We are a few short days away from the 2020 T3 Advisor Conference in (what I hope will be) sunny San Diego.
As I look to the week ahead, I’m sure many of you will be following updates from the conference online—and I will be tweeting like a madman to keep the hot news and updates fresh on your Twitter feed.
There’s a good lineup of content this year, which made it difficult to narrow my list of “must attend” sessions down to five.
But with all that said, these are the 2020 T3 Advisor Conference sessions I can’t wait to see.
In countdown format. (Obviously.)
Wednesday, February 19 at 2:35 pm
Why I’m Excited
Altruist is the new kid on the block as a digital custodian and wealthtech platform. If you’ve been following wealthtech at all, you know there’s a big buzz about them, and it seems to be growing louder each week. Altruist has promised to be a “game changer” for advisor technology and with as many promises as they’re making about replacing the current advisor tech stack with a single solution, there’s also a lot to be proven. Live demos of the platform have been limited so far, but founder Jason Wenk will be showing it the software off on stage in this session. Let’s see what this thing is all about.
Wednesday, February 19 at 11:20 am
You literally can’t go anywhere without hearing about how financial planning is overtaking investment management as the core value proposition of an independent financial advisor. I’ve probably read that exact sentence about 10,000 times over the last couple months. But with that said, a lot of the advisors I chat with “do” financial planning, but don’t have a repeatable process that they use with each client. For that reason, I’m looking forward to hearing from NaviPlan about how to change and develop that planning process. I think it’s an important conversation to be part of right now.
Tuesday, February 18 at 10:35 am
The presenters (Dylan Mahler and George Svagera) are two guys I’ve known for a long time, and two of my friends. So admittedly…I have a bit of bias here. But the title of this session alone is intriguing enough to max out the audience attendance. “Back to scratch”? Orion is a company that has been making a lot of moves over the past few years and from the sounds of it, they’ve got something exciting to drop at T3 this year.
Wednesday, February 19 at 3:10 pm
Twenty Over Ten, and specifically their CMO Samatha Russell, have been one of the leaders in giving out marketing advice for advisors for a while now (and they make nice websites). In this session, they’re taking the wraps off Lead Pilot, their new marketing automation platform built just for advisory firms. There are a lot of marketing automation platforms out there now from companies like Hubspot and Mailchimp, but the complaint I hear from advisors is they’re either too expensive or too complicated to set up without a consultant or full-time staff member to manage them. I’m going to be checking out Lead Pilot with a keen eye on its usability.
Tuesday, February 18 at 5:15 pm
It’s no secret that financial services conferences are primarily manel-driven events—e.g. most panels are full of dudes. Sometimes, even the panels about topics like women in finance or diversity are made up of just white males. Which is really pretty weird, if you think about it. So it’s nice to get different perspectives on stage from an all-woman panel like this one. Some of the most influential women in wealthtech will get together to talk tech trends, and I know it’s going to be an enlightening and challenging hour.
Monday, February 17 at 1:45 pm
A shameless little reminder here for you—during breaks and reception hours, I’ll be co-running the T3 Social Cam with Impact Communication’s Jonny Swift. We’ll be stationed at the AdvisorEngine booth in the Exhibit Hall. And, AdvisorEngine is even sponsoring a whiskey tasting on Tuesday—so obviously, we’ve got to highlight the good things they’re doing at T3. There are so many tech-focused sessions at T3 (which makes sense, because it’s a trade show) and because of that, I’m looking forward to hearing Rich get into disrupting the practice management side of an advisory business and talk about the “change mindset” advisors need to adopt.
And remember, I’ll be in the yellow jeans so I’m easy to spot. Come say hi if you see me!
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Featured Image: Photo by Jeremy Bishop on Unsplash
I’ve worked in the financial services industry for many years, and articles may at times contain references to either past or current clients.