Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth
Come on in and sit back and relax. You’re listening to Episode 210 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is the man, the […]
Ep. 204: October WealthTech News
Come on in and sit back and relax. You’re listening to Episode 204 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 about Wealth Management Technology. Welcome to our October monthly news review. I […]
Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Amit Dogra, President […]
Heavy Lifting: Leveraging AI to Drive Actionable Insights in Wealth Management
Working out isn’t just for us humans trying to get the perfect beach bod — the robots are hitting the gym, too. And if you know how AI training and machine learning works, you can ensure your firm is getting the most out of its technology. Ezra Group hosted the ‘From Data to Dollars’ webinar, […]
Ep. 195: July WealthTech News
Come on in, sit back and relax. You’re listening to episode 195 of The WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. But before we get started with the news, I have […]
Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management
Come on in and sit back relax, you’re listening to Episode 191 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. This episode is part of our series on RIA […]
The Advisor’s Almanac: A Growth Guide for Advice Practices
There are no gardening mistakes, only experiments. — Janet Kilburn Philips New digital solutions have harbored a financial advice boom, flooding the market with previously untapped investors. Financial advice clients are at an all time high of over 64 million, but that doesn’t make growth for every RIA a given. Expanding an advice practice in […]
Ep 184: May WealthTech News
Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech 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. And this is our main news roundup, and there’s […]
