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. 119: December WealthTech News Roundup
Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish
Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys
Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx
Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne
Ep. 114: October WealthTech News Roundup
Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network
Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement
Ep. 111: September Wealthtech News Roundup
Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar
Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG
Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre
Ep. 107: August News Roundup
Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante
Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data
Ep. 104: July Wealthtech News Roundup
Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing
Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets
Ep. 101: June WealthTech News Roundup
Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein
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