WealthTech Today

By Craig IskowitzNews Tech News

WealthTech Today episodes

November 10, 2023 Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors
The post Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 209 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Rick Kent, founder […]
The post Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors appeared first on and was written by Craig Iskowitz.
33 min
November 02, 2023 Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP
The post Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 208 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Richard Thoeny, Head […]
The post Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP appeared first on and was written by Craig Iskowitz.
35 min
October 27, 2023 Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder
The post Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 207 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode I’m excited to announce […]
The post Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder appeared first on and was written by Craig Iskowitz.
32 min
October 19, 2023 Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth
The post Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 206 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is James Bogart, CEO […]
The post Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth appeared first on and was written by Craig Iskowitz.
38 min
October 12, 2023 Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf
The post Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 205 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is John Prendergast, […]
The post Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf appeared first on and was written by Craig Iskowitz.
35 min
October 03, 2023 Ep. 204: October WealthTech News
The post Ep. 204: October WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 204 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. Welcome to our October monthly news review. I […]
The post Ep. 204: October WealthTech News appeared first on and was written by Elana Iskowitz.
43 min
September 22, 2023 Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig
The post Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Mike Sha, CEO […]
The post Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig appeared first on and was written by Craig Iskowitz.
39 min
September 14, 2023 Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra
The post Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Amit Dogra, President […]
The post Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra appeared first on and was written by Craig Iskowitz.
47 min
September 07, 2023 Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla
The post Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is one of the […]
The post Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.
42 min
September 01, 2023 Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin
The post Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 200 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. That’s right. It’s our 200th episode. Feels like only […]
The post Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin appeared first on and was written by Craig Iskowitz.
40 min