WealthTech on Deck

By: LifeYield
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  • Summary

  • 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.
    Copyright LifeYield, LLC
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Economics Management Management & Leadership Marketing Marketing & Sales Personal Finance
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Episodes
  • Strategies for Sustainable Business Growth with Randy Lambert

    Strategies for Sustainable Business Growth with Randy Lambert
    Apr 22 2025
    In this episode, Jack Sharry talks with Randy Lambert, EVP and Head of RIA Solutions at Intention.ly. Randy shares how his experience scaling Orion informs his work helping FinTech and RIA firms streamline operations, align marketing, and enhance client engagement. He highlights the importance of eliminating silos, implementing intelligent automation, and transforming operations from a cost center to a strategic growth engine. In this episode: (00:00) - Intro (01:39) - Randy’s journey at Orion (07:10) - The transition to Intention.ly (11:54) - Integrating marketing, sales, and operations (14:41) - Growing and scaling RIAs (18:43) - Bridging the gap between the marketing and operations (19:57) - Building a customer success model (22:40) - Randy's final thoughts (24:02) - Randy's interests outside of work Quotes "One of the weakest links in the technology chain is the advisor using the technology." ~ Randy Lambert "The better that an advisory team is able to systematize its operations, the better chance they have of being successful in scaling up." ~ Randy Lambert "When a firm's data is clean, structured, and fully integrated, technology stops being a barrier. It starts to become an enabler." ~ Randy Lambert Links Randy Lambert on LinkedIn Intention.ly Orion Advisor Solutions Eric Clarke Kelly Waltrich Tina Powell Joe Steuter Doug Fritz Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook
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    29 mins
  • Delivering Alpha in Private Markets with Ryan VanGorder

    Delivering Alpha in Private Markets with Ryan VanGorder
    Apr 15 2025
    In this episode, Jack Sharry talks with Ryan VanGorder, CEO at Opto Investments, about revolutionizing private markets for wealth managers. Ryan highlights how Opto’s technology simplifies complex private market strategies, helping advisors deliver tailored, scalable solutions to their clients. They discuss the shift from institutional to retail access in private investments and the importance of guided intelligence, customization, and automation. Ryan also shares his passion for adventure racing, drawing parallels between endurance sports and business, emphasizing discipline, adaptability, and teamwork as core values shaping Opto’s culture and approach to client success. In this episode: (00:00) - Intro (01:18) - Exploring Opto’s mission and purpose (02:09) - Ryan's career journey and the founding of Opto Investments (06:33) - Building a business in the retail marketplace (11:14) - Transitioning from institutional to retail private markets (13:32) - Opto's approach to full portfolio analysis (17:35) - Future trends and innovations shaping private markets (18:48) - Ryan's key takeaways (20:13) - Ryan's passion for adventure racing and interests outside of work Quotes "At Opto, we're engineering the future of private markets with a focus on client outcomes and driving capital to the best ideas." ~ Ryan VanGorder "Opto is built and backed by operators who understand the potential in the private markets, not by AUM-focused mega funds or product pushers." ~ Ryan VanGorder "The winners in our space, particularly our market, will heavily invest in technology-based solutions and solving for transparency, scale efficiency, and flexibility. And you're going to do all that while delivering on your client's demands." ~ Ryan VanGorder Links Ryan VanGorder on LinkedIn Opto Investments BlackRock Joe Lonsdale Addepar Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook
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    25 mins
  • The Rise of Alternative Investments with Ryan Eisenman

    The Rise of Alternative Investments with Ryan Eisenman
    Apr 8 2025
    This week, Jack Sharry is joined by Ryan Eisenman, Co-Founder and CEO of Arch—a platform built to streamline and standardize private investment operations. With a strong background in private markets, Ryan shares how Arch is leveraging technology to make alternative investing more secure, efficient, and accessible. Ryan breaks down the key trends fueling mainstream adoption and explains how Arch is helping family offices, RIAs, and institutional investors overcome the operational hurdles that come with managing alts. He also shares his perspective on where the market is headed—and how platforms like Arch are unlocking access to a broader range of investors In this episode: (00:00) - Intro (02:13) – What Arch does and who it serves (03:29) – Ryan’s journey: from Wall Street to startup founder (05:29) – Why alternative investments are booming (11:10) – The story behind Arch’s growth (12:26) – What’s fueling Arch’s momentum (17:42) – Building with feedback: how Arch develops its product (19:22) – What’s next for Arch and the alts market (23:20) - Ryan's interests outside of work Quotes "We want to unlock the ability to make, manage, and track alternative investments without the pain people are used to when they do make those investments." ~ Ryan Eisenman "To work at Arch, you have to love clients and love learning. We want to be doing this for decades, and the way you do this for decades is you invest in customers because customers can be the best advocates for you." ~ Ryan Eisenman "We're continuing to build the operations management automation tools that help people scale their alts businesses. And we're doing it increasingly in partnership with larger firms to support their offerings." ~ Ryan Eisenman Links Ryan Eisenman on LinkedIn Arch Fidelity Investments Goldman Sachs Morgan Stanley Charles Schwab Carta Stripes SpaceX Blackstone KKR Sequoia Capital SEI iCapital Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook
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    26 mins
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