#ItzOnWealthTech Ep. 80: Best of 2020 – Part 2
Welcome to our annual best of the year edition of the Wealth Management Today podcast. I’m your host, Craig Iskowitz, and I run a consulting company called Ezra Group. We are experts in everything related to wealthtech, and this is where I usually give our standard marketing pitch, but instead I’m going to sneak in […]
Why Don’t Advisors Have Tools to Provide Holistic Advice?
“It’s not what you look at that matters, it’s what you see.” — Henry David Thoreau According to a recent survey by Certified Financial Planner Board of Standards, Inc., 91% of consumers expect that the advice they receive from a financial advisor will take into account their total financial situation. Yet, many advisors are still myopically focused […]