Thread by @gspitzner

Reviewing the @t3techhub #T32020 agenda starting tomorrow and @FinTechie and team have outdone themselves pulling together an amazing speaker roster and sessions on what's next in #AdviceTech.

Some sessions I'm particularly looking forward to...

1/9

aimmeetings.eventsair.com/2020-t3-adviso…

Monday

- @AdvisorEngine CEO Rich Cancro on the Change Hyper Cycle
- @Riskalyze @DrewDiMarino on Fearless Investing
- @Timeline_Tech on Retirement Distribution / New UX
- @Fidelity4BD_RIA Mapping Your Future w/ Tricia Haskins

2/9

Tuesday

- Summit Wealth launch
- @ENVMoneyGuide on removing barriers to planning w/ Kevin Hughes
- @Schwab4RIAs on digitally-enabled advisor
- @orionadvisor reimagining advisor xp
- @inventwithus on cloud-native wealth mgmt strategy
- @lifeyield strategies to boost outcomes

3/9

Tuesday (cont'd)

- @CarsonGroupLLC @AK_Rogers on Marketing & CX
- @ENVCrager on the Human Element
- Craft Beer Tasting (got to stay hydrated)
- @United_Capital #FinLifeCX update w/ @jason_gordo
- @SnappyKraken Marketing Hacked w/ @robertsofia

4/9

Tuesday (cont'd)

- Tech Innovation panel w/ @suzsiracuse, @oros_bob and @DynastyFP CEO Shirl Penney
- Choosing Right Tech Super Session moderated by @FinTechie
- Women Leaders in #WealthTech w/ Lisa Burns, @DaniFava_TDA, @suzsiracuse, Christina Townsend, Lauren Wilkinson

5/9

Wednesday

- Client engagement w/ @ycharts, @sjaycoulter, @ryanWneal, @DefineFinancial
- @TDA4advisors super session
- Intersection tech/service w/ @RobustWealth
- When Tech leads to Trouble w/ @HDelux
- @Advicent super session w/ @BurmeisterTom

6/9

Weds (cont'd)

- Tech Survey results from @FinTechie & @BobVeres
- @Addepar on modern tech stack
- @altruistcorp coming out party demo by @jasonwenk
- Digital Referrals from @twentyoverten
- @Skience on #CX transformation w/ @gladman22

7/9

Weds (cont'd)

- @AppriseLabs coming out party w/ Edmond Walters
- @d1g1twealth on wealth advisory lifecycle

Thursday

- @FinMasonInc on tools to explain advice better
- @blackrock Aladdin on creating a-ha moments w/ clients
- @FusionIq on digital platforms

8/9

Thurs (cont'd)

- @PortPathway @PortPathway_AV on aggregated WM biz model
- @get_benjamin CEO @mattreiner on winning battle against fee compression
- @CambridgeIBD CTO @nickgraham on digital transformation

9/9

@PortPathway @PortPathway_AV @get_benjamin @mattreiner @CambridgeIBD @NickGraham @threadreaderapp unroll thread