Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth
Come on in and sit back and relax. You’re listening to Episode 210 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 the man, the […]
Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors
Come on in and sit back and relax. You’re listening to Episode 209 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 Rick Kent, founder […]
Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP
Come on in and sit back and relax. You’re listening to Episode 208 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 Richard Thoeny, Head […]
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 […]
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 […]
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. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig
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 Mike Sha, CEO […]
