Craig Iskowitz
@craigiskowitz
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CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Cherry Hill, NJ
Joined April 2009
When to hire? For many firms, a CSA around 30–40 clients or ~$200K–$300K revenue—before you hit the capacity wall. Use people to clear admin; deploy tech to delight clients. (5/6)
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Revenue impact is big: unsupported solos median ≈$182.5K vs $500K+ with support; at the 75th percentile ≈$350K vs ≈$900K. Leverage matters more than logins. (4/6)
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Tech alone isn’t a reliable time-saver. Adoption of “efficiency” tools doesn’t consistently shrink admin time or raise wellbeing. The ROI shows up when tech enhances advice & client experience. (3/6)
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Admin time drops as support is added: solo seniors with no help spend ~8.6% on admin; .first hire cuts it to ~7.4%; a second hire ~5.9%. Wellbeing improves alongside it. (2/6)
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New Kitces Research: Teams beat tech at killing admin work. If you’re trying to automate away your pile of tasks, the smarter first move is usually a human hire; then aim tech at client value, not paperwork. (1/6)
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RT @koshercockney: Poetic justice. Celtic, one of the most “Anti-Israel” clubs in Europe, just got Eliminated from the Champions League pl….
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Tyranny in progress!.
HOME RULE: Democrats are livid that National Guard troops deployed to protect DC residents are picking up trash during their shifts. They’re calling it tyranny.
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as if I needed another reason not to watch the WNBA.
Vile ntisemitic posts from WNBA NY Liberty player Natasha Cloud: .- claims AIPAC controls the U.S. - compares the Jewish right to self determination (i.e. Zionism) to the KKK .- claims Israel has been raping Palestinian women for 75 years . Cloud's behavior is abhorrent to
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RT @EricLDaugh: 🚨 BREAKING: A woman in Chicago's response to this CNN reporter is currently shocking Democrats, because their messaging has….
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RT @chalavyishmael: 🚨 Philadelphia: CAIR-Philadelphia is now “partnering” with city schools to promote “inclusive education.”. Among its of….
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but the UN told me there's a famine in Gaza.
Two days ago, a Gazan girl filmed Gaza’s busy markets, complaining about expensive goods. The UN warns of a “man-made” shortage — but the reality, seen in Gazans’ own posts, is that Kamas and traders are the ones making it "man-made".
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RT @2aHistory: @GovPritzker "Illinois has long worked . to tackle crime" ?????. Then you absolutely SUCK at it, and it's time for grownups….
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RT @chalavyishmael: Yemen has been labeled the world's worst humanitarian crisis, with over 130,000 indirect deaths from hunger and related….
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RT @MaxNordau: They have to blame 9/11 on Israel because the alternative would require them to admit that the Palestinian Arabs were the mo….
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RT @Terror_Alarm: 🚨🇮🇱🇮🇷 The Israeli Mossad hacked into Tehran's hijab control cameras, using them to track terrorists for a year. Here's t….
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