Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder
Come on in and sit back and relax. You’re listening to Episode 207 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 I’m excited to announce […]
Making Friends with the Media: Tips for Advisor-Reporter Relationships
“If you form a strategy without research, your brand will barely float. And at the speed industries move today, brands sink fast. — Ryan Holmes, marketing coach Only 28% of RIAs report having a marketing plan, leaving most of the industry flying blind — wasting money and missing out on new prospects. To learn how […]
October WealthTech Integration Score Update
Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group. This month, five new products were added to the map. Each one was evaluated by our research […]
Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth
Come on in and sit back and relax. You’re listening to Episode 206 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 James Bogart, CEO […]
Fundrise and Allocate: Redefining Venture Capital for Advisors
VC For Dummies Are alternative investments really ‘alternative’ any more? When asked about their future intentions, 44% of advisors said they plan to maintain or increase their allocations to alternatives in the coming year– and that figure jumps to 58% for RIAs with over $500 million in assets. Previously unusual asset classes are now being […]
Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf
Come on in and sit back and relax. You’re listening to Episode 205 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 John Prendergast, […]
Ep. 204: October WealthTech News
Come on in and sit back and relax. You’re listening to Episode 204 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 about Wealth Management Technology. Welcome to our October monthly news review. I […]
