WealthTech Today

The post Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth appeared first on and was written by Craig Iskowitz.

Come on in and sit back relax, you’re listening to Episode 189 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 the one and […]

The post Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth appeared first on and was written by Craig Iskowitz.

The post Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM appeared first on and was written by Craig Iskowitz.

The post Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing appeared first on and was written by Craig Iskowitz.

The post Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle appeared first on and was written by Craig Iskowitz.

The post Ep 184: May WealthTech News appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep 184: May WealthTech News appeared first on and was written by Craig Iskowitz.

The post Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild appeared first on and was written by Craig Iskowitz.

The post Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther appeared first on and was written by Craig Iskowitz.

The post Ep. 181: March WealthTech News appeared first on and was written by Craig Iskowitz.

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. […]

The post Ep. 181: March WealthTech News appeared first on and was written by Craig Iskowitz.

The post Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason appeared first on and was written by Craig Iskowitz.

The post Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower appeared first on and was written by Craig Iskowitz.

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 […]

The post Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower appeared first on and was written by Craig Iskowitz.