WealthTech Today
Latest Episodes
Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton
Come on in, sit back and relax. Youre listening to Episode 254 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine
Come on in, sit back and relax. Youre listening to Episode 253 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
Ep. 252: August WealthTech News
Come on in, sit back and relax. Youre listening to Episode 252 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newes
Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios
Come on in, sit back and relax. Youre listening to Episode 251 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, ne
Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink
Come on in, sit back and relax. Youre listening to Episode 250 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, ne
Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig
Come on in, sit back and relax. Youre listening to Episode 249 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
Ep. 248: July WealthTech News
Come on in, sit back and relax. Youre listening to Episode 248 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newes
Ep. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt
Come on in, sit back and relax. Youre listening to Episode 247 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
Ep. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown
Come on in, sit back and relax. Youre listening to Episode 246 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
Ep. 245: June WealthTech News
Come on in, sit back and relax. Youre listening to Episode 245 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newes
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