Insights and Industry Leader Interviews From the T3 Technology Conference

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:

1. Phil Cunningham, CEO of Advicent
2. Kevin Knull, – President of PIETech Inc., the creators of MoneyGuidePro
3. Drew DiMarino, Head of Sales for eMoney
4. Greg Friedman, CEO of Junxure, CEO of a top RIA called Private Ocean, and author of Advisory Leadership:
5. Kevin Cimring, CEO of Invesco Jemstep, and Josh Self, Envision Wealth Planning
6. Greg Sauer, – Business Development at Oranj