This is a jam-packed episode filled with my takeaways from the T3 Technology Conference as well as interview clips from six industry leaders. I cover four themes that emerged from the conference including: enhancing the client experience, offering a client portal, delivering a quality financial planning offering, and using big data to make better business decisions and personalize the client experience.
In today's show, you'll hear from:
Phil Cunningham, CEO of Advicent Kevin Knull, – President of PIETech Inc., the creators of MoneyGuidePro Drew DiMarino, Head of Sales for eMoney Greg Friedman, CEO of Junxure, CEO of a top RIA called Private Ocean, and author of Advisory Leadership: Kevin Cimring, CEO of Invesco Jemstep, and Josh Self, Envision Wealth Planning Greg Sauer, – Business Development at Oranj