WealthTech Today

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.

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.

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.

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.

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.

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.

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.

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.

The post Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 199 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 Susan Emerson. Susan […] The post Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce appeared first on and was written by Craig Iskowitz.

The post Ep. 198: August WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to our monthly news review for August. I’ve got a lot of stories to cover, including our AI roundup, news on alternative investments, Goldman Sachs making headlines for all the wrong reasons, plus our regular updates on the WealthTech integration scores, and the Kitces-Ezra Group advisor tech map, but before I start, let me […] The post Ep. 198: August WealthTech News appeared first on and was written by Elana Iskowitz.