This week, Jack Sharry talks with Arthur Worthington, Managing Director of Strategic Business Development & Integration at SEI. With more than a decade of experience working directly with financial advisors, Arthur brings a rare blend of investment, technology, operations, and distribution expertise. In his current role, he leads the integration of major acquisitions—including LifeYield and Stratos—focused on helping wealth management firms scale, improve after-tax outcomes, and move from account-level to household-level implementation.

Jack and Arthur examine why organic growth remains elusive for most wealth management firms—even amid the largest wealth transfer in history. Arthur explains how household-level investing, asset location, and tax-aware withdrawals can unlock meaningful after-tax value for clients while driving retention, consolidation, and enterprise growth for firms. They explore the rising complexity of advice, the shrinking supply of advisors, and why scalable infrastructure—not just AI—will define the next generation of successful advisory businesses.

In this episode:

(00:00) - Intro
(02:03) - Arthur's role at SEI and building the platform of the future
(03:22) - Why organic growth is so hard for most advisory firms
(08:28) – The rising complexity of advice and what the future demands
(10:33) – Turning tax management into a true competitive advantage
(13:34) – How tax-smart investing can dramatically increase retirement income
(15:48) – Using asset location to drive consolidation and organic growth
(17:31) – Creating billions in enterprise value through smarter withdrawals
(22:58) – Scaling advisory businesses without forcing a one-size-fits-all model
(26:18) - Arthur's key takeaways
(28:11) - Arthur's interests outside of work

Quotes

"Today, firms create and build technology infrastructure and then integrate those pieces one-to-one. The future is creating a unified data structure where organic agentic workflows that dynamically move data create real scale." ~ Arthur Worthington

"Investing in the future is about creating outcomes at three different levels: how do we create a better experience for the investor with a better after-tax return, how do we create more scaled solutions, and how can we create more enterprise value." ~ Arthur Worthington

"Financial planning is a huge part of the industry. Leaning into tax management as a differentiator is a durable way to differentiate their service in the market." ~ Arthur Worthington

Links

Connect with our hosts

Subscribe and stay in touch