Jess Liberi's guest appearances

Jess Liberi

Wharton FinTech Podcast

The Wealth@Work Show

WealthTech on Deck

Aaron Schumm

Sallie Krawcheck

David Klein

Andrew Yang

Rob Petrozzo

Ben Miller

Andy Rachleff

Jason Brown

Andreessen Horowitz

Michael Tannenbaum

Brandon Krieg

David Griffin

Henrique Dubugras

Ed O'Brien

Matt Daniels

OwlTail

Michael Liersch

The choices people make about their financial future are some of the most important decisions in their lives. Knowledge and experience affect decision-making, but so do emotional and cognitive biases. How can people overcome their biases and achieve their financial objectives?In today’s episode, Jack talks with Jess Liberi, Head of Product at eMoney Advisor, and Michael Liersch, Head of Advice &amp; Planning at Wells Fargo. As the Head of Advice &amp; Planning at Wells Fargo, Michael is responsible for the delivery of all comprehensive planning services and sales strategies for clients of Wells Fargo Private Bank and Abbot Downing.In her role as Head of Product, Jess brings eMoney Advisor’s product vision and strategy to life. She focuses on the evolution and development of eMoney’s robust portfolio of products, creating a powerful user experience across the platform. Working closely with financial advisors and advisory firms, Jess immerses herself in their world to fully understand their needs. Jack talks with Jess and Michael about how the partnership between eMoney and Wells Fargo can deliver huge value to clients, why having a deeper human connection can help advisors understand what clients are trying to achieve, and what the next best step is to put financial advice into action.Key Takeaways [01:03] - Jess's role at eMoney and Michael's role at Wells Fargo. [02:22] - How eMoney fits into Wells Fargo’s comprehensive plan. [06:30] - The role of eMoney in the wealth system. [10:41] - How understanding the behavioral aspects of human beings is crucial to setting financial goals. [16:47] - How advisors can contribute to having a sense of financial peace of mind. [18:54] - Why human perspective plays a major role in financial planning. [24:19] - The challenge of getting people to realize their financial future. Quotes[06:48] - "What has been really unique from the beginning is how closely aligned our two organizations are on our views of the value of planning and the criticality of access to planning to more and more people." - Jess Liberi[18:54] - "I think the first thing that we all need to acknowledge is that to understand the human being, you need to understand their identity and their past because that's idiosyncratic to each human being. That's not a common answer and the question means something different to everybody." - Michael Liersch[24:22] - "It's oftentimes difficult for people to truly comprehend the small changes that they can make today with substantial impact to their financial future tomorrow. So to the extent that we can help bridge that gap and kind of draw that line and connect today and actions that they take today, to the future, and the possibilities of the future, we've got work to do there, but making headway." - Jess LiberiLinks  Jessica Liberi on LinkedIn Michael Liersch on LinkedIn E-Money Wells Fargo Plaid Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook 

The choices people make about their financial future are some of the most important decisions in their lives. Knowledge and experience affect decision-making, but so do emotional and cognitive biases. How can people overcome their biases and achieve their financial objectives?In today’s episode, Jack talks with Jess Liberi, Head of Product at eMoney Advisor, and Michael Liersch, Head of Advice &amp; Planning at Wells Fargo. As the Head of Advice &amp; Planning at Wells Fargo, Michael is responsible for the delivery of all comprehensive planning services and sales strategies for clients of Wells Fargo Private Bank and Abbot Downing.In her role as Head of Product, Jess brings eMoney Advisor’s product vision and strategy to life. She focuses on the evolution and development of eMoney’s robust portfolio of products, creating a powerful user experience across the platform. Working closely with financial advisors and advisory firms, Jess immerses herself in their world to fully understand their needs. Jack talks with Jess and Michael about how the partnership between eMoney and Wells Fargo can deliver huge value to clients, why having a deeper human connection can help advisors understand what clients are trying to achieve, and what the next best step is to put financial advice into action. Key Takeaways<ul> <li>[01:03] - Jess's role at eMoney and Michael's role at Wells Fargo.</li> <li>[02:22] - How eMoney fits into Wells Fargo’s comprehensive plan.</li> <li>[06:30] - The role of eMoney in the wealth system.</li> <li>[10:41] - How understanding the behavioral aspects of human beings is crucial to setting financial goals.</li> <li>[16:47] - How advisors can contribute to having a sense of financial peace of mind.</li> <li>[18:54] - Why human perspective plays a major role in financial planning.</li> <li>[24:19] - The challenge of getting people to realize their financial future.</li> </ul> Quotes[06:48] - "What has been really unique from the beginning is how closely aligned our two organizations are on our views of the value of planning and the criticality of access to planning to more and more people." - <a href="https://www.linkedin.com/in/jessica-liberi-8b19b35/" rel="nofollow" target="_blank">Jess Liberi</a>[18:54] - "I think the first thing that we all need to acknowledge is that to understand the human being, you need to understand their identity and their past because that's idiosyncratic to each human being. That's not a common answer and the question means something different to everybody." - <a href="https://www.linkedin.com/in/michael-liersch-1882382/" rel="nofollow" target="_blank">Michael Liersch</a>[24:22] - "It's oftentimes difficult for people to truly comprehend the small changes that they can make today with substantial impact to their financial future tomorrow. So to the extent that we can help bridge that gap and kind of draw that line and connect today and actions that they take today, to the future, and the possibilities of the future, we've got work to do there, but making headway." - <a href="https://www.linkedin.com/in/jessica-liberi-8b19b35/" rel="nofollow" target="_blank">Jess Liberi</a> Links <ul> <li><a href="https://www.linkedin.com/in/jessica-liberi-8b19b35/" rel="nofollow" target="_blank">Jessica Liberi on LinkedIn</a></li> <li><a href="https://www.linkedin.com/in/michael-liersch-1882382/" rel="nofollow" target="_blank">Michael Liersch on LinkedIn</a></li> <li><a href="https://emoneyadvisor.com/" rel="nofollow" target="_blank">E-Money</a></li> <li><a href="https://www.wellsfargo.com/" rel="nofollow" target="_blank">Wells Fargo</a></li> <li><a href="https://plaid.com/" rel="nofollow" target="_blank">Plaid</a></li> </ul> Connect with our hosts<ul> <li><a href="https://www.lifeyield.com/" rel="nofollow" target="_blank">LifeYield</a></li> <li><a href="https://www.linkedin.com/in/jacksharry/" rel="nofollow" target="_blank">Jack Sharry on LinkedIn</a></li> <li><a href="https://twitter.com/jacksharry52?lang=en" rel="nofollow" target="_blank">Jack Sharry on Twitter</a></li> </ul> Subscribe and stay in touch<ul> <li><a href="https://podcasts.apple.com/us/podcast/wealthtech-on-deck/id1555575323" rel="nofollow" target="_blank">Apple Podcasts</a></li> <li><a href="https://open.spotify.com/show/198HVtNggnMf5FWo6GnHuS" rel="nofollow" target="_blank">Spotify</a></li> <li><a href="https://www.linkedin.com/company/lifeyield-llc/" rel="nofollow" target="_blank">LinkedIn</a></li> <li><a href="https://twitter.com/lifeyield" rel="nofollow" target="_blank">Twitter</a></li> <li><a href="https://www.facebook.com/LifeYieldCompanyPage/" rel="nofollow" target="_blank">Facebook</a></li> </ul>

The Influence of Human Behavior on Financial Planning with Jess Liberi and Michael Liersch

Robo-advisors have been red hot for the past several years. What does that mean for the future of the financial advisor? Jess Liberi, Head of Product at eMoney Advisor discusses how the pandemic has changed client expectations, what type of advice they are seeking, and how those changes integrate into the discussion of holistic financial wellness. How does Gen X and Gen Y look at retirement differently, and what do they expect from a relationship with an advisor? Millennials make up the largest percentage of the workforce. How do they differ from Gen X and Y? Why has eMoney made the decision to focus on the employer sponsored plan marketplace? How does holistic wellness encompass physical and mental health, and how can advisors feel comfortable with those conversations? Learn more about the launch of Incentive, eMoney’s exciting new financial planning and wellness mobile app.ResourceseMoney

Robo-advisors have been red hot for the past several years. What does that mean for the future of the financial advisor? <a href="https://www.linkedin.com/in/jessica-liberi-8b19b35/" rel="nofollow" target="_blank">Jess Liberi</a>, Head of Product at <a href="https://emoneyadvisor.com/" rel="nofollow" target="_blank">eMoney Advisor</a> discusses how the pandemic has changed client expectations, what type of advice they are seeking, and how those changes integrate into the discussion of holistic financial wellness. How does Gen X and Gen Y look at retirement differently, and what do they expect from a relationship with an advisor? Millennials make up the largest percentage of the workforce. How do they differ from Gen X and Y? Why has eMoney made the decision to focus on the employer sponsored plan marketplace? How does holistic wellness encompass physical and mental health, and how can advisors feel comfortable with those conversations? Learn more about the launch of Incentive, eMoney’s exciting new financial planning and wellness mobile app. Resources<ul><li><a href="https://emoneyadvisor.com/" rel="nofollow" target="_blank">eMoney</a></li></ul>

Interview with Jess Liberi

On today’s episode, Ryan Zauk is joined by Jess Liberi, Head of Product for eMoney, a Fidelity-owned company.eMoney is a company most people aren’t familiar with, but many have been affected by. eMoney is a software company that empowers financial advisors with the tools to create robust financial plans, set savings, investing, and spending goals, conduct cash flow analysis, and much more. eMoney is used by over 70,000 financial professionals across a wide variety of practices in the US, reaching the financial future of ~5 million US households.It’s been trendy over the last decade to claim that financial advisors are becoming obsolete, have archaic fee models, etc. But Jess and Ryan dive into how advisors have adapted to new consumer demands both from the product and fee side, and the importance of a planning-centric advisor. During the COVID crisis, advisors were as important as ever, helping people stay the course during rough times. They also cover eMoney's product, the advisor trends Jess spotted during COVID, their new "Project Incentive," how advisors have been (and will continue to) adapt, and much more.Highlights below:7:50 - A brief look at the evolution of the financial advisor9:01 - eMoney's "competitive advantage" and what differentiates them10:05 - Some incredible initiatives eMoney has taken on to help 2,000+ students get externships and push advising toward planning-centricity12:41  - What behavior changes, or lack thereof, they saw during COVID18:45  -  What's keeping advisors up at night, how they need to adapt products and fee structure, and surprising statistics about the engagement of people over the age of 6022:50  -  eMoney's "Project Incentive"For more insights and analysis from FinTech leaders, follow us below:Medium: medium.com/wharton-fintechWFT Twitter: twitter.com/whartonfintechRyan's Twitter: twitter.com/RyanZaukLinkedIn: www.linkedin.com/company/wharton-fintech-club/Facebook: https://www.facebook.com/whartonfintech/Instagram: https://www.instagram.com/whartonfintech/

On today’s episode, Ryan Zauk is joined by Jess Liberi, Head of Product for eMoney, a Fidelity-owned company. eMoney is a company most people aren’t familiar with, but many have been affected by. eMoney is a software company that empowers financial advisors with the tools to create robust financial plans, set savings, investing, and spending goals, conduct cash flow analysis, and much more. eMoney is used by over 70,000 financial professionals across a wide variety of practices in the US, reaching the financial future of ~5 million US households. It’s been trendy over the last decade to claim that financial advisors are becoming obsolete, have archaic fee models, etc. But Jess and Ryan dive into how advisors have adapted to new consumer demands both from the product and fee side, and the importance of a planning-centric advisor. During the COVID crisis, advisors were as important as ever, helping people stay the course during rough times. They also cover eMoney's product, the advisor trends Jess spotted during COVID, their new "Project Incentive," how advisors have been (and will continue to) adapt, and much more. Highlights below: 7:50 - A brief look at the evolution of the financial advisor 9:01 - eMoney's "competitive advantage" and what differentiates them 10:05 - Some incredible initiatives eMoney has taken on to help 2,000+ students get externships and push advising toward planning-centricity 12:41  - What behavior changes, or lack thereof, they saw during COVID 18:45  -  What's keeping advisors up at night, how they need to adapt products and fee structure, and surprising statistics about the engagement of people over the age of 60 22:50  -  eMoney's "Project Incentive" For more insights and analysis from FinTech leaders, follow us below: Medium: <a href="http://medium.com/wharton-fintech" rel="nofollow" target="_blank">medium.com/wharton-fintech</a> WFT Twitter: <a href="http://twitter.com/whartonfintech" rel="nofollow" target="_blank">twitter.com/whartonfintech</a> Ryan's Twitter: <a href="http://twitter.com/RyanZauk" rel="nofollow" target="_blank">twitter.com/RyanZauk</a> LinkedIn: <a href="http://www.linkedin.com/company/wharton-fintech-club/" rel="nofollow" target="_blank">www.linkedin.com/company/wharton-fintech-club/</a> Facebook: <a href="https://www.facebook.com/whartonfintech/" rel="nofollow" target="_blank">https://www.facebook.com/whartonfintech/</a> Instagram: <a href="https://www.instagram.com/whartonfintech/" rel="nofollow" target="_blank">https://www.instagram.com/whartonfintech/</a>

The Future of Financial Advice with Jess Liberi, Head of Product at eMoney