What Makes Black Diamond Special?
Ryan Alexis, Director of Client Service, talks about how the combination of technology and service at Black Diamond is hard to beat.
Service and Technology Key For Custodians
What should advisors be keeping an eye on? Robb Baldwin, President and CEO of TradePRM, highlights two key areas he believes are important and how T3 is the leading event in the RIA space.
Mitigating Client Behavior through Business Intelligence Analytics
Nick Mancini, Founder and CEO of AdvisorClarity, discusses how their business intelligence platform, providing advisors with real data on their businesses, predictive analysis, and tools to mitigate client's needs and behaviors.
NEXA Insight Founder Cuts Through The Noise Of Client Feedback
Chris Manker, founder of NEXA Insights, explains how his platform provides unbiased insight to advisors by surveying clients and giving feedback of their responses in a focused dashboard.
Cetera Technology Innovation and Strategy
Financial services are very likely to be most impacted from technology. Adam Antoniades, President of Cetera Financial Group discuss how technology navigates through the disruptive trends seen in the market place, the different types of disruptive trends being experienced at this time, and the focus on engagement through new technology.
How Your Life Situation Impacts Your Investment Risk Tolerance
Looking across the board in the risk space, a common realization was that all of the tools focus on preferences alone which changes all the time. Larry Shumbres, Chief Executive Officer of Totum Risk discusses the use of risk capacity for facts and not feelings, updating questionnaires for a better analysis, and how this will effect both the client and advisors as a whole.
Analytics for Engaging Client Presentations
Christophe Gauthron, CEO of Kwanti, explains how visual and interactive portfolio analytics help advisors improve their communication with clients and prospects
Finding Your Company's Niche
In all of us there is a balance between a highly selfish and a altrusitic advisor in order to help grow a business. Joe Elsasser, CFP, RHU, REBC, President of Covisum speaks about how to maintain that balance, the technology tools one could use as leverage and ultimately how to find your niche in the economy.
The Greatest Advice You've Never Heard
From new user experience to the way advisors can improve speaking with clients Aaron Klein, Chief Executive Officer of Riskalyze presents what is new for Riskalyze in this years' T3 Advisors Conference and how important motivating reasoning and selective exposure combined are when it comes to investing.
Risk Questionnaire: The Way to Stay Relatable
Larry Shumbres, CEO of Totum Risk discusses how Totum Risk differentiates itself by adding a multi dimensional scoring questionnaire to allows advisors to be relatable with their clients.
Digital Marketing: Getting Noticed
Too afraid to standout in the digital marketing world? Robert Sofia, Founder and CEO of Snappy Kraken, sits down to discuss the biggest mistakes advisors make, how advisors can step out of their comfort zone and building an audience.
Technology Changing the Way Advisors Help Clients
Wayne Gilpin, Senior VP, Global Partners of Vestmark speaks about technology trends, how technology changes the way advisors deliver services to clients, and the importance of up and coming parternships with Vestmark.