The post Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac appeared first on and was written by Elana Iskowitz.

Come on in and sit back and relax. You’re listening to Episode 225 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. This episode is part of our breakaway advisor […]

The post Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac appeared first on and was written by Elana Iskowitz.