Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1
Craig Iskowitz December 30, 2022
Come on in, sit back and relax. You’re listening to episode 171 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
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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.
Ep. 165: November News Roundup
Craig Iskowitz November 5, 2022
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
How I Built My RIA Tech Stack, with Derek Notman
Derek Notman October 26, 2022
Craig’s Note: To run a 100% remote RIA sounded ludicrous back in 2013 when Derek Notman decided to take his entire practice virtual. But in
Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors
Craig Iskowitz June 9, 2022
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.
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,
Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360
Craig Iskowitz April 29, 2022
Come on in, sit back and relax, you’re listening to episode 140 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt
Craig Iskowitz April 20, 2022
This is a bonus episode that we recorded after the news dropped today about Orion Advisor buying Redtail Technology. With no preparation and at great
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.
