by Kristen Schmidt | Jun 24, 2019 | Blog
I am a Tech Strategist. It’s true because it’s listed within my LinkedIn headline. While on the phone with my amazing consultant friend, I mentioned that I am doing a lot more tech talking and a little less tech implementing. “Our industry needs Technology...
by Kristen Schmidt | Jun 24, 2019 | Blog
Craig Iskowitz Founder & CEO of Ezra Group Strategy Consultant in Wealth Management & Industry Thought Leader How can Ezra Group help? Ezra Group is a strategy consultancy that delivers innovative advice to firms in the #fintech and #wealthtech spaces. Our...
by Kristen Schmidt | Mar 5, 2019 | Blog
Everyone has been there. The annual industry conferences. A time to soak it all in. The educational sessions, the community camaraderie, the inspiring keynote speeches. The coliseum of tech vendors where rows of system demos and sales people seem to be...
by Kristen Schmidt | Dec 17, 2018 | Blog
Advisors & Planners are always looking for new ways to demonstrate the value they bring to client relationships. The Problem: Advisors & Planners assume that a client’s AUM defines the service they deserve. Just because a client has high AUM doesn’t...
by Kristen Schmidt | Sep 12, 2018 | Blog
Believe it or not, Don’t Sweat the Small Stuff and the book series that followed, recently turned 20 years old! It was a simple yet relatable concept at a time we needed the reminder - stop worrying about the little things. Then the authors broke the news…it’s all...
