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#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter

"If you're focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless of what social media platform…
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#ItzOnWealthTech Ep. 43: Female Leaders in Technology

"Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who's going to move the needle for you. We need more…
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#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference

"I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but…
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#ItzOnWealthTech Ep. 41: Highlight Reel #2 from the T3 Advisor Conference

"What we're trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for…
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#ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference

"There is a universal currency that we all pay, and it is time, and we are granted X amount. We have no idea how much sand is in our hourglass,…
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#ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt

"Digital transformation is much more a cultural challenge. And I believe that in the East, and many bigger emerging markets they just have an easier life of new tech. They…
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#ItzOnWealthTech Ep 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo

"We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors…
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#ItzOnWealthTech Ep 37: Superior Views of Industry Data with Jean Sullivan

"We've developed methodologies that provide our clients with views on industry data that don't currently exist." -- Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15…
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#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency Is Good Business with Seth Johnson

"Fee transparency should be every firm's goal. Make sure that anybody working with you knows how their fees have been calculated and knows what they're being charged for. Provide a…
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#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center

"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 in the…
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The Jedi Masters of Client Experience

In our industry, enterprise tools are archaic and hard to use, so the bar is set very low. There's tons of opportunities for new entrants that can deliver better advisor…
11 Most Excellent Posts

11 Most Excellent WMToday Blog Posts from 2019

Well, the extended family has finally headed home and you're debating whether to take down the holiday decorations or wait until the neighbors start complaining. It must be the end…