Advisor Conference Testimonials
“I may look like a 62 year old dinosaur, with over 25 years in, but Joel never spoke truer words — ‘if you’re not part of the technology revolution in financial services, your days are numbered.’ I've attended many T3 conferences and always come away joyous that the T3 crew has helped us deeply embrace not only coming tech tools, but also recognizing how to better utilize current ones. With two sons around age 30, in the business with me now, I am very thankful they see Joel and the T3 crew as important to them as he has been to me. Many thanks for all your leadership and guidance!!”
- Greg Garvan, AIF, Founder, Natural Investments, LLC
- Greg Garvan, AIF, Founder, Natural Investments, LLC
“T3 is a great conference to learn about new trends in our industry, and to help advisors really figure out how they can leverage technology to grow, scale, and streamline their business. There are a lot of great technology vendors here – really, advisors that have taken the time out of their business to be here today have focused on, ‘Yes, I’m going to invest in technology and now it’s just a matter of how we combine those parts and pieces’ – and eMoney is pleased to be here to shown how we can help.”
- Jess Liberi, Vice President of Product Management at eMoney Advisor
- Jess Liberi, Vice President of Product Management at eMoney Advisor
“This has been a great conference! This is my third time attending T3, and I always find there’s three things I get out of it: one is that it’s always interesting to find out what’s new in the industry and what some of the new trends are and what’s coming. Two, there’s always an opportunity to get networking with other advisors. I’ve gotten some really great actionable ideas from fellow advisors that have been here at the conference. And the other is access. There are some specific technical challenges we’ve had with some of the software providers that we’ve had and so to be able to actually talk to the developers and the people that are actually involved… this is the one conference where they actually send out ‘the nerds’, so I have access to them and I can get problems solved. So we’ve been very productive with that and that’s been great.”
- Thom Hall, Owner of Thom K. Hall Financial Group
- Thom Hall, Owner of Thom K. Hall Financial Group
“What I like so much about the T3 conference: industry professionals from all over the country come together once or twice a year to meet and talk about the trends and what’s needed in this industry. But also, it’s a chance for companies such as Advicent – one of the leading providers of financial planning technology – to showcase new talent. Today, we got to demonstrate our new collaborative fact-finding tool, some new reporting mechanisms, and other portal technology that you won’t see until T3. So that’s why I love coming here.”
- Anthony Stich, Director of Global Marketing at Advicent Solutions
- Anthony Stich, Director of Global Marketing at Advicent Solutions
“I love coming to T3! Every year, there are always a lot of interesting things to learn. This year’s T3 Advisor Conference highlight was Ian Sheridan’s (of Vestigo Ventures) discussion on big data. Really interesting stuff that he was talking about, and you should definitely check out what they’re doing.”
- Rich Cancro, CEO & Founder of AdvisorEngine
- Rich Cancro, CEO & Founder of AdvisorEngine
“T3 is one of the most important conferences of the year, every year. It brings together all the best vendors in the industry and some of the best advisors in the industry, and for two days, the vendors who are serving these advisors and helping them to serve their clients better get to hear from the advisors on what’s important, what do we need to help them with more so they can help more clients better. And it’s just great – all packed into two days!”
- Steve Ambuul, Vice President of Client Development at Asset-Map, LLC
- Steve Ambuul, Vice President of Client Development at Asset-Map, LLC
“I’m a long-time attendee of this conference, and this is my opportunity to walk the corridors, meet with the architects and engineers of each of these products, and find out what’s coming out now – and more importantly, find out what’s coming out a year from now so that our technology strategy matches up with their technology strategy.”
- David Edwards, President of Heron Financial Group
- David Edwards, President of Heron Financial Group
“T3 is always a great platform to meet other providers, to meet advisors and talk to them about the challenges that they are facing and see how Morningstar can help them. At Morningstar, we want to openly integrate with other partners – especially in aspects that are not close to Morningstar. So it’s a great place to get introduced to new partners and new technologies. We are here every year, and we enjoy participating in this conference.“
- Sirisha Gorjala, Director of Product Management, Advisor Software at Morningstar
- Sirisha Gorjala, Director of Product Management, Advisor Software at Morningstar
“The best part of T3 is that there are so many great partners to meet with and talk with. The media covers all of the announcements really well, so doing lots of great interviews and discussions, and it’s great to talk with advisors and just get their perspective and hear what they’re thinking about. I’ve had no shortage of customers coming up with their product ideas and things I’ll take back to the product team and share with them, so that’s always cool.“
- Aaron Klein, Co-Founder & CEO of Riskalyze
- Aaron Klein, Co-Founder & CEO of Riskalyze
“There’s a ton of energy and interest in technology integration. There are a lot of providers here [at T3] so we’re seeing a lot of interest in not only how to make the integration work, but take full advantage of it - not only for operational efficiency, but to enhance the client experience. We know that advisors are embracing integration. We’ve done studies that show over 50% [of advisors] have taken advantage of integration but they really believe there’s more to be done, and I think advisors are really lucky to come to a venue like this and have that experience to talk about it.”
- Brian Shenson, Vice President of Advisor Technology Solutions at Charles Schwab Advisor Services
- Brian Shenson, Vice President of Advisor Technology Solutions at Charles Schwab Advisor Services
“This is the Super Bowl of the year! At the beginning of the year, I think everyone is looking for a business strategy or roadmap laid out for the rest of the year, and that’s why we see a very diverse group of advisors and vendor communities getting together and sharing best practices and great ideas for the year to come. So we are very excited to be the huge contributor on the discussion of fiduciary practices in the digital age here at T3.“
- Linda Ding, Director of Strategic Marketing at Laserfiche
- Linda Ding, Director of Strategic Marketing at Laserfiche
“The T3 conferences can be both invigorating and exhausting! The first full morning, yesterday, there were so many amazing presentations looking at really, really fresh thinking and great ideas for ways in which technology can be put into practice. I’d certainly urge anybody involved in the financial advice community in the UK, be it leading-edge advisor firms or technology suppliers – they need to come out here and see it. This is my third T3 show and the next one will be the fourth and the one after that will be the fifth. I’m a big fan – it’s really time and money well spent.”
- Ian McKenna, Director at Finance & Technology Research Center and Founder of digitalhealthinsights.com
- Ian McKenna, Director at Finance & Technology Research Center and Founder of digitalhealthinsights.com
“For me, one of the things that has happened consistently with this conference – and I’ve been coming since the beginning – is that Joel does a great job of bringing together not only the older leading technologies and then some of the large custodians, some purveyors of technology in our industry, but we get some of the new and emerging technologies, as well as some of the new entrants. So it’s a great chance to see some of the things that are coming, as well as some of the established players. So that’s a good thing for an advisor to be able to walk around and have in one place. Advisors should consider coming to T3 predominantly because you have, in one place, many of the leading purveyors of technology to our industry, and Joel does a great job of attracting emerging and new technologies. I know for a fact – I know him personally – he goes out and tries to scout out people that are maybe not marketing yet to us in a big way and tries to encourage them early to come here, and I think that’s just a fantastic opportunity to see what’s coming.”
- Greg Friedman, CEO at Private Ocean
- Greg Friedman, CEO at Private Ocean
“T3 has been an industry leading conference for the technology space for years. I know Joel, and I know he does his best to really put on the best show possible. So if you are a breakaway advisor looking to go into the RIA space and want to understand, ‘Okay, what do I need to grow, compete, and succeed in the marketplace?’ This is the place to come to see every vendor, whether it’s portfolio accounting, CRM, financial planning, etc., as well as the custodians: Schwab, TD, Fidelity. To be able to have one home for all of that, to basically soak in the knowledge and understand ‘Okay, what do I need to do to make my practice successful?’ – this is the conference to do it at!”
- Victor Bonilla, Vice President of Strategic Partnerships at Envestnet Tamarac
- Victor Bonilla, Vice President of Strategic Partnerships at Envestnet Tamarac
“I think this conference has been great because we’re seeing over and over again that the number of tools for small advisors continues to expand. The ability to run an efficient and robust practice, despite having sometimes a smaller size, is really at an all time high. And again, the tools and technology that is provided to RIA firms just makes it easier and easier to operate your firm, and we’re happy to kind of be part of that trend. We feel like there’s never been a better time to be an RIA firm… the resources available to you are amazing and for us, we play one small role in that landscape. But for an advisor, the ability to digest and choose some of these best technologies gives them so much scale and bandwidth to operate a very successful firm.
- Will Bressman, CEO of RIA in a Box
- Will Bressman, CEO of RIA in a Box
"T3 Advisor Technology conference is still the best place to keep up on advisor technology! Ultimately, I will admit that it ís still a mystery to me why there aren’t 1,000+ advisors at the T3 Advisor Technology conference, given the depth and breadth of solutions available. I’ve written an article that recaps my big take-aways from the last T3 conference — I hope you will read it, and consider attending in 2018."
- Michael Kitces, Publisher, Nerd's Eye View
- Michael Kitces, Publisher, Nerd's Eye View
"I attend this conference every year; this year, there were more advisors than previously. This is a clear indication of advisors’ desire to understand the fast-moving technology of our industry. I will definitely be there again next year, if anyone wants to set up time to meet me there."
~ Raef Lee, Managing Director, SEI Advisor Network
~ Raef Lee, Managing Director, SEI Advisor Network
"When it comes to seeing what is coming out of the US in the area of automated financial services, one conference is a must: Technology Tools for Today, also known as T3. Across two events – a general adviser show each February and its Enterprise event for large firms in November – it brings together the country’s key players."
- Ian McKenna, Contributor, Money Marketing magazine
- Ian McKenna, Contributor, Money Marketing magazine
“Attend the T3 conference — it’s the financial service world’s equivalent of the Consumer Electronics Show. Pretty much everybody who connects in some way to an advisor’s computer has a booth, so it’s a great place to identify, in one place, the trends in advisor technology.”
~ Bob Veres, Editor / Publisher Inside Information
~ Bob Veres, Editor / Publisher Inside Information
"Many advisors are not spending enough on technology. A good technology spend will promote you whereas too little spent on technology will expose you. For financial advisors interested in staying ahead of the technology curve — and that should really be every one of us — the T3 Advisor Conferences provide a one-stop shopping and learning experience."
~ Barron's Top Advisor Ron Carson, Founder Peak Advisor Alliance
~ Barron's Top Advisor Ron Carson, Founder Peak Advisor Alliance
“The T3 Conferences provide a unique opportunity to not only learn and consider the future of the financial advisory profession but to get up-close-and-personal with some of the leading technologists and innovators in the financial services industry. I know of no other conference that brings together this special slice of professionals and industry intel.”
~ Marie Swift, President and CEO, Impact Communications, Inc.
~ Marie Swift, President and CEO, Impact Communications, Inc.
