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
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.
Integration and Collaboration Kicking Financial Technology to the Next Level
With client expectation rising even faster as technology advances, the industry is finding better ways to meet as many expectation as possible. Joel Bruckenstein talks about how to provide great client experiences, to create new development hubs and the key takeaways of the T3 conference.
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.
Best Practices and Key Points for Broker Dealers to Better Protect Financial Advisors
When it comes retirement of advisors, one of the difficulties is retaining those accounts and asset that have been transferred over. Sigma Financial's Chief Technology Officer, Terry Delongchamp, sits down to discuss the key takeaways of Broker-Dealer discussion and how important it is to retain accounts and assets that are handed down from retired advisors.
Intelligence vs. Motivation: Future Outlook of Technology
With multiple sensitive topics and subjects spoken at the conference, Bob Verse, Owner and Commentator for Inside Information gives his intake on the matters. As broker-dealer protocol are breaking down and large companies are leaving, the window of opportunity to recruit workers is over. Bob also speaks about how financial planner will be regulated as long as there is fraud in business, the importance of protecting people from cybersecurity and how AI at this time may be too early to meet our needs and promises.
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.
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.
More Than A Technology Vendor
CEO Eric Clarke shares how Orion's concept behind Ascent 2018 is to have Advisors leave the Conference with strategies and goals to help increase business proficiency while also improving client relationships.
Evolving Advisor Services in a Changing Market
United Capital Founder and CEO Joe Duran elaborates on how advisors can stay competitive even when markets aren’t rising.
Using the Risk Number In Client Engagement
Managing Director of Enterprise Solutions Riskanalyze, explains how his firm’s partnership with Orion has expanded advisor’s accessibility of the risk number.
Taking Advantage of Tech Integration
Redtail Technology trainer Rick Williamson discusses how new technology is being developed for advisors, and why they should be taking advantage.