Keep It Simple, Score Everything, and Other Lessons From LifeYield with Mark Hoffma‪n‬‬‬

In this episode, Jack Sharry talks with Chairman and CEO of LifeYield Mark Hoffman. In addition to leading the company, Mark is responsible for pulling resources and customers together to construct Unified Managed Households.

Early in Mark’s career, a colleague’s father broached the idea of combining household assets to achieve client goals, particularly as advisors help clients prepare for retirement. Fast forward more than 30 years later, and that concept has taken shape at LifeYield.

In the years that led Mark to LifeYield and his success building money-saving technology, he’s learned a few things about helping large firms achieve complex goals, the importance of quantifying benefit, and developing a software system that sticks.

Jack and Mark discuss where the financial industry is headed next, how to provide optimal client value, and the three biggest lessons Mark has learned building LifeYield from the ground up.

Make tax efficiency your firm’s competitive advantage

Scoring provides optimal value when trying to achieve a Unified Managed Household for clients.

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