Podcast Episodes

Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark

The post Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark appeared first on and was written by Craig Iskowitz.

“No…

4 years, 3 months ago

Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak

The post Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak appeared first on and was written by Elana Is…

4 years, 3 months ago

Ep. 128: February WealthTech News

The post Ep. 128: February WealthTech News appeared first on and was written by Elana Iskowitz.

Come on in, sit back, relax and enjoy episode 128 of…

4 years, 3 months ago

Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones

The post Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones appeared first on and was written by Craig Iskowi…

4 years, 3 months ago

Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet

The post Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet appeared first on and was written by Craig Iskowit…

4 years, 4 months ago

Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest

The post Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest appeared first on and was written by Craig Iskowitz.

“If you …

4 years, 4 months ago

Ep. 124: January WealthTech News Roundup

The post Ep. 124: January WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

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

4 years, 4 months ago

Ep. 123: Best of WealthTech Today 2021 Roundup

The post Ep. 123: Best of WealthTech Today 2021 Roundup appeared first on and was written by Craig Iskowitz.

Click here and schedule a Discovery Ses…

4 years, 4 months ago

Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace

The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz.

“We talk …

4 years, 4 months ago

Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton

The post Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton appeared first on and was written by Craig Iskowitz.

“We’ve go…

4 years, 5 months ago