Podcast Episodes

Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx

The post Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx appeared first on and was written b…

2 years, 10 months ago

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

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 s…

2 years, 10 months ago

Ep. 190: June WealthTech News

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 epis…

2 years, 10 months ago

Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth

The post Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth appeared first on and was written by Crai…

2 years, 11 months ago

Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM

The post Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM appeared first on and was written by …

2 years, 11 months ago

Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing

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 Iskowi…

2 years, 11 months ago

Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle

The post Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle appeared first on and was written by Craig …

3 years ago

Ep 184: May WealthTech News

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 episod…

3 years ago

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

The post Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild appeared first on and was written by Craig Iskowitz.

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3 years ago

Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther

The post Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther appeared first on and was written by Craig Iskowitz.

Come on in and sit back rel…

3 years, 1 month ago