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. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish

“We really think for the next generation of clients and advisors, crypto is going to be like any other asset class. You have to have a solution for it. It has to be part of the financial plan in a way that today, it would sound absurd to us, if an advisor said that I […]

Ep. 107: August News Roundup

Come on in, sit back, relax and enjoy episode 107 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild

financial advisor technology

“We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end pipes and plumbing, but I’ve observed that it is actually an area where there has been precious little innovation, and perhaps not as much investment in bringing forward the best […]