The post Ep. 229: The Breakaway Blueprint, with Advyzon appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 229 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. This episode is part of our Breakaway advisors series […]
The post Ep. 229: The Breakaway Blueprint, with Advyzon appeared first on and was written by Craig Iskowitz.
Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond
Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing
Ep. 219: The WealthTech Today Podcast Best of 2023
Ep. 218: January News Roundup
Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT
Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline
Ep. 215: The Chicken and the Egg Problem with Alts by Eric Satz, Alto IRA
Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP
Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine
Ep. 212: Navigating Private Markets with Marcus New, InvestX
Ep. 211: November WealthTech News
Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth
Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors
Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP
Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder
Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth
Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf
Ep. 204: October WealthTech News
Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig
Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra
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