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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…
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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…
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Everything You Missed from the InvestWest Conference 2019

There's something to be said for holding a conference in the Bay Area. It's much easier for the best and brightest of Silicon Valley to stop by and share a…
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#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs

[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 stepped in to pick them…
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#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference

"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 is but not really…
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#ItzOnWealthTech Ep 31: Surely You Can't Call It FinTech, It's AdvisorTech! With Michael Kitces

"There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians' commission system for the benefit…
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#ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights

"In the U.S. over the last six months, Acorns has been absolutely dominant driving Twitter impressions amongst consumers. Not a single incumbent wealth firms even makes the top 10." --…