WealthTech Today

WealthTech Today


Latest Episodes

Ep. 245: June WealthTech News
June 27, 2024

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

Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic
June 20, 2024

Come on in, sit back and relax. Youre listening to Episode 244 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi
June 13, 2024

Come on in, sit back and relax. Youre listening to Episode 243 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto
June 06, 2024

Come on in, sit back and relax. Youre listening to Episode 242 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 241: May Wealthtech News
May 30, 2024

Come on in. Sit back and relax. Youre listening to episode 241 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, in

Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners
May 23, 2024

Come on in, sit back and relax. Youre listening to Episode 240 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360
May 09, 2024

Come on in, sit back and relax. Youre listening to Episode 239 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 238: Breakaway Blueprint with Morningstar Office
May 02, 2024

Come on in and sit back and relax. Youre listening to Episode 238 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions
April 25, 2024

Come on in and sit back and relax. Youre listening to Episode 237 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Ep. 236: April WealthTech News
April 18, 2024

Come on in. Sit back and relax. Youre listening to episode 236 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, in