WealthTech Today

The post Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 213 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 Sachin Shah, COO […] The post Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP appeared first on and was written by Craig Iskowitz.

The post Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 213 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 Rob Rickey, Chief […] The post Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine appeared first on and was written by Elana Iskowitz.

The post Ep. 212: Navigating Private Markets with Marcus New, InvestX appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 212 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 Marcus New, the […] The post Ep. 212: Navigating Private Markets with Marcus New, InvestX appeared first on and was written by Craig Iskowitz.

The post Ep. 211: November WealthTech News appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 211 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 November News Review. I’ve got […] The post Ep. 211: November WealthTech News appeared first on and was written by Craig Iskowitz.

The post Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 210 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 the man, the […] The post Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth appeared first on and was written by Craig Iskowitz.

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.

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.

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.