Ep. 211: November WealthTech News

Come on in and sit back and relax. You’re listening to Episode 211 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 November News Review. I’ve got […]

Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP

Come on in and sit back and relax. You’re listening to Episode 208 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 Richard Thoeny, Head […]

How I Built My RIA Tech Stack, with Derek Notman

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 a post-COVID world, it looks more like the move of a visionary who was willing to take a chance to provide a better work-life balance while still delivering outstanding service […]

How to Build an RIA Tech Stack That Gets Results

financial advisor technology

There’s no right or wrong way to build a tech stack. What matters is whether it helps your business grow or not.  We’ve worked with hundreds of wealth management firms and while there’s a lot of overlap, there’s still a lot of differences, especially around how each application is used, which part of the workflow […]

Ep. 114: October WealthTech News Roundup

Come on in, sit back, relax and enjoy episode 114 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. […]