It was my first T3 Technology Conference – the leading technology conference in the financial services industry – and I walked away very impressed with all of the different technology solutions available to advisors. Certainly, there are near-term technology initiatives for our firm that I have on my plate, but the conference opened our eyes to other things that we didn't even know we might be interested in.
At Blue Chip Partners, technology allows us to increase operational efficiencies and streamline workflows so that we can better focus on serving our clients – which is why it was so important we attend this conference and stay up to date on the latest and greatest software solutions in our space.
In addition to checking out technology providers, cruising through the exhibit hall, and attending educational sessions led by other industry leaders, both Robert and I had the pleasure of participating in multiple interviews and media opportunities with industry publications.
In this video interview with Wealth Solutions Report, I shared more about my biggest highlights and takeaways from the #T32023 conference and how it has helped me determine what technology solutions to utilize at our firm.
In addition, I was happy to be interviewed for a WealthManagement.com TV segment sharing what advisors truly want from their tech, for the conference podcast, and on the T3 Social Cam, where I discussed what I enjoyed about my first T3 Conference, as well as how we use technology in our practice to work smarter, more optimally, and more efficiently.
Robert also enjoyed the conference and was eager to roam the exhibit hall for potential technology solutions. He had the pleasure of being interviewed for the popular SwiftChats podcast series (coming soon) and SwiftCam conference video series, as well as for an Action! Magazine video segment (coming soon), discussing the firm culture at Blue Chip Partners and how we’ve grown over the years – of course weaving in how technology has contributed to that growth.
Follow our LinkedIn page to see more photos from the conference and stay up to date on more media coverage coming out of the conference, as well as other insights and educational articles and videos. We’re actively considering new technology solutions that will allow us to better serve our clients, and we’re already looking forward to next year’s conference!