WealthTech Today

<p>The post <a href="https://wealthtechtoday.com/2023/06/11/ep-188-parham-nasseri-investorcom/">Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 188 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. My guest for this episode is Parham Nasseri from […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/06/11/ep-188-parham-nasseri-investorcom/">Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/06/05/ep-187-why-were-still-struggling-to-reach-full-digitization-with-jim-crowley-pershing/">Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 187 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. My guest for this episode is Jim Crowley, CEO […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/06/05/ep-187-why-were-still-struggling-to-reach-full-digitization-with-jim-crowley-pershing/">Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/05/19/ep-185-a-breakthrough-in-maximizing-conference-networking-with-matt-middleton-advisor-circle/">Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 185 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. My guest today is Matt Middleton, co founder and […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/05/19/ep-185-a-breakthrough-in-maximizing-conference-networking-with-matt-middleton-advisor-circle/">Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/05/15/may-wealthtech-news/">Ep 184: May WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>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 […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/05/15/may-wealthtech-news/">Ep 184: May WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/04/25/ep-183-supercharging-the-human-side-of-advice-with-julie-littlechild/">Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 183 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. My guest today is Julie Littlechild, Founder and CEO […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/04/25/ep-183-supercharging-the-human-side-of-advice-with-julie-littlechild/">Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/04/07/ep-182-a-hungry-and-humble-ria-with-brad-genser-farther/">Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 182 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. My guest today is Brad Genser, Founder and CTO […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/04/07/ep-182-a-hungry-and-humble-ria-with-brad-genser-farther/">Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/03/24/ep-181-march-wealthtech-news/">Ep. 181: March WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 181 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our March news roundup where we cover a curated selection of the most interesting news stories in wealth tech. This is our March news roundup. […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/03/24/ep-181-march-wealthtech-news/">Ep. 181: March WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/03/16/ep-180-building-100000-portfolios-via-apis-with-phil-taylor-finmason/">Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 180 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. My guest today is Phil Taylor, President and Chief […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/03/16/ep-180-building-100000-portfolios-via-apis-with-phil-taylor-finmason/">Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/03/09/ep-179-making-conscious-technology-decisions-with-doug-besso-hightower/">Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 179 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. Today we have an interview with Doug Besso, CTO […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/03/09/ep-179-making-conscious-technology-decisions-with-doug-besso-hightower/">Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/02/23/ep-178-lessons-learned-from-integrating-multiple-software-companies-with-nick-eatock-intelliflo/">Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 178 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. Before we get into the interview, if you are […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/02/23/ep-178-lessons-learned-from-integrating-multiple-software-companies-with-nick-eatock-intelliflo/">Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/02/17/ep-177-wealth-management-industry-predictions-for-2023-with-urs-bolt/">Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 177 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. Before we get into the interview, if you are […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/02/17/ep-177-wealth-management-industry-predictions-for-2023-with-urs-bolt/">Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/02/10/ep-176-what-wealthtech-firms-can-learn-from-global-markets-with-jonathan-georges-equisoft/">Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 176 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. Before we get into the interview, if you are […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/02/10/ep-176-what-wealthtech-firms-can-learn-from-global-markets-with-jonathan-georges-equisoft/">Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/02/06/ep-175-february-wealthtech-news/">Ep. 175: February Wealthtech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 175 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our December news roundup where we cover a curated selection of the most interesting news stories in wealth tech. Before we get into the […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/02/06/ep-175-february-wealthtech-news/">Ep. 175: February Wealthtech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/01/27/ep-174-pershing-x-goes-all-in-on-financial-planning-with-ainslie-simmonds/">Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 174 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 ongoing series focusing […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/01/27/ep-174-pershing-x-goes-all-in-on-financial-planning-with-ainslie-simmonds/">Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/01/12/ep-173-how-the-irs-can-help-advisors-onboard-new-clients-with-charles-almond-taxstatus-and-jeff-schwantz-morningstar/">Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 173 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. Before we get into the interview, if you are […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/01/12/ep-173-how-the-irs-can-help-advisors-onboard-new-clients-with-charles-almond-taxstatus-and-jeff-schwantz-morningstar/">Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2023/01/05/top-10-most-downloaded-episodes-of-2022-part-2/">Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to episode 172 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder of Ezra Group Consulting. The content of this podcast is designed to share thought-provoking industry analysis, best practices, in-depth discussions, and lively conversations all around wealth management technology. This is […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/01/05/top-10-most-downloaded-episodes-of-2022-part-2/">Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/12/30/top-10-most-downloaded-episodes-of-2022-part-1/">Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to episode 171 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder of Ezra Group Consulting. The content of this podcast is designed to share thought-provoking industry analysis, best practices, in-depth discussions, and lively conversations all around wealth management technology. This is […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/12/30/top-10-most-downloaded-episodes-of-2022-part-1/">Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/12/26/ep-170-december-wealthtech-news/">Ep 170: December WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 170 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our December news roundup where we cover a curated selection of the most interesting news stories in wealth tech. And this is the very last […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/12/26/ep-170-december-wealthtech-news/">Ep 170: December WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/12/08/ep-169-why-advice-engagement-is-the-most-important-category-with-adam-holt-asset-map/">Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 169 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. Before we get into the interview, if you are […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/12/08/ep-169-why-advice-engagement-is-the-most-important-category-with-adam-holt-asset-map/">Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/12/01/ep-168-trust-the-process-why-advisors-should-let-rebalancing-software-handle-client-portfolios-with-jerry-michael-smartleaf/">Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 168 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. Before we get into the interview, if you are […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/12/01/ep-168-trust-the-process-why-advisors-should-let-rebalancing-software-handle-client-portfolios-with-jerry-michael-smartleaf/">Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/11/18/ep-167-dimensional-launches-new-sma-platform-to-expand-advisor-toolkit/">Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 167 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. Much of this technology is designed to support […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/11/18/ep-167-dimensional-launches-new-sma-platform-to-expand-advisor-toolkit/">Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/11/11/ep-166-dont-wing-it-5-tips-for-the-enterprise-market-with-robert-sofia-snappy-kraken/">Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 166 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 ongoing series called […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/11/11/ep-166-dont-wing-it-5-tips-for-the-enterprise-market-with-robert-sofia-snappy-kraken/">Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/11/05/ep-165-november-news-roundup/">Ep. 165: November News Roundup</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax and listen to episode 165 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 around wealth. Management Technology. This episode is our news roundup, where I go through […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/11/05/ep-165-november-news-roundup/">Ep. 165: November News Roundup</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/10/31/ep-164-an-opportunity-to-influence-the-future-of-wealth-management-with-kabir-sethi-lpl-financial/">Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 164 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. Before we get into the interview, if you are […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/10/31/ep-164-an-opportunity-to-influence-the-future-of-wealth-management-with-kabir-sethi-lpl-financial/">Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/10/14/ep-162-one-size-shoe-doesnt-fit-every-integration-with-trent-mumma-orion-advisor-tech/">Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>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 […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/10/14/ep-162-one-size-shoe-doesnt-fit-every-integration-with-trent-mumma-orion-advisor-tech/">Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/10/07/ep-161-never-assume-you-know-the-market-with-ryan-george-docupace/">Ep. 161: Never Assume You Know the Market with Ryan George, Docupace</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 161 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 Navigating the Markets. We’re […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/10/07/ep-161-never-assume-you-know-the-market-with-ryan-george-docupace/">Ep. 161: Never Assume You Know the Market with Ryan George, Docupace</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/09/30/ep-160-september-news/">Ep. 160: September WealthTech News Roundup</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Topics Covered UBS and Wealthfront Mutually Agree to Terminate Merger Agreement Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products RIA […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/09/30/ep-160-september-news/">Ep. 160: September WealthTech News Roundup</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/09/22/ep-159-how-to-measure-client-meeting-quality-with-jim-callan-econiq/">Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 159 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 Advisor Experience. We’re talking […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/09/22/ep-159-how-to-measure-client-meeting-quality-with-jim-callan-econiq/">Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/09/16/ep-158-dont-bring-us-vaporware-with-john-rajes-lpl-financial/">Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in and sit back relax, you’re listening to Episode 158 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 buying and implementing enterprise […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/09/16/ep-158-dont-bring-us-vaporware-with-john-rajes-lpl-financial/">Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/09/08/ep-157-dont-go-broke-tips-for-keeping-tech-vendors-in-line-with-jason-albino-grovepoint-financial/">Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Companies Mentioned Docupace [11:00] Envestnet [30:30] FIS [19:00] Kestra Financial [01:38] Topics Mentioned How to Know It’s Time to Replace Major Software Applications? Evaluation Criteria for Software Vendor Selection Why You Need a Technology Governance Committee Gathering Advisor Feedback Tips for Vetting Software Vendors Upgrade Versus Replace Software Vendor Horror Stories Episode Transcript Come on […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/09/08/ep-157-dont-go-broke-tips-for-keeping-tech-vendors-in-line-with-jason-albino-grovepoint-financial/">Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/08/31/ep-156-august-wealthtech-news/">Ep. 156: August WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Companies Mentioned Advisor Stream [25:40] Apex Clearing [07:20] Betterment [08:00] Broadridge [25:40] Docupace [02:05] Envestnet [02:05] Fidelity [10:35] FMG [16:50] Hearsay Social [25:40] Hootsuite [20:10] HubSpot [18:50] Marketo [18:50] Morningstar […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/08/31/ep-156-august-wealthtech-news/">Ep. 156: August WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/08/30/ep-155-understanding-advisor-personas-makes-better-software-with-sean-brown-ycharts/">Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 155 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. This podcast features […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/08/30/ep-155-understanding-advisor-personas-makes-better-software-with-sean-brown-ycharts/">Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/08/11/ep-154-embracing-external-trends-in-the-tamp-space-with-daniel-needham-morningstar/">Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 154 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/08/11/ep-154-embracing-external-trends-in-the-tamp-space-with-daniel-needham-morningstar/">Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/08/04/ep-153-how-to-know-when-to-switch-technology-vendors-with-natalie-wolfson-assetmark/">Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 153 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/08/04/ep-153-how-to-know-when-to-switch-technology-vendors-with-natalie-wolfson-assetmark/">Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/07/28/ep-152-we-want-to-be-the-shopify-of-tamps-with-evan-rapoport-smartx/">Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 152 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/07/28/ep-152-we-want-to-be-the-shopify-of-tamps-with-evan-rapoport-smartx/">Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/07/25/ep-151-july-wealthtech-news/">Ep. 151: July WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Companies Mentioned Adelia Risk [29:45] Advisor360 [27:10] AdvisorCash [32:50] AdvisorGroup [22:05] AdvisorStream [9:45] American Century 24:40 Beacon Point [19:25] Bento Engine [06:40] Broadridge [09:45] Carson Group [17:50] Catchlight [12:00] Commonwealth Financial Network [27:30] Corvee [30:15] Creative Planning [19:25] DocuPace [22:00] Dropbox [10:47] Dynasty Financial [17:00] Echelon Partners [19:30] Envestnet [01:40] Fidelity [12:30] Financial Services Network […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/07/25/ep-151-july-wealthtech-news/">Ep. 151: July WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/07/14/ep-150-how-to-avoid-noise-in-esg-data-with-elena-philipova-refinitiv/">Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 150 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/07/14/ep-150-how-to-avoid-noise-in-esg-data-with-elena-philipova-refinitiv/">Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/07/07/ep-149-esg-data-is-only-valuable-when-people-can-trust-it-with-clarity-ai/">Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 149 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/07/07/ep-149-esg-data-is-only-valuable-when-people-can-trust-it-with-clarity-ai/">Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/06/24/ep-148-bringing-consensus-to-esg-data-with-ben-webster-owl-esg/">Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 148 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/06/24/ep-148-bringing-consensus-to-esg-data-with-ben-webster-owl-esg/">Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/06/21/ep-147-june-news-roundup/">Ep. 147: June News Roundup</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Companies Mentioned Adhesion Wealth [02:30] Asset-Map [29:30] AssetMark [02:30] Brinker [11:00] CogniCore [21:10] Envestnet [04:05] First Ascent [10:45] FPalpha [29:30] fpPathfinder [29:30] Lumiant [27:37] Morningstar [11:00] Orion [07:38] Pershing [13:12] Right Capital [31:15] Sawtooth [08:50] Schwab [10:15] SEI [11:00] SigFig [07:55] Simplicity Group [09:30] TD Ameritrade [10:15] TIFIN [26:17] Vestmark [02:40] Wealth Simple [26:50] Topics […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/06/21/ep-147-june-news-roundup/">Ep. 147: June News Roundup</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/06/09/ep-146-leveraging-artificial-intelligence-to-improve-prospecting-for-advisors/">Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/06/09/ep-146-leveraging-artificial-intelligence-to-improve-prospecting-for-advisors/">Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/06/01/ep-145-big-data-as-a-service-is-the-next-big-thing-in-artificial-intelligence/">Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/06/01/ep-145-big-data-as-a-service-is-the-next-big-thing-in-artificial-intelligence/">Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/05/26/ep-144-artificial-intelligence-powered-crm-with-brian-mclaughlin-redtail-technology/">Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology </a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 144 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/05/26/ep-144-artificial-intelligence-powered-crm-with-brian-mclaughlin-redtail-technology/">Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology </a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/05/23/ep-143-may-news-twenty-terrific-takeaways-from-the-t3-conference/">Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder of Ezra Group consulting. And our May News this month is all about the T3 conference, held May 2-4 outside of Dallas, Texas, a city that I love to visit, […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/05/23/ep-143-may-news-twenty-terrific-takeaways-from-the-t3-conference/">Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/05/13/ep-142-connecting-the-dots-by-acquiring-the-right-data-with-bill-crager/">Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax, you’re listening to episode 142 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 I was at the Envestnet Advisor Summit […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/05/13/ep-142-connecting-the-dots-by-acquiring-the-right-data-with-bill-crager/">Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/05/05/ep-141-the-anatomy-of-401k-trading-with-dave-goldman-pontera/">Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax, you’re listening to episode 141 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 theme for this month is startups, we have […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/05/05/ep-141-the-anatomy-of-401k-trading-with-dave-goldman-pontera/">Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/04/29/ep-140-automating-advisor-workflows-with-anand-sheth-pulse360/">Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax, you’re listening to episode 140 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 theme for this month is startups, we went […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/04/29/ep-140-automating-advisor-workflows-with-anand-sheth-pulse360/">Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/04/21/ep-139-the-connective-tissue-between-processes-and-technology-with-matt-reiner-benjamin/">Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax, you’re listening to episode 139 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 theme for this month is startups, we went […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/04/21/ep-139-the-connective-tissue-between-processes-and-technology-with-matt-reiner-benjamin/">Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/04/20/ep-138-orion-advisor-buys-redtail-technology-with-kristen-schmidt/">Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>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, […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/04/20/ep-138-orion-advisor-buys-redtail-technology-with-kristen-schmidt/">Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2022/04/14/ep-137-scalable-tax-planning-for-advisors-with-kevin-lozer-holistiplan/">Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax, you’re listening to episode 137 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 theme for this month is startups, we went […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/04/14/ep-137-scalable-tax-planning-for-advisors-with-kevin-lozer-holistiplan/">Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>