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
LinkedIn - Craig Iskowitz’s LinkedIn
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