Jack has been an “influencer” long before Instagram and TikTok.
He is in daily contact with innovators, leaders, and disruptors who share his passion for combining human and digital advice so consumers achieve financial independence, advisors become more productive, and firms thrive.
Jack is EVP and Chief Growth Officer at LifeYield, a technology company with comprehensive solutions that implement and coordinate tax–efficient investing and tax–smart retirement income planning across multiple accounts, including optimizing Social Security benefits.
Jack hosts one of the industry’s most popular podcasts, WealthTech on Deck, attracting over 16,000 listeners and 40,000 downloads. He writes for Advisorpedia, Financial Advisor and InvestmentNews, and is author of the book Authentic and Ethical Persuasion.