2019 brought the16th T3 Advisor Conference to the Denton (Dallas), Texas Convention Center. Advisors who participated were privy to timely information and insights on how to build a more efficient and profitable business. Produced by FinTech expert, Joel Bruckenstein and friends on an annual basis, the T3 Advisor Conference has become the leading practice management and technology conference for independent and hybrid financial advisors.
Current and prospective clients expect a modern, collaborative experience. If advisors are not thinking ahead and living up to the clients’ expectations, they may be losing business to competitors who have carefully tailored their firm’s service delivery using the best digital tools to not only reassure but impress and even delight. Bottom line: The right technology can help advisors attract and retain the right clients, bond with strategic partners, and create a more seamless process.
Here is a recap of all the news and announcements, as seen in Financial Advisor magazine, February 2019: