Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference
Craig Iskowitz May 23, 2022
Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder
Conference Summaries
Wealth Management Today is published by Ezra Group, a management consulting firm. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis. Check back every week for new content and sign up here to get the latest in your inbox.
4 Questions Advisors Should Ask About Digital Client Experience
Craig Iskowitz May 15, 2022
“Most RIAs surveyed believe that a digital experience is core to their competitive advantage, but only 30-40% are working on one.” — Rich Cancro,
4 Benefits of a 360-Degree Client View
Craig Iskowitz May 9, 2022
“Without data you’re just another person with an opinion.” –- W. Edwards Deming, Statistician, Professor, Author, Lecturer, and Consultant According to a recent report on
Speaking Their Language: Integrating Insurance Data Into Wealth Management Systems
Craig Iskowitz April 5, 2022
“The world is one big data problem.” – Andrew McAfee, co-director of the MIT Initiative According to a survey by research firm Gartner, “poor data
How Private Banks Can Avoid Shiny Object Syndrome in Their Tech Stack
Craig Iskowitz November 8, 2021
Being distracted is no way to run a business. And when you jump on every industry trends, you waste time chasing rather than getting things
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
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.
