Jack Sharry is EVP and Chief Growth Officer at LifeYield, co-chair of the Money Management Institute Digital Advice Community, a member of the Next ChapterExecutive Leadership Advisory Board, and co-chair of Next Chapter Leadership in Action. He also hosts the WealthTech on Deck podcast, is the author of the book Authentic and Ethical Persuasion and contributes regularly to multiple industry publications.
Listen to this insightful RIA episode with Jack Sharry about cultivating business.
Here is what to expect on this week’s show:
- How it’s important that advisors move beyond single products and focus on a coordinated and holistic strategy.
- Why it can be challenging bringing together AI and ChatGPT into a comprehensive ecosystem for improved outcomes.
- How it will take a while for AI to have an impact on the financial advisory industry.
- Why it’s vital to quantify the benefits of financial services in terms of dollars and cents.
- How having a podcast is a great way to generate more business and become an authority in your field.
Connect with Jack:
Links Mentioned:
https://www.lifeyield.com/
Twitter
@lifeyield
Instagram
Facebook
https://www.facebook.com/LifeYieldCompanyPage
LinkedIn
linkedin.com/companylifeyield-llc
linkedin.com/company/the-money-management-institute
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