Podcast Episodes

Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map

The post Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz…

3 years, 8 months ago

Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf

The post Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf appeared fir…

3 years, 8 months ago

Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit

The post Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit appeared first on and was written by Craig Iskowitz.

Come on in an…

3 years, 9 months ago

Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken

The post Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken appeared first on and was written by Craig Iskowi…

3 years, 9 months ago

Ep. 165: November News Roundup

The post Ep. 165: November News Roundup appeared first on and was written by Craig Iskowitz.

Come on in, sit back and relax and listen to episode 16…

3 years, 9 months ago

Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial

The post Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial appeared first on and was written by C…

3 years, 9 months ago

Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech

The post Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech appeared first on and was written by Elana Iskowi…

3 years, 10 months ago

Ep. 161: Never Assume You Know the Market with Ryan George, Docupace

The post Ep. 161: Never Assume You Know the Market with Ryan George, Docupace appeared first on and was written by Craig Iskowitz.

Come on in and si…

3 years, 10 months ago

Ep. 160: September WealthTech News Roundup

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

Click here and schedule a Discovery Session…

3 years, 10 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, 11 months ago