Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech

Come on in and sit back relax, you’re listening to Episode 162 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. Our topic this month is leaders in integration I […]

Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt

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 personal expense, Kristen Schmidt and I had a discussion about the ramifications of this deal for customers, partners and competitors.  We also covered messaging from Redtail, current CRM market share, […]

Behavioral Alpha: How Advisors Can Lead Clients to Positive Action

behavioral psychology

“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 year that has seen protests for equality, diversity and inclusion, many financial advisors have become more aware that they need to avoid making assumptions about clients based on factors like […]

Envestnet Advisor Summit 2015 Quick Twitter Recap – Day 2

envestnet advisor summit 2015

Another jammed-packed day of advisor information at the Envestnet Advisor Summit 2015 from a very sunny Chicago.  It was 80 degrees outside yesterday, but for the 1,600 advisors attendees here, it was cool and comfortable as they soaked up the tips, instructions and best practices for Envestnet’s ever-growing suite of products and services. Take a […]