• About
    • Our Team
    • Press
  • Who We Serve
    • Enterprise Wealth
    • Fintech Vendors
    • Private Equity
  • Blog/Podcast
    • Blog
    • Podcast
    • Videos
    • Newsletters
    • Winners of Wealthtech
    • Conference Summaries
    • On-Demand Webinars
Menu
  • About
    • Our Team
    • Press
  • Who We Serve
    • Enterprise Wealth
    • Fintech Vendors
    • Private Equity
  • Blog/Podcast
    • Blog
    • Podcast
    • Videos
    • Newsletters
    • Winners of Wealthtech
    • Conference Summaries
    • On-Demand Webinars
Linkedin-in Twitter Youtube
Contact Us

Author: Jean Sullivan

7 Tips for Selling Software to Broker-Dealers

September 28, 2020September 29, 2020 Jean Sullivan  Industry Analysis

EXECUTIVE SUMMARY How embedded is your competitor’s product in the broker-dealer’s infrastructure structure?  How does your pricing align with your value proposition?  Have you built up a base of advisors who use your product? These are just a few of the questions that we ask our wealthtech clients as part of our Sales Enhancement & […]

Like this:

Like Loading...

Search

About Me

<Download Hi-Res Photo>

The Wealth Tech Today blog is published by Craig Iskowitz, founder and CEO of Ezra Group, a boutique consulting firm that caters to banks, broker-dealers, RIA’s, asset managers and the leading vendors in the surrounding #fintech space. He can be reached at craig@ezragroupllc.com

Blog Links

  • Podcasts
  • Conference Summaries  
  • Winners of Wealthtech 

Subscribe to our Newsletter via Email

Top 5 Posts

  • Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar
    Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar
  • 4 Top Financial Planning Software Apps for Advisors
    4 Top Financial Planning Software Apps for Advisors
  • 47 Portfolio Management Systems Can't All Survive
    47 Portfolio Management Systems Can't All Survive
  • Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark
    Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark
  • How to Find The Business Intelligence Sweet Spot for Advisors
    How to Find The Business Intelligence Sweet Spot for Advisors

@CraigIskowitz

My Tweets
Privacy & Cookies: This site uses cookies. By continuing to use this website, you agree to their use.
To find out more, including how to control cookies, see here: Cookie Policy

Categories

  • Advisor Compensation (2)
  • Alternative Investments (1)
  • Annuities (2)
  • Artificial Intelligence (15)
  • Asset Management (37)
  • Banking (8)
  • Broker-Dealers (7)
  • Client Experience (5)
  • Conference Summaries (150)
  • CRM (13)
  • Cryptocurrency (13)
  • Custodians (16)
  • Cybersecurity (1)
  • Data Strategy (24)
  • Document Management (2)
  • Family Office (2)
  • Financial Planning (39)
  • Industry Analysis (60)
  • InsurTech (1)
  • Interviews (29)
  • Managed Accounts (7)
  • Marketing (6)
  • Mobile (5)
  • News (33)
  • Opinion (2)
  • Podcasts (154)
  • Portfolio Management (57)
  • Practice Management (5)
  • Proposal Generation (1)
  • RegTech (3)
  • Retirement (6)
  • RIA Aggregators (2)
  • Risk Management (8)
  • Robo-Advisors (15)
  • Software Review (13)
  • TAMPs (9)
  • Technology (79)
  • Webinars (14)
  • Winners of Wealthtech (14)

Tag Cloud

Acorns AdvisorEngine Advisors Betterment BlackDiamond BlackRock Charles Schwab eMoneyAdvisor Envestnet ETFs Fidelity Financial Advisors Fiserv FolioDynamix FRA Jemstep LPL Financial Managed Accounts Merrill Lynch MMI MoneyGuide Pro Morgan Stanley Morningstar Oranj Orion Advisor Services Orion Advisor Tech Pershing Personal Capital Rebalancing Redtail RIA's Riskalyze Robinhood Robo-Advisors Salesforce SigFig SMA T3 Tamarac TD Ameritrade UMA Vanguard Vestmark Wealthfront Yodlee

Archives

Get the Latest in Wealth Tech News and Analysis

Enter your email to get Wealth Tech Today, our weekly newsletter filled
with the latest on fintech solutions delivered to your inbox.

Who We Serve

  • Enterprise Wealth
  • Fintech Vendors
  • Private Equity
  • Case Studies

WealthTech Today

  • Blog
  • Podcast
  • Videos
  • Newsletter
  • Winners of Wealthtech
  • Conference Summaries

SUPPORT

  • Contact Us
  • FAQ's
  • Privacy Policy
  • Terms and Condition

CONTACT INFORMATION

  • 2230 Route 70 W, STE 2
    Cherry Hill, NJ 08002
  • info@ezragroupllc.com
@ 2022 Ezra Group LLC. All Rights Reserved
%d bloggers like this: