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Stop Waiting for Your Turn to Talk with Jack Sharry, SEI LifeYield
Manage episode 477801807 series 3650463
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Are you listening to understand, or just listening to respond?
In this episode of Don't Do That, Kelly Waltrich is joined by Jack Sharry, who shares his journey from LifeYield to Managing Director at SEI following their December acquisition. Jack discusses his excitement about building the industry's first full Unified Managed Household (UMH) platform, reveals the philosophy behind his book on authentic and ethical persuasion, and explains why truly listening is one of the most powerful skills anyone can develop.
Kelly and Jack discuss:
01:20 Jack's journey from corporate life to entrepreneurship with LifeYield
03:25 The December 2024 acquisition of LifeYield by SEI
05:41 Jack's passion for teaching and making a difference beyond business
10:52 The power of UMH (Unified Managed Household) to improve financial outcomes by a third
13:18 Jack's personal experience with financial planning and what matters most
14:23 What made the SEI acquisition work well - a thoughtful, disciplined approach
18:26 Jack's "Don't Do That" - stop waiting for your turn to talk and start truly listening
19:21 The "Trust Triangle" concept: authenticity, empathy, and narrative
26:04 The challenge of slowing down to focus in a busy world
31:19 Jack's four-point approach to meaningful conversations: location, vocation, relation, and recreation
32:16 How Jack learned to listen better - a homework assignment that changed his approach
Resources
Connect with Kelly Waltrich:
Connect with Jack Sharry
About Our Guest:
In Jack’s distinguished financial services career, he has been a fierce advocate for innovations in product development, technology, marketing and financial advice to lift clients' interests and retirement security and enable advisors and firms to maximize organic growth.
Jack hosts a highly popular B2B podcast, WealthTech on Deck, where he explores the confluence of digital and human advice with industry leaders. He writes frequently for Financial Advisor magazine on industry trends. And his book, “Authentic and Ethical Pers
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