Podcast Episodes

Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower

The post Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower appeared first on and was written by Craig Iskowitz.

Come on in a…

3 years, 5 months ago

Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo

The post Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo appeared first on and was written by Cra…

3 years, 6 months ago

Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt

The post Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt appeared first on and was written by Craig Iskowitz.

Come on in and …

3 years, 6 months ago

Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft

The post Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft appeared first on and was written by Elana Is…

3 years, 6 months ago

Ep. 175: February Wealthtech News

The post Ep. 175: February Wealthtech News appeared first on and was written by Elana Iskowitz.

Come on in and sit back relax, you’re listening to E…

3 years, 6 months ago

Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds

The post Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds appeared first on and was written by Craig Iskowitz.

Come on i…

3 years, 7 months ago

Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar

The post Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar appeared first on…

3 years, 7 months ago

Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2

The post Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2 appeared first on and was written by Elana Iskowitz.

Come on in, sit back and rel…

3 years, 7 months ago

Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1

The post Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1 appeared first on and was written by Craig Iskowitz.

Come on in, sit back and rel…

3 years, 8 months ago

Ep 170: December WealthTech News

The post Ep 170: December WealthTech News appeared first on and was written by Craig Iskowitz.

Come on in and sit back relax, you’re listening to Ep…

3 years, 8 months ago