Podcast Episodes

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, 9 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, 9 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, 10 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, 10 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, 10 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, 10 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, 11 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, 11 months ago

Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar

The post Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar appeared first on and was written by Craig…

4 years, 11 months ago

Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG

The post Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG appeared first on and was written by Craig Iskowit…

5 years ago