Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla

Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is one of the […]

Webinar Success Unveiled: Key Lessons for a Panel, Promotion, and Follow-Up

Webinars have become an essential tool for businesses and professionals to connect with their audience in a virtual landscape. When executed effectively, webinars can be powerful platforms for knowledge-sharing and relationship-building.  In this blog post, we will delve into the key lessons learned on running a successful webinar, covering assembling a good panel, preparation sessions, […]