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.
Five Things You Can Do to Increase the Productivity of Your Business
Christopher Giles, CIO at Chalice Financial Network explores the most impactful trends currently affecting the small to mid-size independent advisor’s business, and provides actionable items entrepreneurs can do today to leverage these trends and scale. Watch his session from the 2019 T3 Conference in Denton, TX and discover the power of membership and community, as well as the convenience of the only membership-based organization built for the independent financial advisor.
Driving Technology Forward: Bringing Advisor and Client Closer Together
Bringing real data that in a way is both simple and easy for the client to understand has always been one of the main goals in the financial industry. John Heinen, Chief Technology Officer of Advicent talks about how the company's technology is advancing to bring the advisor; client relationship closer together, helping to solve problems and address needs of advisors by providing them tools to drive real value over to the clients.
Technical Controls and Oversight Security Join Together for One Great Product
Knowing that the internet can be a dangerous place, taking precautions and being proactive is the best way to fight back attacks. Justin Kapa, VP, Solution and Security of OS33 talks through the merger of two firms, allowing for both technical controls and oversight security in one product to better maintain compliance and data security.
MoneyGuidePro Takes on Financial Planning Industry Challenges
MoneyGuidePro Chief Growth Officer Kevin Hughes discusses company news, including the upcoming Blocks product and recently launched G5 update, as well as how the company is addressing challenges in the financial planning industry during the 2018 T3 Enterprise Conference.
Entrepreneur Spirit Going RIA
Movement in the RIA space has never been bigger until now. CEO of TradePMR, Robb Baldwin talks through how far TradePMR has come and the importance of having an entrepreneur spirit in this space.
Round Table Discussion: 2019 Plans and Risk Outlook
Geoffrey Moore, VP Information Technology of Valmark Financial Group talks through the key takeaways of the t3 Conference from 2019 plans and risk management at the round table to the expansion of a client portal.
AI – How it Helps to Empower Advisors
With the progression of AI, advisors are now given the opportunity to use this technology to assist them in when to speak with a client, about what topic and how. Robert Kirk, Founder & CEO of InterGen Data, Inc. sits down to discuss the importance of this advance technology created to help clients understand when they are going to have important life events occur, what they are and how much of a financial impact it will have. advisors know what they can do to help and assist their clients.