The T3 Advisor Conference is right around the corner and, like you, we're gearing up for one of the major financial advisory events of the year. We're looking forward to hearing from some big hitters in the industry, as well as meeting with our clients and partners in the exhibit hall.
In preparation for the conference, we're excited to make two announcements. These will be especially useful to firms looking to purchase new technology or are growing their practice in 2017.
We're Hosting a Pre-Conference Webinar
The topic is, "The Top 5 Mistakes to Avoid When Selecting Technology for Your RIA." In it, you'll learn 3 strategies that eliminate these common mistakes. On top of that, you'll also get the tools and templates to turn that strategy into a reality.
What will you get out of it? A comprehensive plan, backed by time-tested tools, that you can deploy for any technology project from T3 or in the future.
If you're planning on demoing or purchasing software at the conference (or any time this year), this webinar is packed with tips on how to get the best for your firm. Join us Tuesday, February 7 @ 1pm ET/10am PT.
Jo Day is a Presenter at T3 Advisor Conference 2017
Our very own Jo Day, co-founder of Trumpet, Inc., is speaking at one of the Flash Breakout Sessions on Thursday afternoon.
Jo's topic, "Modernizing your technology to grow from 3 to 10 million in revenue," follows the story of our own growth, as well as what technology is needed to support RIA firms to achieve the same.
"Jo Day has proven to be one of the most creative practice management thinkers in the financial planning space." - Bob Veres, Inside Information
Her session begins at 5:20pm in Plaza Terrace ABC.
Even if you won't be attending the conference, we encourage you to register for the webinar. We hope to see the rest of you there!
