Podcast Episodes

Ep. 212: Navigating Private Markets with Marcus New, InvestX

The post Ep. 212: Navigating Private Markets with Marcus New, InvestX appeared first on and was written by Craig Iskowitz.

Come on in and sit back a…

2 years, 5 months ago

Ep. 211: November WealthTech News

The post Ep. 211: November WealthTech News appeared first on and was written by Craig Iskowitz.

Come on in and sit back and relax. You’re listening …

2 years, 5 months ago

Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth

The post Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth appeared first on and was written by Craig Iskowitz.

C…

2 years, 6 months ago

Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors

The post Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors appeared first on and was written by Craig Iskowitz.

Come…

2 years, 6 months ago

Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP

The post Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP appeared first on and was written by Craig Iskowitz.

Come on in and sit…

2 years, 6 months ago

Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder

The post Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder appeared first on and was written b…

2 years, 6 months ago

Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth

The post Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth appeared first on and was written by Craig Iskowitz.…

2 years, 7 months ago

Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf

The post Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf appeared first on and was written by …

2 years, 7 months ago

Ep. 204: October WealthTech News

The post Ep. 204: October WealthTech News appeared first on and was written by Elana Iskowitz.

Come on in and sit back and relax. You’re listening t…

2 years, 7 months ago

Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig

The post Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig appeared first on and was written by Craig Iskowitz.

Come…

2 years, 7 months ago