Episodes

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Thomas Buckingham
Nassau Financial Group

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John Wernz
Great Hill Partners

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Craig Iskowitz
Ezra Group

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Neal Ringquist
Retirement Clearinghouse

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Rich Romano
FIDx

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Denise Wypiszenski
4U

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Lena Haas
Edward Jones

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Len Reinhart and Jim Seuffert

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David Hegarty
Playbook

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Steve Zuschin
Mammoth Technology

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Chip Roame
Tiburon Strategic Advisors

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Brian McDonald
Morgan Stanley

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Yaqub Ahmed
Franklin Templeton

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Matt Belnap
Cerulli Associates

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John Thiel, John Connors, and Rich Aneser

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Brian Moran
FLX Networks

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David Lau
DPL Financial Partners

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Douglas Fritz
F2 Strategy

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Mike Saunders
Marketing Huddle

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Vinay Nair
TIFIN

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WealthTech on Deck

About this Podcast

WealthTech on Deck is a LifeYield podcast about the future of wealth management and the major role technology plays in it.

About LifeYield

LifeYield technology improves after-tax returns by minimizing investment taxes and maximizing retirement income. Major financial institutions leverage LifeYield to improve financial outcomes and increase advisor productivity through multi-account portfolio management. Learn more at lifeyield.com.