Podcast Episodes
Back to Search#ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell
The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Crai…
5 years, 4 months ago
#ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift
The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Cr…
5 years, 5 months ago
#ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur
The post #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur appeared first on and was wri…
5 years, 5 months ago
#ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare
The post #ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare appeared first on and was written by Craig I…
5 years, 5 months ago
#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road
The post #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road appeared first on and was written by Craig Iskowitz.
It’s another fantas…
5 years, 5 months ago
#ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts
The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Isk…
5 years, 6 months ago
#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin
The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz.
“Why am I f…
5 years, 6 months ago
#ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial
The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz.
“We want to…
5 years, 6 months ago
#ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai
The post #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai appeared first on and was written by Craig Iskowitz.
“We ar…
5 years, 6 months ago
#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1
The post #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 appeared first on and was written by Craig Iskowitz.
Considering the crazy events that have …
5 years, 6 months ago