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 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: Jason Pereira's Facebook - https://www.facebook.com/jason.pereira Jason Pereira's LinkedIn - https://www.linkedin.com/in/pereirajm/ Sponsor - http://Woodgate.com Ezra Group - https://ezragroup.com/ Craig Iskowitz’s LinkedIn - https://www.linkedin.com/in/craigiskowitz/