Ezra Group with Craig Iskowitz | E425

Craig Iskowitz, CEO of Ezra Group, returns to speak with Jason about navigating the overwhelming pace of technology change in wealth management. Iskowitz explains how Ezra Group provides objective tech stack evaluations for firms without the bias of referral fees or software sales. The discussion highlights the shift from crypto to AI hype, the dangers of overbuilding in-house tools, and why "integration quality" is often the weakest link in an advisor's workflow. This episode is a must-listen for RIA owners and operations leaders who need a reality check on AI implementation and a framework for building a scalable, well-integrated tech stack. Episode Highlights: 00:00 Milestone Guest Intro 01:23 Craig’s Origin Story 02:51 Tech Change Goes Exponential 04:31 AI Hype Versus Reality 08:03 Regulated Industry Limits 09:28 Buy Versus Build Returns 10:01 Hidden Costs of Building 15:43 When Building Makes Sense 18:22 Super Apps and All-in-One 20:01 Integration Friction Problem 20:43 Integration Reality Check 22:48 AI And Vendor Shifts 26:51 Note Takers Threaten CRMs 29:19 Build Versus Buy Limits 30:49 Tech Spend And Stack Strategy 32:13 Optimize Before Replacing 34:53 Wishes Hiring And Motivation 39:35 Wrap Up And Credits Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Ezra Group LinkedIn - Craig Iskowitz’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Apr 28, 2026

Embed this episode

Attribution link and audio player

Ready to play

Ezra Group with Craig Iskowitz | E425

0:00 40:19

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

AnointedEDU Jermaine Whiteside The AnointedEDU Podcast explores the intersection of research, leadership, governance, education, artificial intelligence, and institutional innovation. Hosted by Jermaine E. Whiteside, doctoral researcher and founder of AnointedEDU, each episode translates scholarly research into practical insights for educators, ministry leaders, nonprofit executives, public-sector professionals, and organizational decision-makers. Through conference presentations, research conversations, working papers, NotebookLM discussions, and executive education, the podcast examines governance science, adaptive leadership, Faithful Intelligence, AI ethics, implementation science, institutional trust, organizational resilience, and evidence-based leadership. Whether you are leading a church, nonprofit, educational institution, business, or government organization, The AnointedEDU Podcast provides research-informed ideas designed to help leaders build resilient, ethical, Thinking Cap Solutions Podcast Mickey Maher & Corey Kay 🎙 Thinking Cap Solutions Podcast – Unlock the power of content, audience engagement, and leadership. With 30+ years in media, content strategy, and senior leadership, Mickey & Corey share real-world lessons, insights, and strategies to help brands, businesses, and leaders grow. 🚀 From podcasting and content creation to audience engagement and leadership coaching, we break down what works, what doesn’t, and how to cut through the noise. 🎧 Listen, learn, and lead with impact. Tech and... KPMG LLP (U.S.) Join Mark Gibson, the Technology, Media, and Telecommunications leader for KPMG in the U.S., as he speaks with industry luminaries and thought leaders to discuss pressing issues and technology's impact on businesses and the world around us. HCI Growth Catalyst HCI Podcast Network Welcome to ”HCI Growth Catalyst,” the podcast dedicated to exploring the transformative power of Learning and Development (L&D) within organizations. In each episode, we dive deep into the world of L&D, uncovering innovative strategies, best practices, and real-life success stories that propel businesses forward. From cultivating a culture of continuous learning to leveraging cutting-edge technologies, we leave no stone unturned when it comes to fostering growth and development. Join me as we engage in thought-provoking conversations with industry experts, renowned thought leaders, and seasoned practitioners who have witnessed firsthand the profound impact of L&D on organizational success. We explore topics such as leadership development, employee training, talent management, and organizational change, offering practical insights and actionable strategies that you can implement immediately. Whether you’re an HR professional, a learning enthusiast, or a business leader passionate abo

Frequently Asked Questions

How long is this episode of Fintech Impact?

This episode is 40 minutes long.

When was this Fintech Impact episode published?

This episode was published on April 28, 2026.

Can I download this Fintech Impact episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!