"Quarantine day 6: Went to this restaurant called The Kitchen. You have to gather all the ingredients and make your own meal. I have no clue how this place is still in business."

-- @mommajessiec

For those of you who are still emerging from lockdown, we've included some carefully curated content to help get you through the weekend.

Stay safe,



The number of solutions in this category keeps growing every year with seemingly no end in sight. It's a veritable cornucopia of options. Every year I say that we've got enough vendors in this space and we're ripe for some consolidation. But it doesn't happen and then more new products appear!

How all of these vendors can make make enough profit to stay in business?

We've seen so many webinars since the pandemic began that "Zoom Fatigue" has become a trending term. But I believe that the majority of us are enjoying the remote discussions and savoring the free time that has been gifted to us from not having to commute to an office or fly across country to attend a conference.

I covered the previous two sessions in this webinar series and they were some of our most viewed posts this year:

So, it seemed only logical to jump in on the third episode and see what nuggets of wisdom would be shared.  I wasn't disappointed.  And you won't be either!


As Head of Digital Assets, Sunayna Tuteja is responsible for building a scalable blockchain and crypto practice within TD Ameritrade.

This rapidly growing practice is inclusive of partnerships, investments and products to harness the growing power of distributed ledger technology. Prior to this position, Sunayna launched a strategic partnerships & frontier tech practice at TD Ameritrade, inclusive of leading an entrepreneurial “tiger team” to build the next generation of products, experiences and business models needed to break down barriers to investing and engage more people on the platforms they use every day.


After 15 years working for insurers and financial advice businesses, fintech columnist and financial services futurist Ian McKenna founded FTRC, a specialist consultancy which focuses on the operational key issues around the distribution medium and long terms savings vehicles, other packaged financial products and the supporting technology. FTRC produces a range of information services including AdviserSoftware.com and 

Ian is ranked one of the top 100 influencers in wealth management globally, and has been researching fintech since before the term was coined.


Podcasts I'm Listening To:

I thought I would share a few non-wealth, non-fintech podcasts with you, since I expect everyone is going to have a lot more time on their hands and could use some distractions from work and the news!


If you've ever wanted to know about the collapse of the Easter Island civilization, satanism, nuclear forensics, giraffes, or how the Antikythera Mechanism works, look no further - Josh and Chuck have you covered. 

Join Josh Clark and Chuck Bryan as they get to the bottom of weird questions like how Twinkies work, or if zombies exist in a unique combo of education and entertainment.




Called "The Average Consumer's Guide to Cryptocurrency," Crypto101 is already past their 300th episode, so they're not covering the basics of crypto anymore. But there is still a tremendous amount to learn as the hosts talk about the latest news and interview the people making the news.

Hosts Bryce Paul and Aaron Malone are industry recognized cryptocurrency experts and share their experience and knowledge in all aspects of this dynamic space.




Craig is currently accepting invitations to speak at in-person (if possible) & virtual events in 2020.
Please send inquires to elana@ezragroupllc.com


About Ezra Group Consulting

Craig Iskowitz founded Ezra Group in 2005 to provide unbiased advice on technology, business and marketing strategy to wealth managers, TAMPs and fintech providers. Our areas of expertise include:

  • Fee-based Advisory Platform Implementation & Optimization 
  • Competitive & Market Analysis 
  • RFP's & Vendor Selection 
  • Target Operating Models
  • Original Content Development

We can be reached at consulting@ezragroupllc.com

Please contact our content development team at elana@ezragroupllc.com



Copyright © 2015 Ezra Group, LLC, All rights reserved.


1346 How Lane • North Brunswick, NJ 08901 • United States • Click here to unsubscribe.