CEO Game Changers | Closing Remarks

Presented by

Jack Sharry, Jasmine Jirele, Jenny Johnson and Steve Gresham

About this talk

3:35 PM EDT | CEO Game Changers Jack Sharry, Executive Vice President, LifeYield, LLC; Jasmine Jirele, Chief Growth Officer/Incoming President and CEO, Allianz Life Financial Services, LLC and Jenny Johnson, President / Chief Executive Officer, Franklin Templeton Record numbers of people are retiring daily, blurring the lines among wealth and asset management, annuities and insurance, and retirement plans. Technology promises to put financial advisors and firms in a position to take advantage of this convergence to benefit their clients, but only if technology is deployed with foresight and purpose, simplicity, and ease. Listen to these two visionary leaders who are changing the game by advancing holistic, tech-powered financial advice. Hear how they create vision and lead their teams to innovate, build, invest, and deploy new products, advanced financial advice technology and platforms, and set the pace for 21st century distribution strategies. 4:25 PM EDT | Closing Remarks Steve Gresham, CEO, The Execution Project

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Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. Its articles focus on strategies and management advice for advisors of affluent clients. Its targeted readership includes financial planners, investment advisors, and broker-dealers.