How to Build an RIA Tech Stack That Gets Results
Craig Iskowitz October 29, 2021
There’s no right or wrong way to build a tech stack. What matters is whether it helps your business grow or not. We’ve worked with
Conference Summaries
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3 Tips for Advisors to Choose the Right Technology
Craig Iskowitz September 20, 2021
“We are stuck with technology when what we really want is just stuff that works.” ― Douglas Adams, The Salmon of Doubt Advisors are flooded
Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology
Craig Iskowitz April 15, 2021
“If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits.
#ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift
Craig Iskowitz December 17, 2020
“The old man rubbed his hands: ‘Ah! A meta-subject! Using language to discuss language, there’s nothing better. I adore that’.” ― Laurent Binet, The Seventh
Behavioral Alpha: How Advisors Can Lead Clients to Positive Action
Craig Iskowitz November 23, 2020
“It is an acknowledged fact that we perceive errors in the work of others more readily than in our own.” ― Leonardo da Vinci In a
#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference
Craig Iskowitz March 11, 2020
“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the
#ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference
Craig Iskowitz February 27, 2020
“There is a universal currency that we all pay, and it is time, and we are granted X amount. We have no idea how much
The Jedi Masters of Client Experience
Craig Iskowitz January 21, 2020
In our industry, enterprise tools are archaic and hard to use, so the bar is set very low. There’s tons of opportunities for new entrants
