The post Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz.

The post Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2 appeared first on and was written by Elana Iskowitz.

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 […]

The post Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2 appeared first on and was written by Elana Iskowitz.

The post Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1 appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1 appeared first on and was written by Craig Iskowitz.

The post Ep 170: December WealthTech News appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep 170: December WealthTech News appeared first on and was written by Craig Iskowitz.

The post Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.

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 […]

The post Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.

The post Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf appeared first on and was written by Craig Iskowitz.

The post Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit appeared first on and was written by Craig Iskowitz.

The post Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken appeared first on and was written by Craig Iskowitz.

The post Ep. 165: November News Roundup appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 165: November News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial appeared first on and was written by Craig Iskowitz.