Important Info on T3 in Tampa

Here with some important updates about the upcoming T3 Conference in Tampa.

1.    If you haven’t registered yet, now is the time to get that done.
 
We are planning for our biggest and best year yet, so please feel free to share the discount code shown in the banner above with anyone who still needs to register.
 
The best place to find the latest and greatest is on the T3 News & Updates page, which is where you will find info on:
 
-       How to submit a news release or byline article to the T3 Tech Hub
-       Podcast and video episodes that pull back the curtain on #T32023
-       The 2023 T3 social media contest

2.    We have just booked a bunch of new and exciting speakers – three of which, I’ll spotlight below:

Mark Hurley, founder of Undiscovered Managers, will be joining us to discuss his controversial white paper on cybersecurity and the opportunity it presents to advisors.

Dan Moisand, CFP®, Senior Financial Advisor at Moisand Fitzgerald Tamayo, and newly appointed Chair of the CFP Board, will be speaking on CFP® Competency Standards and Professional Ethics.

Clint Arthur, Owner, Celebrity Entrepreneur, will be speaking on gaining an unfair competitive advantage through authority and credibility marketing.

We are so blessed as the list of amazing speakers and sessions just keeps growing and growing. We have more speakers raising their hands than we have space on the agenda. But we are doing our best to work in as many as we can, as fast as we can.
 
Who should attend T3 this year?

1. Financial services executives who support financial advisors 
2. Financial advisors who work directly with clients
3. FinTech developers and architects who are in the trenches innovating on a daily basis
4. Investors or potential investors in RIA firms and WealthTech firms
5. Industry analysts and consultants

See All Featured Speakers

​3.     Make sure you have your hotel locked in right.
 
There are no rooms available at the JW Marriott or the Marriott Water Street in downtown Tampa. However, we were able to secure a new block of rooms at preferred prices at the Embassy Suites (just a short walk in what should be nice Florida weather).
 
Are you sure you have your hotel and travel locked-in correctly? We are concerned that some are not clear on the conference timeline. You'll want to arrive on Sunday, March 12th so you’ll be ready to hit the ground running at 8:00am ET Monday morning.

We hope you'll stay all the way through to Thursday morning so you don't miss the big FinTech party happening Wednesday night.
​
There will be CE sessions on Thursday for those who want to stay the ½ day for those.

Register + Book Your Rooms

4.     There’s may still time to make your voice heard!
 
If you haven’t yet, please take 14 minutes (the average time spent) to complete the T3 / Inside Information annual Software Survey, giving your 1-10 rating of the elements of your tech stack.  We’re going to shut the survey down in the middle of the month, and we want to collect as many responses as possible.
 
Your responses will help shape the future of financial advisor technology. Bob Veres and I will be presenting the initial findings live at the T3 Conference this year.

Financial Advisor Tech Survey

If you are a financial services executive at a custodian, broker/dealer, bank, or insurance company, we have a special survey just for you. The T3 / Incedo Data Readiness Assessment survey results will also be presented live by Nitin Seth and the Incedo team live at the T3 Conference this year. To request an invitation to participate

Financial Enterprise Tech Survey

See you all in sunny Tampa!