This week, Jud talks with LifeYield’s Jack Sharry (Chief Growth Officer), and Matt Nollman (VP of Marketing) about how their innovative software is revolutionizing the asset management industry. Jack and Matt discuss LifeYield’s unique approach to optimizing tax strategies and financial outcomes, improving household-level portfolios by up to 45 percent in estate planning. They share insights on how they’ve created a new financial category, the importance of thought leadership, and the challenges of breaking into a complex, highly regulated industry. From building a digital presence to the evolution of wealth management, Jack and Matt share timeless insights into financial innovation and the power of digital transformation.

In this episode:

(00:00) - Intro
(01:23) - LifeYield's origin and unique approach
(04:47) - Marketing strategies and challenges
(09:38) - Creating a new category
(11:08) - Unified Managed Household (UMH)
(19:16) - Building a community through content
(27:28) - The role of storytelling in wealthtech
(29:30) - Challenges in enterprise sales
(31:54) - The power of client testimonials
(39:19) - Advice for new wealthtech companies
(39:51) - The importance of listening
(42:57) - How podcasting has changed LifeYield’s marketing strategy

Get full show notes and links at https://risingtidepod.com.

Watch the episode on YouTube: https://youtube.com/@turncast.