WealthTech Today

The post Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory appeared first on and was written by Craig Iskowitz. “And so the decision was made of what if you could start over what if you could have a clean foundation, and you could very thoughtfully construct this this platform where you put And advisor independence at the core and the nucleus. Drive all of the services and all of the experiences for advisors with […] The post Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory appeared first on and was written by Craig Iskowitz.

The post Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 196 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 Sindhu Joseph from […] The post Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor appeared first on and was written by Craig Iskowitz.

The post Ep. 195: July WealthTech News appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to episode 195 of The WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. But before we get started with the news, I have […] The post Ep. 195: July WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 194 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 Sheryl O’Connor, from […] The post Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor appeared first on and was written by Craig Iskowitz.

The post Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 193 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. I’m pumped for my guest of this episode, which […] The post Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth appeared first on and was written by Craig Iskowitz.

The post Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 192 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. I had a fun conversation with today’s guest Lacey […] The post Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx appeared first on and was written by Craig Iskowitz.

The post Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 191 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 series on RIA […] The post Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management appeared first on and was written by Craig Iskowitz.

The post Ep. 190: June WealthTech News appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax. You’re listening to episode 190 of The Wealth Tech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. Welcome to our monthly episode of News, we have […] The post Ep. 190: June WealthTech News appeared first on and was written by Craig Iskowitz.

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.