Month: January 2024
Shaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)

Shaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)

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What are the forces shaping the wealth management technology narrative? Allow us to introduce Shannon Rosic, an exceptionally talented marketing specialist with expertise in video production, podcasting, social media, and event planning. She does it all!

Hosts Elena Krasnow and Jimmy Moock engage in an insightful interview exploring the dynamic world of wealthtech with Shannon, the Director of WealthStack Content and Solutions at Informa Connect. Her extensive experience and expertise positions her as a key influencer at the intersection of technology and wealth management. 

Picture a wealthtech journey filled with creativity and innovation. Shannon’s story sparks the desire to explore this space from a fresh perspective. 

This episode takes you through Shannon’s:

  • career journey and role in marketing and wealth management
  • experience in event planning and public relations in the financial industry
  • unique approach to various responsibilities in her hybrid role
  • insights on successful event planning and the importance of networking and content
  • belief in the importance of a strong partnership with PR agencies and aligning with the company culture
  • view on having a clear strategy and plan in public relations
  • passions outside of work, including barrel racing and caring for her horses
  • and much more!

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Connect with Shannon Rosic:

About our Guest: 

Shannon Rosic is an exceptionally talented and motivated marketing specialist with over nine years of proven experience in crafting impactful B2B digital content campaigns. She is a versatile professional who brings extensive skills in video production, podcasting, project management, social media, and event planning to the table.

Her multifaceted expertise and commitment to excellence make Shannon a dynamic contributor to any team or project, demonstrating a proven track record of delivering results in the ever-evolving landscape of marketing and communications.

Beyond the professional arena, Shannon’s passion extends to barrel racing at local rodeos, finding solace in the great outdoors while hiking with her two dogs, and embracing the thrill of skiing.

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The Art of Listening: A Masterclass with Jack Sharry (Ep. 10)

The Art of Listening: A Masterclass with Jack Sharry (Ep. 10)

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Listening, and we mean really listening, can transform anyone’s career. Today, Jack Sharry spills the secrets on the many ways this skill can elevate your professional journey.

In this episode, Elena Krasnow and Jimmy Moock dive deep into Jack’s financial expertise, passion for listening, and his multifaceted role as EVP and Chief Growth Officer at LifeYield. From podcast host to columnist and author, Jack’s story unravels the powerful blend of storytelling, media, and business strategy.

Buckle up as they explore the vital role of understanding audiences in unlocking transformative impacts for businesses. Join the conversation and discover how Jack’s journey from annuity wholesaler to senior leadership offers key lessons for fostering relationships in the financial sector. 

Don’t miss out on this episode that’s set to reshape your business outlook!

Jack discusses: 

  • His career in the financial industry
  • The importance of listening and storytelling in business
  • Listening to understand, not just to respond
  • His expertise and passion for connecting with others
  • Synergies between different forms of media and how he gets his ideas in front of key audiences
  • And more

Resources:

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Connect with Jack Sharry:

About our Guest: 

Jack Sharry is executive vice president 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, including optimizing Social Security benefits.

Throughout his career, he has held senior leadership roles at firms such as Morgan Stanley, Putnam, and Virtus. He actively contributes to various industry boards and publications and is involved in multiple organizations. His advocacy focuses on three key areas: combining wealth management with workplace benefits to expand access to financial advice; championing household-level financial planning and wealth management for improved investor outcomes; and promoting individual retirement security through tax-efficient decumulation strategies, social security optimization, and the effective use of annuities.

Jack hosts the popular industry podcast WealthTech on Deck attracting over 15,000 listeners and 35,000 downloads. He writes for Financial Advisor Magazine and InvestmentNews; he also authored the book Authentic and Ethical Persuasion: Achieving What’s Important in Life Through Committed Listening and Compelling Stories.

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