Podcast Episodes

Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360

The post Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz.

Come on in, sit back …

4 years ago

Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin

The post Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin appeared first on and was written by Craig Isko…

4 years ago

Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt

The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz.

This is a bonus ep…

4 years, 1 month ago

Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan

The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

Come on in, …

4 years, 1 month ago

Ep. 136: April WealthTech News Roundup

The post Ep. 136: April WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

Come on in, sit back, relax and enjoy episode 1…

4 years, 1 month ago

Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions

The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was writt…

4 years, 1 month ago

Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts

The post Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts appeared first on and was written by Craig Isk…

4 years, 2 months ago

Ep. 133: March WealthTech News Roundup

The post Ep. 133: March WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

Come on in, sit back, relax and enjoy episode 1…

4 years, 2 months ago

Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development

The post Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development appeared first on and was written by C…

4 years, 2 months ago

Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva

The post Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz.

Click here and sche…

4 years, 2 months ago