WEALTHTECH TODAY
BLOGS & PODCASTS
WealthTech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.
Ep. 186: Cutting to the Chase Using Targeted Prospecting with Reese Harper, Elements
Come on in and sit back relax, you’re listening to Episode 186 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is Reese Harper, CEO of Elements, a provider of advice engagement software. Reese started his career as a financial advisor at Northwest Mutual. Then he launched his own advisory practice called Dentist Advisors, which was an RIA that worked with, you guessed it, dentists, which is kind of funny
Articles
Podcast
Newsletter
Winners of Wealthtech
Conference Summaries
Articles
The Latest Articles On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
May by the Numbers: An Update on the Ezra Group WealthTech Integration Score
Elana Iskowitz May 18, 2023
Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update where we share application adds/deletes and category changes that may affect the ranking of wealthtech
The Advisor’s Almanac: A Growth Guide for Advice Practices
Elana Iskowitz May 15, 2023
There are no gardening mistakes, only experiments. — Janet Kilburn Philips New digital solutions have harbored a financial advice boom, flooding the market with previously
Onboarding Elephants: Fintech Strategies for Tier 1 Clients
Elana Iskowitz May 8, 2023
Congratulations, signing a tier 1 enterprise client (an elephant) is huge! You should all spend some time high-fiving one another and sharing a glass of
Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle
Craig Iskowitz May 19, 2023
Come on in and sit back relax, you’re listening to Episode 185 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
May by the Numbers: An Update on the Ezra Group WealthTech Integration Score
Elana Iskowitz May 18, 2023
Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update where we share application adds/deletes and category changes that may affect the ranking of wealthtech
The Advisor’s Almanac: A Growth Guide for Advice Practices
Elana Iskowitz May 15, 2023
There are no gardening mistakes, only experiments. — Janet Kilburn Philips New digital solutions have harbored a financial advice boom, flooding the market with previously
Podcast
The Latest Podcasts On Wealth Tech
Ep. 186: Cutting to the Chase Using Targeted Prospecting with Reese Harper, Elements
Craig Iskowitz May 25, 2023
Come on in and sit back relax, you’re listening to Episode 186 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle
Craig Iskowitz May 19, 2023
Come on in and sit back relax, you’re listening to Episode 185 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep 184: May WealthTech News
Elana Iskowitz May 15, 2023
Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle
Craig Iskowitz May 19, 2023
Come on in and sit back relax, you’re listening to Episode 185 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep 184: May WealthTech News
Elana Iskowitz May 15, 2023
Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild
Craig Iskowitz April 25, 2023
Come on in and sit back relax, you’re listening to Episode 183 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Newsletter
The Latest Newsletter On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Winners of Wealthtech
The Latest Winners of Wealthtech On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
End of Summer Reading List from the Winners Of Wealthtech
Emma Iskowitz September 2, 2019
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
Craig Iskowitz September 2, 2019
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
Craig Iskowitz July 26, 2019
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
End of Summer Reading List from the Winners Of Wealthtech
Emma Iskowitz September 2, 2019
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
Craig Iskowitz September 2, 2019
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
Craig Iskowitz July 26, 2019
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
Conference Summaries
The Latest Conference Summaries On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Cooking Up a Storm: How The Right Data Ingredients Lead to Next Best Actions for Your Advisors
Elana Iskowitz December 14, 2022
A wealth management firm’s data assets can be the missing ingredient that helps them to reach their business goals. The most well-run companies have been
Can You Control The Rings of Financial Empowerment?
Elana Iskowitz October 17, 2022
“Twas in the darkest depths of Mordor, I met a girl so fair. But Gollum, and the evil one crept up and slipped away with
How BI Can Help Tailor Your Business Results
Craig Iskowitz September 9, 2022
“Bad data is the fruitcake nobody wants to eat.” — Steve Molis, Salesforce Admin MVP How much revenue does your firm lose every year due
Cooking Up a Storm: How The Right Data Ingredients Lead to Next Best Actions for Your Advisors
Elana Iskowitz December 14, 2022
A wealth management firm’s data assets can be the missing ingredient that helps them to reach their business goals. The most well-run companies have been
Can You Control The Rings of Financial Empowerment?
Elana Iskowitz October 17, 2022
“Twas in the darkest depths of Mordor, I met a girl so fair. But Gollum, and the evil one crept up and slipped away with
How BI Can Help Tailor Your Business Results
Craig Iskowitz September 9, 2022
“Bad data is the fruitcake nobody wants to eat.” — Steve Molis, Salesforce Admin MVP How much revenue does your firm lose every year due
Ep. 186: Cutting to the Chase Using Targeted Prospecting with Reese Harper, Elements
Come on in and sit back relax, you’re listening to Episode 186 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle
Come on in and sit back relax, you’re listening to Episode 185 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep 184: May WealthTech News
Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Podcast
Listen To Wealthtech Today
Wealth Tech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.
View Our On Demand Webinars
The Last Mile: Data
Powered Wealth
Management CX
Our collection of webinars feature industry leaders and professionals from several top Data and Wealth Management firms. Our panelists review the latest methods and strategies firms are using to improve and influence the #wealthtech and wealth management communities. Powered by Ezra Group, these webinars cover a breadth of topics including technology, operations, and strategy for wealth management professionals. Ezra Group brings more than 15 years of experience to its work with broker-dealers, banks, asset managers, and technology vendors.
