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 Intro01:23 Craig’s Origin Story02:51 Tech Change Goes Exponential04:31 AI Hype Versus Reality08:03 Regulated Industry Limits09:28 Buy Versus Build Returns10:01 Hidden Costs of Building15:43 When Building Makes Sense18:22 Super Apps and All-in-One20:01 Integration Friction Problem20:43 Integration Reality Check22:48 AI And Vendor Shifts26:51 Note Takers Threaten CRMs29:19 Build Versus Buy Limits30:49 Tech Spend And Stack Strategy32:13 Optimize Before Replacing34:53 Wishes Hiring And Motivation39:35 Wrap Up And CreditsResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorEzra GroupLinkedIn - Craig Iskowitz’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.