WealthTech Today

<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>

<p>The post <a href="https://wealthtechtoday.com/2022/04/07/ep-136-april-wealthtech-news-roundup/">Ep. 136: April WealthTech 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, relax and enjoy episode 136 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/04/07/ep-136-april-wealthtech-news-roundup/">Ep. 136: April WealthTech 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/2022/04/01/ep-135-3-reasons-to-diversify-your-data-aggregation-providers-with-randy-lambert-orion-advisor-solutions/">Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions</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>“I’ll use a wealth management term, you want to diversify your portfolio, and so one of the things early on at Orion, we didn’t have a lot of options in terms of data aggregators, but over the years, we’ve learned to not put all of our eggs into one basket and to make sure that […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/04/01/ep-135-3-reasons-to-diversify-your-data-aggregation-providers-with-randy-lambert-orion-advisor-solutions/">Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions</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/2022/03/17/ep-134-the-anatomy-of-a-healthy-client-data-infrastructure-with-don-mchenry-byallaccounts/">Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts</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 data consumption model has changed over the years from primarily web based access to a lot more API’s and direct feeds. The processing of the data has evolved as well, whether it’s for performance reporting or direct to investor, as the needs of the user to view a net worth of their accounts. That’s […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/03/17/ep-134-the-anatomy-of-a-healthy-client-data-infrastructure-with-don-mchenry-byallaccounts/">Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts</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/2022/03/11/ep-133-march-wealthtech-news-roundup/">Ep. 133: March WealthTech 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, relax and enjoy episode 133 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/03/11/ep-133-march-wealthtech-news-roundup/">Ep. 133: March WealthTech 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/2022/03/03/ep-132-why-a-data-warehouse-strategy-is-table-stakes-with-randy-bullard-charles-river-development/">Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development</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> “When we have that kind of conversation, everybody agrees oh my gosh, if you can use that data then add value in tax management, that’s fantastic. And then the next question is, Okay, so where does that data live in your organization? And the eyes glaze and roll back. Most firms have not really thought […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/03/03/ep-132-why-a-data-warehouse-strategy-is-table-stakes-with-randy-bullard-charles-river-development/">Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development</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/2022/02/24/ep-131-the-tower-of-babel-webinar-recap-with-jeff-marsden-xtiva/">Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva</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 131 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/2022/02/24/ep-131-the-tower-of-babel-webinar-recap-with-jeff-marsden-xtiva/">Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva</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/2022/02/17/ep-130-the-perils-of-layering-multiple-data-source-with-rob-klapprodt-vestmark/">Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark</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>“Now, you and I both remember the cost basis legislation, that was a while ago. Since then, at least there is a source of good accurate cost basis information. But to this day, we see situations where firms have layered on a portfolio management or rebalancing or trading system on top of a core system […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/02/17/ep-130-the-perils-of-layering-multiple-data-source-with-rob-klapprodt-vestmark/">Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark</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/2022/02/15/ep-129-garbage-in-garbage-out-getting-your-client-data-in-good-order-with-john-mackowiak/">Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak</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>“I think when we look at recommendations, best practices, at the end of the day, these projects are garbage in, garbage out. You do want to do everything you can on the front end to make sure that your data is in good order, before providing it to a new provider for migration. Throw us […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/02/15/ep-129-garbage-in-garbage-out-getting-your-client-data-in-good-order-with-john-mackowiak/">Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak</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/2022/02/15/ep-128-february-wealthtech-news/">Ep. 128: 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, sit back, relax and enjoy episode 128 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/02/15/ep-128-february-wealthtech-news/">Ep. 128: 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/2022/01/27/ep-127-1-million-worth-of-platform-consolidation-advice-from-kevin-adams-edward-jones/">Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones</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>“I think back to when I entered this industry, myself, back in the late 90s, at Merrill Lynch, where we did build everything. And the reason we built everything is because there wasn’t large commercial vendors in this space. There wasn’t a lot of startups there wasn’t fintechs per se. So we had to build […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/01/27/ep-127-1-million-worth-of-platform-consolidation-advice-from-kevin-adams-edward-jones/">Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones</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/2022/01/20/ep-126-the-3-biggest-pain-points-of-platform-consolidation-with-molly-weiss-envestnet/">Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet</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>“I think that there’s an assumption that the acquiring platform that you then have to adapt everyone to, that that’s not always going to lead to the most successful consolidation or project. I think it is sometimes about thinking about it like a new platform. So let’s look at the processes holistically for something like […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/01/20/ep-126-the-3-biggest-pain-points-of-platform-consolidation-with-molly-weiss-envestnet/">Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet</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/2022/01/13/ep-125-the-holy-grail-of-platform-consolidation-with-anton-honikman-myvest/">Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest</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>“If you think about platform consolidation, maybe you think about platform consolidation in terms of the abstraction layer. So you can still keep the trust accounting platform and the agency platform intact and use the managed accounts program, unified technology as a means of spanning those. And that is hard again, but it does provide […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/01/13/ep-125-the-holy-grail-of-platform-consolidation-with-anton-honikman-myvest/">Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest</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/2022/01/06/ep-124-january-wealthtech-news-roundup/">Ep. 124: January WealthTech 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, relax and enjoy episode 124 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. […]</p> <p>The post <a href="https://wealthtechtoday.com/2022/01/06/ep-124-january-wealthtech-news-roundup/">Ep. 124: January WealthTech 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/2021/12/30/ep-123-best-of-wealthtech-today-2021-roundup/">Ep. 123: Best of WealthTech Today 2021 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>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. The WealthTech Today podcast features interviews, news, and analysis on the trends and best practices in wealth and technology for wealth management, asset management, and related areas. A quick shoutout […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/12/30/ep-123-best-of-wealthtech-today-2021-roundup/">Ep. 123: Best of WealthTech Today 2021 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/2021/12/23/ep-122-avoiding-a-compliance-overload-with-robert-mcgill-jaccomo-docupace/">Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/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>“We talk about avoiding adverse outcomes from regulatory scrutiny, and that’s important and that does cost money. But the other side of things is we have to help our clients build a process that is convincing, and that when FINRA looks in they have comfort and confidence that it’s being managed. So one of the […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/12/23/ep-122-avoiding-a-compliance-overload-with-robert-mcgill-jaccomo-docupace/">Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/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/2021/12/19/ep-121-building-a-better-mousetrap-to-manage-goals-with-franklin-templeton/">Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton</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>“We’ve got a platform that we built along with Bambu and Apex Clearing that’s called Tango that has full robo-advice capability. The difference between a traditional robo-advisor and Tango is that it’s built using the GOE algorithm. So you may be an RIA firm that wants to expand, but needs the technology to scale that […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/12/19/ep-121-building-a-better-mousetrap-to-manage-goals-with-franklin-templeton/">Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton</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/2021/12/13/ep-120-alternatives-the-final-frontier-of-investing-with-matt-brown-cais/">Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS</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>“It’s a very competitive world out there right now and alternative investments are stepping in and filling the gap in client portfolios. Advisors are disappointed with traditional long only approach to investing, that broken 60/40 model. It’s never been about lack of desire to have access to these types of funds and products. It’s always […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/12/13/ep-120-alternatives-the-final-frontier-of-investing-with-matt-brown-cais/">Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS</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/2021/12/07/ep-119-december-wealthtech-news-roundup/">Ep. 119: December 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>Come on in, sit back, relax and enjoy episode 119 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. […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/12/07/ep-119-december-wealthtech-news-roundup/">Ep. 119: December 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/2021/11/18/ep-118-crypto-as-lead-gen-for-advisors-with-maxwell-lane-flourish/">Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish</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>“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 […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/11/18/ep-118-crypto-as-lead-gen-for-advisors-with-maxwell-lane-flourish/">Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish</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/2021/11/12/ep-117-an-advisors-guide-to-nfts-with-lex-sokolin-consensys/">Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys</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>“I’ve got a maximalist view on this I’ve sort of self radicalized but it’s not just that advisors have to compete with now, banks and insurance companies and fintechs and Google for the distribution of financial products. And I think the opportunity for advisors there is money in motion is a sales trigger. And so […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/11/12/ep-117-an-advisors-guide-to-nfts-with-lex-sokolin-consensys/">Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys</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/2021/10/28/ep-116-digitizing-delivery-of-annuities-for-broker-dealers-with-rich-romano-fidx/">Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx</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>“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets, that are career insurance producers, and they all want a consistent framework to do that. So if you had two people sitting side by side and one of them was an asset manager, when they get to the next […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/10/28/ep-116-digitizing-delivery-of-annuities-for-broker-dealers-with-rich-romano-fidx/">Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx</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/2021/10/21/ep-115-advisors-hate-annuity-fees-with-david-stone-retireone/">Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne</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>“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against sequence of return risk. They love the idea of guaranteed income, but at some point they don’t want their clients paying the benefit-based fee, which is always increasing. And they […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/10/21/ep-115-advisors-hate-annuity-fees-with-david-stone-retireone/">Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne</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/2021/10/12/ep-114-october-wealthtech-news-roundup/">Ep. 114: October WealthTech 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, 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. […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/10/12/ep-114-october-wealthtech-news-roundup/">Ep. 114: October WealthTech 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/2021/09/30/ep-113-building-a-seamless-tech-stack-with-jeff-haines-thrivent-advisor-network/">Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network</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>“In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss the community that goes along with being part of a larger organization. And I know there’s been a lot of platforms over the years that have built and strengthened their […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/09/30/ep-113-building-a-seamless-tech-stack-with-jeff-haines-thrivent-advisor-network/">Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network</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/2021/09/23/ep-112-focusing-on-the-voice-of-the-client-with-julie-littlechild-absolute-engagement/">Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement</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>“Maybe it’s just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting challenge for advisors, how do I gather data from my clients that is in the moment and can support a deeper conversation?” — Julie Littlechild, Founder and CEO, […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/09/23/ep-112-focusing-on-the-voice-of-the-client-with-julie-littlechild-absolute-engagement/">Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement</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/2021/09/14/ep-111-september-wealthtech-news-roundup/">Ep. 111: 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>Come on in, sit back, relax and enjoy episode 111 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. […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/09/14/ep-111-september-wealthtech-news-roundup/">Ep. 111: 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/2021/09/04/ep-110-how-the-risk-ecosystem-helps-clients-invest-differently-with-jeff-schwantz-morningstar/">Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with 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>“At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of history and academically validated research is really hard to replicate in the FinTech space. And part of the acquisition of PlanPlus Global is they did some things on the advanced […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/09/04/ep-110-how-the-risk-ecosystem-helps-clients-invest-differently-with-jeff-schwantz-morningstar/">Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with 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/2021/08/27/ep-109-building-a-globalized-data-strategy-thats-delivered-locally-with-sabrina-bailey-lseg/">Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG</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>“If we think about the underpinning of our future growth strategy we’re specifically looking to accelerate growth by developing and delivering on a globalized strategy that’s delivered in a local way to meet client needs. What I mean by that specifically, if we think about for example private banks in North America relative to private […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/08/27/ep-109-building-a-globalized-data-strategy-thats-delivered-locally-with-sabrina-bailey-lseg/">Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG</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/2021/08/19/ep-108-why-a-digital-tamp-is-the-best-way-to-invest-in-cryptocurrency-with-dan-eyre/">Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre</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>“Just buying Bitcoin and Ethereum, for some clients and for some advisors, maybe it is good enough. But at the end of the day, you don’t want to be the one that’s picking the AOL or the Yahoo of this age. If you look at the the whole Dot Com era and all of the […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/08/19/ep-108-why-a-digital-tamp-is-the-best-way-to-invest-in-cryptocurrency-with-dan-eyre/">Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre</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/2021/08/11/ep-107-august-news-roundup/">Ep. 107: August 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>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. […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/08/11/ep-107-august-news-roundup/">Ep. 107: August 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/2021/07/29/ep-105-uncovering-the-lifetime-costs-of-healthcare-with-bipin-agarwal-aivante/">Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante</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>“Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re going to spend on healthcare. Our goal is to help financial advisory firms to bring this cause in front of their clients so they can plan their financial […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/07/29/ep-105-uncovering-the-lifetime-costs-of-healthcare-with-bipin-agarwal-aivante/">Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante</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/2021/07/22/ep-105-merging-health-wealth-with-robert-kirk-intergen-data/">Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data</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>“When we started InterGen Data, what we did was to say give us your client data and we’ll turn it around and send you back a list of life events, especially around critical illnesses and how likely they are to happen. Because people don’t plan for those types of things, they don’t plan for a […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/07/22/ep-105-merging-health-wealth-with-robert-kirk-intergen-data/">Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data</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/2021/07/15/ep-104-july-wealthtech-news-roundup/">Ep. 104: July Wealthtech 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>Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/07/15/ep-104-july-wealthtech-news-roundup/">Ep. 104: July Wealthtech 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/2021/06/30/ep-103-how-to-purchase-and-manage-protective-investments-with-biju-kulathakal-jason-barsema-halo-investing/">Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing</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 first thing that Biju and I wrote down before we even wrote our business plan is that we want to create a positive impact in the world before we worried about profits. And from that perspective, we think that the state of people’s savings and retirement is a huge issue. The wealth gap in […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/06/30/ep-103-how-to-purchase-and-manage-protective-investments-with-biju-kulathakal-jason-barsema-halo-investing/">Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing</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/2021/06/17/ep-102-the-rise-of-alternate-marketplaces-with-jason-broder-simon-markets/">Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets</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>“Financial advisors are looking to differentiate their value to clients as we are on the precipice of the largest wealth transfer in history. I think the playbooks for the next 5, 10, 20 years in the financial advice business will most likely be different than the playbooks from the past. I think a part of […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/06/17/ep-102-the-rise-of-alternate-marketplaces-with-jason-broder-simon-markets/">Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets</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/2021/06/08/ep-101-june-wealthtech-news-roundup/">Ep. 101: June 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>Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/06/08/ep-101-june-wealthtech-news-roundup/">Ep. 101: June 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/2021/05/27/ep-100-the-t3-conference-is-a-wealthtech-startup-accelerator-with-joel-bruckenstein/">Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein</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>“One of our calling cards I think has always been that we try and showcase some of those firms that don’t get a lot of attention. I get calls from probably 30, 40, 50 of those firms. We don’t want them all at T3 because a lot of them, we just think, don’t have legs. […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/05/27/ep-100-the-t3-conference-is-a-wealthtech-startup-accelerator-with-joel-bruckenstein/">Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein</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/2021/05/20/ep-99-digitizing-the-back-office-of-wealth-management-firms-with-david-knoch-docupace/">Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, 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>“When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/05/20/ep-99-digitizing-the-back-office-of-wealth-management-firms-with-david-knoch-docupace/">Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, 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/2021/05/14/ep-98-taking-the-emotion-out-of-college-planning-with-joe-messinger-collegeaidpro/">Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro</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>“There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead of reactive using our predicted outcomes that provide about 90% accuracy for out of pocket costs, and we can have those conversations when they’re a sophomore of a junior, not when […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/05/14/ep-98-taking-the-emotion-out-of-college-planning-with-joe-messinger-collegeaidpro/">Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro</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/2021/05/03/ep-97-when-one-door-closes-another-opens-may-wealthtech-news-roundup/">Ep. 97: When One Door Closes, Another Opens – May WealthTech 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>Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/05/03/ep-97-when-one-door-closes-another-opens-may-wealthtech-news-roundup/">Ep. 97: When One Door Closes, Another Opens – May WealthTech 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/2021/04/27/ep-96-converting-tax-returns-into-actionable-insights-for-advisors-with-kevin-lozer-holistiplan/">Ep. 96: Converting Tax Returns Into Actionable Insights 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>“How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can support all of your existing clients without having to pick and choose who to do it for. If […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/04/27/ep-96-converting-tax-returns-into-actionable-insights-for-advisors-with-kevin-lozer-holistiplan/">Ep. 96: Converting Tax Returns Into Actionable Insights 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>The post <a href="https://wealthtechtoday.com/2021/04/15/ep-95-travel-gadget-geek-out-with-brian-mclaughlin-redtail-technology/">Ep. 95: Travel Gadget Geek-Out 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>“If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits. We all created routines the past year or so while we’ve been stuck at home that we would love to break out of. But travel is coming back! I’m seeing […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/04/15/ep-95-travel-gadget-geek-out-with-brian-mclaughlin-redtail-technology/">Ep. 95: Travel Gadget Geek-Out 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>