Podcast Episodes

Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS

The post Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS appeared first on and was written by Craig Iskowitz.

“It’s a v…

4 years, 5 months ago

Ep. 119: December WealthTech News Roundup

The post Ep. 119: December WealthTech News Roundup appeared first on and was written by Elana Iskowitz.

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

4 years, 5 months ago

Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish

The post Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish appeared first on and was written by Craig Iskowitz.

“We really think …

4 years, 6 months ago

Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys

The post Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.

“I’ve got a maximalist…

4 years, 6 months ago

Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx

The post Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx appeared first on and was written by Craig Iskowitz.

“T…

4 years, 6 months ago

Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne

The post Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne appeared first on and was written by Elana Iskowitz.

“Advisors don’t like t…

4 years, 6 months ago

Ep. 114: October WealthTech News Roundup

The post Ep. 114: October WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

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

4 years, 7 months ago

Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network

The post Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network appeared first on and was written by Elana Iskowitz.

“In…

4 years, 7 months ago

Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement

The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowit…

4 years, 7 months ago

Ep. 111: September Wealthtech News Roundup

The post Ep. 111: September Wealthtech News Roundup appeared first on and was written by Elana Iskowitz.

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

4 years, 8 months ago