ezra group

In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall, hear the biggest takeaways and insights from:

• Joel Bruckenstein of T3 Technology Tools for Today
• Bob Veres of Inside Information
• John Mackowiak of Advyzon
• Brian Edelman of FCI
• Spenser Segal of ActiFI
• Nitin Seth of Incedo
• Mark Hurley of Digital Privacy & Protection
• John O'Connell of The Oasis Group
• Craig Iskowitz of Ezra Group
• Jason Stipp and Thomas Aviles of Morningstar
• Erin Goss of Blue Chip Partners

In this special Swift Chat episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo Showcase. Links to the video clips are below.

Guests in Order of Appearance:

• Joel Bruckenstein, Founder of T3 - Technology Tools for Today
• Craig Iskowitz, Founder and CEO of the Ezra Group, LLC
• ​Shannon Rosic, Director of WealthStack Content & Solutions at Informa
• Robert Steinberg, Founder and CEO of Blue Chip Partners, Inc.
• Jonathan Ainsley, Founder and CEO of InvestInU
• Martin Tarlie, Portfolio Manager and Research Analyst at GMO
• ​Eric Showalter, Founder and Principal at Arbor Private Wealth, LLC

There are soooooo many great insights in this "recorded live at a conference" episode. Listen in!

Link to video interviews here.

In this Swift Chat, Marie Swift speaks with Craig Iskowitz, Founder and CEO of Ezra Group, a boutique strategy consulting and research firm. The two discuss the new Ezra Group WealthTech Integration Score, a unique score for FinTech vendors to help wealth management firms build seamless integrated tech stacks. Craig dives into how the score is determined and what that means for FinTech vendors as well as the wealth management firms deciding between different applications. 

To learn more about Craig, Ezra Group and the Ezra Group Integration Score please visit: www.EzraGroupLLC.com