PODCAST

WealthTech Today

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

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All Episodes

Ep. 203: Engaging Advisors Through AI-Powered...

WealthTech Today ·

2023/09/22

The post Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 201 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 Mike Sha, CEO […] The post Ep. 203:

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Ep. 202: TruView: An Advisor Experience Platform with...

WealthTech Today ·

2023/09/14

The post Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 201 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 Amit Dogra, President […] The post Ep. 202: TruView: An

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Ep. 201: The Evolution of Estate Planning: A...

WealthTech Today ·

2023/09/07

The post Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 201 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 one of the […] The post Ep. 201:

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Ep. 200: Finding the Whitespace in Advisor Marketing...

WealthTech Today ·

2023/09/01

The post Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 200 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 around Wealth Management Technology. That’s right. It’s our 200th episode. Feels like only […] The post Ep

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Ep. 199: AI Will Save Us from the Tyranny of the...

WealthTech Today ·

2023/08/25

The post Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 199 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 around Wealth Management Technology. My guest for this episode is Susan Emerson. Susan […] The

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Ep. 198: August WealthTech News

WealthTech Today ·

2023/08/21

The post Ep. 198: August WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to our monthly news review for August. I’ve got a lot of stories to cover, including our AI roundup, news on alternative investments, Goldman Sachs making headlines for all the wrong reasons, plus our regular updates on the WealthTech integration scores, and the Kitces-Ezra Group advisor tech map, but before I start, let me […] The post Ep. 198: August WealthTech News appeared first on and was

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Ep. 197: Unleashing Potential: A Next-Gen Advisor...

WealthTech Today ·

2023/08/10

The post Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotwood, RFG Advisory appeared first on and was written by Craig Iskowitz. “And so the decision was made of what if you could start over what if you could have a clean foundation, and you could very thoughtfully construct this this platform where you put And advisor independence at the core and the nucleus. Drive all of the services and all of the experiences for advisors with […] The post Ep. 197: Unleashing

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Ep. 196: AI Unleashed: Augmenting Human Experience at...

WealthTech Today ·

2023/08/07

The post Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 196 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 around Wealth Management Technology. My guest for this episode is Sindhu Joseph from […] The post

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Ep. 195: July WealthTech News

WealthTech Today ·

2023/07/28

The post Ep. 195: July WealthTech News appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to episode 195 of The WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. But before we get started with the news, I have […] The post Ep. 195: July WealthTech News appeared first on and was

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Ep. 194: Say Goodbye to Uncertainty: Embracing...

WealthTech Today ·

2023/07/27

The post Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 194 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 around Wealth Management Technology. My guest for this episode is

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Ep. 193: A Growth Platform is the Glue in Your Tech...

WealthTech Today ·

2023/07/14

The post Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 193 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 around Wealth Management Technology. I’m pumped for my guest of this episode, which […] The post

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Ep. 192: Building a Fintech Startup: Overcoming...

WealthTech Today ·

2023/07/06

The post Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 192 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 around Wealth Management Technology. I had a fun conversation with today’s guest

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Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook...

WealthTech Today ·

2023/07/03

The post Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 191 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 around Wealth Management Technology. This episode is part of our series on RIA […] The post Ep. 191: A $1 Billion RIA

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Ep. 190: June WealthTech News

WealthTech Today ·

2023/06/26

The post Ep. 190: June WealthTech News appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax. You’re listening to episode 190 of The Wealth Tech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. Welcome to our monthly episode of News, we have […] The post Ep. 190: June WealthTech News appeared first on and was

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Ep. 189: Building a Client-Centric Business: Advice...

WealthTech Today ·

2023/06/15

The post Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 189 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 around Wealth Management Technology. My guest for this episode is the one and […] The post

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Ep. 188: Scaling Success: How Compliance Tech Drives...

WealthTech Today ·

2023/06/11

The post Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 188 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 around Wealth Management Technology. My guest for this episode is Parham Nasseri from

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Ep. 187: Why We’re Still Struggling to Reach Full...

WealthTech Today ·

2023/06/05

The post Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 187 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 around Wealth Management Technology. My guest for this episode is Jim Crowley, CEO […] The post

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Ep. 185: A Breakthrough in Maximizing Conference...

WealthTech Today ·

2023/05/19

The post Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 185 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 around Wealth Management Technology. My guest today is Matt Middleton, co founder and

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Ep 184: May WealthTech News

WealthTech Today ·

2023/05/15

The post Ep 184: May WealthTech News appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech 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 around wealth management technology. And this is our main news roundup, and there’s […] The post Ep 184: May WealthTech News appeared first on and was

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Ep. 183: Supercharging The Human Side of Advice with...

WealthTech Today ·

2023/04/25

The post Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 183 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 around Wealth Management Technology. My guest today is Julie Littlechild, Founder and CEO […] The post Ep. 183:

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