“Never be so busy as not to think of others.” 

― Mother Teresa, The Joy in Loving: A Guide to Daily Living

When people ask me how I'm doing, I used to say, "Great! I'm really busy."  But being busy alone isn't an indicator of whether you're effective at your job or if you're taking enough time to think about the right things to work on. 

Now, instead of busy I say, "I'm fully engaged".  I'm more focused on what iI'm doing day to day and minute by minute because the time is the universal currency.  How can I maximize my output while minimizing the time it takes to do it?

Online conferences and webinars are a fantastic opportunity to gain some industry knowledge without leaving the comfort of your (home) office.

  • Riskalyze FearlessWeek (Aug 12) - I'm a big fan of these guys and have attended their conferences since they began.  This yea, I'll be moderating a virtual panel called "Investing Innovations: Building Your Tech Stack" at 11:00 ET.
  • AdviceTech.LIVE (Aug 27) - This is a brand new event launched by Adam Holt, CEO of Asset-Map and I'm on the advisory board to help make it a success right out of the gate. I'm moderating a panel of portfolio management vendors that you don't want to miss. 50% of all ticket revenue will go to the Center for Financial Planning Diversity and Inclusion Initiative.

Stay Engaged,



I recently sat down with Doug Fritz, founder of F2 Strategy consulting, to discuss some of the terrific ideas and insights from a recent webinar he hosted called, “Delivering Actionable Insights: How Wealth Managers Can Leverage Technology and Data to Meet Client Demands”. Fritz interviewed Alex Perovic, Head of Strategic Initiatives & Digital at RBC Wealth Management. This event was in conjunction WealthManagement.com.


“Technology goes beyond mere tool making; it is a process of creating ever more powerful technology using the tools from the previous round of innovation.”
— Ray Kurzweil, American Futurist

Wealthtech vendors are discovering that even if they become experts in trading and rebalancing, a robust order management system (OMS) is required. A vendor with well-documented and flexible APIs can be the difference between success and failure of an OMS implementation. 


Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, LLC, and a thought leader in the field of Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing. 

He deeply believes that the migration of investor capital towards ESG investments is one of the most effective ways to help realize the UN's Sustainable Development Goals (SDGs) and he is committed to helping investors and financial professionals navigate the ESG landscape.


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.


Anders Jones is the co-founder and CEO of Facet Wealth. Prior to Facet, Anders was a founding partner at Argyle Ventures. Argyle invests in emerging startup markets, with a focus on advertising technology, financial technology, and healthcare IT. Prior to Argyle, Anders was on the early team at LiveRamp (acquired by Acxiom for $310 million), and has been involved as an investor or advisor in many other startups in Silicon Valley.

Anders’ thought leadership has been featured in Barron’s, Inc., Business Insider, CNBC Nightly Business Report, Yahoo! Finance and other national media.




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 
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We can be reached at consulting@ezragroupllc.com

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



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