WealthTech Today

Recent Episodes

#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson

Posted January 30, 2020 • 00:32:30

“Good fee transparency is always a good business. Making sure that anybody that working with you knows how the fees have been calculated, knows what...

#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center

Posted January 29, 2020 • 00:45:47

“The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up...

#ItzOnWealthTech Ep 34: Optimizing Advisor Experiences at InvestWest

Posted December 21, 2019 •

“When you look at how businesses are run, how decisions are made, what we optimize for, oftentimes that’s not the case. And then you look at the...

#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs

Posted December 11, 2019 • 00:37:25

[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab...

#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference

Posted November 22, 2019 • 00:47:57

“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity...