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WealthTech Today

304 episodes — Page 7 of 7

#ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast

<p>The post <a href="https://wealthtechtoday.com/2019/12/21/itzonwealthtech-ep-34-best-of-2019-from-the-wmtoday-podcast/">#ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast</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 can’t believe it’s been a year since I launched this podcast, but in the spirit and tradition of annual best-of’s, we’ve made a best-of the podcast from 2019. My staff and I poured over the audio and pulled some of the best clips from the year and compiled them here for your listening pleasure. […]</p> <p>The post <a href="https://wealthtechtoday.com/2019/12/21/itzonwealthtech-ep-34-best-of-2019-from-the-wmtoday-podcast/">#ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast</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>

Dec 21, 201936 min

#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs

<p>The post <a href="https://wealthtechtoday.com/2019/12/11/itzonwealthtech-ep-33-how-to-create-a-thriving-tech-ecosystem-with-mike-zebrowski-ai-labs/">#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs</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>[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change until it’s too late. I think Schwab recognized that they weren’t able to […]</p> <p>The post <a href="https://wealthtechtoday.com/2019/12/11/itzonwealthtech-ep-33-how-to-create-a-thriving-tech-ecosystem-with-mike-zebrowski-ai-labs/">#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs</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>

Dec 12, 201937 min

#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference

<p>The post <a href="https://wealthtechtoday.com/2019/11/22/itzonwealthtech-ep-32-speed-podcasting-at-the-t3-enterprise-conference/">#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise 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>“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]</p> <p>The post <a href="https://wealthtechtoday.com/2019/11/22/itzonwealthtech-ep-32-speed-podcasting-at-the-t3-enterprise-conference/">#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise 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>

Nov 22, 201947 min

#ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces

Nov 11, 201957 min