Podcast Episodes

Ep. 160: September WealthTech News Roundup

The post Ep. 160: September WealthTech News Roundup appeared first on and was written by Elana Iskowitz.

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3 years, 7 months ago

Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq

The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.

Come on in and …

3 years, 7 months ago

Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial

The post Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial appeared first on and was written by Craig Iskowitz.

Come on in and sit b…

3 years, 8 months ago

Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial

The post Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial appeared first on and was written b…

3 years, 8 months ago

Ep. 156: August WealthTech News

The post Ep. 156: August WealthTech News appeared first on and was written by Elana Iskowitz.

Click here and schedule a Discovery Session to find ou…

3 years, 8 months ago

Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts

The post Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts appeared first on and was written by Elana Iskowitz.…

3 years, 8 months ago

Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar

The post Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar appeared first on and was written by Craig Iskowitz.

3 years, 9 months ago

Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark

The post Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark appeared first on and was written by Craig Iskowitz.

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3 years, 9 months ago

Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX

The post Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX appeared first on and was written by Craig Iskowitz.

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3 years, 9 months ago

Ep. 151: July WealthTech News

The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz.

Companies Mentioned Adelia Risk [29:45] Advisor360 [27:1…

3 years, 9 months ago