Come on in and sit back and relax. Youre listening to Episode 225 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Come on in and sit back and relax. Youre listening to Episode 224 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Come on in and sit back and relax. Youre listening to Episode 223 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Come on in and sit back and relax. Youre listening to Episode 222 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Come on in and sit back and relax. Youre listening to Episode 221 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Come on in and sit back and relax. Youre listening to Episode 220 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

“I’ve got a maximalist view on this I’ve sort of self radicalized but it’s not just that advisors have to compete with now, banks and insurance companies and fintechs and Google for the distribution o

“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets,  that are career insurance producers, and they all want a consistent framework to do that.  So

“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against sequence of return risk. They love the idea of guaranteed inc

Come on in, sit back, relax and enjoy episode 114 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked wit