In Episode 69, I interview Craig Iskowitz (@craigiskowitz), Founder and CEO of the Ezra Group, and publisher of two blogs: Wealth Management Today and Think Like a Consultant. The Ezra Group is a management consulting firm that provides business and technology strategy services to the financial services industry. They work with broker-dealers, banks, asset managers, RIA’s and technology vendors to share their deep knowledge and experience in wealth management products and services.


In our conversation we explore the trends and changes in technology affecting the financial services industry and the clients Craig serves. We also talk about robo-advisors, content,  platform consolidation, and the increasing value of data to drive decisions.


I invite you to be part of the conversation with me @victorgaxiola on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to [email protected].  I also invite you to “like” our  page on Facebook where we share posts about the podcast, our guests, and other fun stuff.

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