael Liersch
Feb 3, 2026·40m - 12
Five Trends Reshaping the Future of Wealth Management with Chip Roame
Jan 20, 2026·31m - 13
Why Tax-Smart Infrastructure Is the Future of Wealth Management with Arthur Worthington
Jan 13, 2026·31m - 14
Building the Bridge to a Better Retirement with David Goldman
Dec 9, 2025·27m - 15
Empowering Advisors: Technology and Financial Psychology in Action with Morgan Bell
Dec 2, 2025·26m - 16
Enabling Advisors to Serve Aging Clients and Multigenerational Families with Suzanne Schmitt
Nov 18, 2025·28m - 17
From Wirehouse to Independence: Developing Complete Wealth Managers with John Amore
Nov 11, 2025·23m - 18
The Digital Advantage: Enhancing Client Engagement and Advisor Independence with Ritik Malhotra
Nov 4, 2025·25m - 19
Turning Conversations into Compliance-Ready Records with Parker Ence
Oct 28, 2025·21m - 20
From Spreadsheets to Smart Revenue Management with Pete Hess
Oct 21, 2025·27m - 21
The TurboTax for Financial Planning with Stephen Chen
Oct 14, 2025·28m - 22
Turning AI Pilots into Enterprise Wins with Rob Pettman
Oct 7, 2025·28m - 23
The Road to UMH: Why Tax Optimization Is the New Battleground with J. Womack
Sep 30, 2025·38m - 24
Why Tax Optimization Is the New Alpha in Wealth Management with Scott Smith
Sep 23, 2025·31m - 25
The Hidden Costs of Caregiving—and How Advisors Can Help with Ken Dychtwald and Ken Cella
Sep 16, 2025·37m - 26
Curated Crowdsourcing: Rebuilding Trust in the World of Private Investing with Teddy Gold
Sep 9, 2025·27m - 27
Using AI and Blockchain to Build Custom FinTech Solutions with John Sweeney
Sep 2, 2025·33m - 28
From Scarcity to Scale: Jamie Hopkins on Building a Better Financial Future
Aug 26, 2025·30m - 29
Merging Vision with Scale: How SEI Is Reshaping WealthTech from the Inside Out with Perry Moutzouros & Mathew Dellorso
Aug 19, 2025·32m - 30
The Alt Evolution: How Private Markets Are Reshaping Wealth Management with Tony Davidow
Aug 12, 2025·29m - 31
The Shopify of Investing: How Apex Is Rebuilding Wealth Infrastructure with Connor Coughlin
Aug 5, 2025·25m - 32
The $6 Trillion Strategy: How Morgan Stanley Is Reshaping Wealth Management with Jed Finn
Jul 29, 2025·24m - 33
How AI Helps Advisors Build Trust with Alicia Rich
Jul 22, 2025·32m - 34
The Five Drivers of Future-Ready Wealth Management Firms with Jeffrey Levi and Rafael Couto
Jul 15, 2025·38m - 35
Modernizing the Client and Advisor Experience with Colleen Bell
Jul 8, 2025·29m - 36
From Broker-Dealer to Boutique RIA: Why Summit Wealth Made the Leap with Randy Morris
Jun 24, 2025·23m - 37
Advancing Women in Finance with Kellan Brown
Jun 17, 2025·29m - 38
The Growth Potential of Bank Trusts and Private Banks with Allie Carey
Jun 10, 2025·29m - 39
Wealth as a Service: The Future of Wealth Management with Justin Singer
May 27, 2025·27m - 40
Alternative Investments: Trends, Challenges, and Opportunities with Neil Bathon
May 13, 2025·24m - 41
AI-Powered Meeting Management for Financial Advisors with Arnulf Hsu
May 6, 2025·27m - 42
Building a Full-Service Wealth Management Platform with Mike Capelle
Jack Sherry interviews Mike Capelle about his experience building United Capital and his new venture Modern Wealth Management, discussing the evolution of wealth management from investment-focused to planning-focused.
Apr 29, 2025·25m - 43
Strategies for Sustainable Business Growth with Randy Lambert
Jack Sherry interviews Randy Lambert about his career at Orion and his new venture Intentionally, focusing on strategies for sustainable business growth in wealth management.
Apr 22, 2025·29m - 44
Delivering Alpha in Private Markets with Ryan VanGorder
Apr 15, 2025·25m - 45
The Rise of Alternative Investments with Ryan Eisenman
Apr 8, 2025·26m - 46
Creating Purpose-Driven Leaders with Brooke Elliott
Apr 1, 2025·31m - 47
Redefining Career and Purpose with Steven Miyao
Mar 25, 2025·29m - 48
How Edward Jones is Redefining Financial Planning with Russ Tipper
Jack Sherry interviews Russ Tipper, Edward Jones General Partner for products, about the firm's product organization and its role in redefining financial planning.
Mar 18, 2025·30m - 49
Wealth as a Service: A New Era in Financial Strategy with Doug Fritz
Jack Sherry interviews Doug Fritz about the concept of wealth as a service and the evolving role of technology in wealth management.
Mar 11, 2025·34m - 50
The Convergence of Workplace and Wealth with Matthew Gray
Jack Sherry interviews Matthew Gray about the convergence of workplace and wealth, focusing on Allianz Life's entry into defined contribution plans and guaranteed income solutions.
Mar 4, 2025·22m