WealthTech Today

Recent Episodes

#ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi

Posted April 9, 2020 • 00:31:06

"The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was...

#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt

Posted April 4, 2020 • 00:38:46

"I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three,...

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

Posted March 26, 2020 •

"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...

#ItzOnWealthTech Ep. 43: Female Leaders in Technology

Posted March 19, 2020 • 00:31:43

"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....

#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference

Posted March 11, 2020 • 00:42:32

"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...