WealthTech Today

WealthTech Today


Latest Episodes

Ep. 255: September WealthTech News
September 10, 2024

Come on in, sit back and relax. Youre listening to Episode 255 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newes

Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton
August 29, 2024

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
August 22, 2024

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
August 16, 2024

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
August 08, 2024

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
August 01, 2024

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
July 25, 2024

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
July 18, 2024

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
July 11, 2024

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
July 09, 2024

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