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 […]
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 Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest today is Matt Middleton, co founder and […]
May by the Numbers: An Update on the Ezra Group WealthTech Integration Score
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 products. If you are a vendor and have questions about why your score changed, or what’s happening in your category, please refer to the list of resources at the bottom […]
The Advisor’s Almanac: A Growth Guide for Advice Practices
There are no gardening mistakes, only experiments. — Janet Kilburn Philips New digital solutions have harbored a financial advice boom, flooding the market with previously untapped investors. Financial advice clients are at an all time high of over 64 million, but that doesn’t make growth for every RIA a given. Expanding an advice practice in […]
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 Group Consulting, and this podcast features, interviews, news and analysis on the trends and best practices all around wealth management technology. And this is our main news roundup, and there’s […]
Onboarding Elephants: Fintech Strategies for Tier 1 Clients
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 champagne. But don’t celebrate too long; the hard work is just beginning. Welcome to Elephant Onboarding – a guide for fintech CEO’s to successfully launch top tier financial institutions. As […]
April by the Numbers: An Update on the Ezra Group WealthTech Integration Score
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 products. If you are a vendor and have questions about why your score changed, or what’s happening in your category, please refer to the list of resources at the bottom […]
