Elephant Hunting: Fintech Sales Strategies for Tier 1 Prospects

Craig’s Note: Every wealthtech firm dreams of landing their first big client to put them on the map.  But most struggle with the sales process due to the sheer size of enterprise clients, their bureaucracy, politics, and long decision-making time.  Our guest author is Linda Wittich, who has 20+ years of experience selling, supporting, and […]

Unlocking Advisor Insights Using Predictive Analytics

Every day we create billions of gigabytes of data, just by making decisions. We publish content on social media, complete intake forms at the doctor’s office and invest money based on news or a conversation with a friend. Those actions generate information about us—tiny clues about who we are and how we think—which is then […]

Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit

Come on in and sit back relax, you’re listening to Episode 167 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.   Much of this technology is designed to support […]

Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken

Come on in and sit back relax, you’re listening to Episode 166 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. This episode is part of our ongoing series called […]

Ep. 165: November News Roundup

Come on in, sit back and relax and listen to episode 165 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 around wealth. Management Technology. This episode is our news roundup, where I go through […]

Ep. 163: Innovation Through Integration with Pete Clemson, Advisor Group

Come on in and sit back relax, you’re listening to Episode 163 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. Before we get into the interview, if you are […]