WealthTech Today

292 Episodes

1. Ep. 195: July WealthTech News

   Published: 7/28/2023
2. Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor

   Published: 7/27/2023
3. Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth

   Published: 7/14/2023
4. Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx

   Published: 7/6/2023
5. Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management

   Published: 7/3/2023
6. Ep. 190: June WealthTech News

   Published: 6/26/2023
7. Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth

   Published: 6/15/2023
8. Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM

   Published: 6/11/2023
9. Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing

   Published: 6/5/2023
10. Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle

    Published: 5/19/2023
11. Ep 184: May WealthTech News

    Published: 5/15/2023
12. Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild

    Published: 4/25/2023
13. Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther

    Published: 4/7/2023
14. Ep. 181: March WealthTech News

    Published: 3/24/2023
15. Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason

    Published: 3/16/2023
16. Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower

    Published: 3/9/2023
17. Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo

    Published: 2/23/2023
18. Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt

    Published: 2/17/2023
19. Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft

    Published: 2/10/2023
20. Ep. 175: February Wealthtech News

    Published: 2/6/2023