Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial
Swift Chats in the Financial Services Industry
Release Date: 02/14/2024
Reimagining Wealth Management with 'Total Wealth' Planning and Investing with Jeff Coyle
Swift Chats in the Financial Services Industry
In this Swift Chat episode, speaks with , Founder and CEO of , about how his wealthtech platform is transforming the financial planning landscape by utilizing a 'total wealth' approach to lifecycle planning and investing. Coyle explains how Libretto enables advisors to move beyond traditional tools like risk questionnaires and Monte Carlo simulations by offering a unified, holistic approach to wealth management. The conversation explores Libretto’s origins in serving ultra-affluent families and its mission to democratize advanced planning techniques for clients at all wealth levels....
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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1
Swift Chats in the Financial Services Industry
If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening podcast series, recorded live at the bustling T3 Podcast Station. In this special three-part podcast, hosted by of and guest host of , listeners are treated to front-row access to the conversations that matter most in wealthtech today....
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Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP®
Swift Chats in the Financial Services Industry
In this Swift Chat episode, speaks with , President of , a cutting-edge IRS account monitoring and tax data platform designed for financial professionals and the clients they serve, about how this innovative fintech solution is helping financial advisors enhance client services through seamless integration with IRS data. Knull shares how TaxStatus enables continuous monitoring of client activities, providing real-time notifications on new filings and offering advanced analysis capabilities that help advisors prevent tax fraud and improve the financial advice they provide. The...
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AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, speaks with , founder of , a leading consultancy for the wealth management industry. Their leadership position includes identifying, reviewing, and discussing new technologies and capabilities for the wealth management industry. The Oasis Group offers award-winning consulting services, industry-leading research, and compelling on-demand training for wealth management firms and the service providers who serve the wealth management industry. Wealth management firms can unlock new levels of efficiency, personalization, and client engagement by adopting AI. John...
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Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, Jonny Swift speaks with , founder of , a marketing partner to some of the fastest-growing financial advisory and retirement planning firms in the USA, about transforming financial advisor marketing through precision-engineered video ads. Khassa explains his approach to helping advisors capture more clients by creating highly targeted, short video ads on Facebook and Instagram that replace the traditional, slower webinar funnels. By focusing on the "speed to lead" principle, his strategy significantly reduces lead loss, offering clients immediate access to...
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Unlocking Behavioral Finance - Insights from A Wealth of Well-Being with Meir Statman
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, speaks with , Professor of Finance at the , to discuss the field of behavioral finance. Renowned for his research, Meir Statman has recently authored a new book called "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance," which offers profound insights into the psychological underpinnings of financial decisions and their broader implications for personal well-being. Statman delves into the core themes of the book, unraveling how our emotions and cognitive biases shape our financial behaviors in ways that often defy traditional economic theories....
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Unlocking Success with Passion, Partnerships, and Positive Mindset with Derrick Kinney
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, speaks with , Best-Selling Book Author, Keynote Speaker, and Host of the Good Money podcast, to unpack the secrets behind his success and the strategies that have helped countless individuals achieve financial freedom. He also shares advice for financial advisors who might be looking to emulate his success in building a multi-million dollar financial advisory business then selling it a few years ago to focus on what he calls "Derrick 2.0" wherein he now has more time to focus on coaching/mentoring other advisors, and addressing groups of financial advisors at...
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Unveiling Extraordinary Lives with Jane Wollman Rusoff
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, Marie Swift speaks with , Contributing Editor with and a two-time AZBEE award winner from the American Society of Business Publication Editors. Jane's career journey is as diverse as it is fascinating. From delving into consumer electronics during the tech revolution to interviewing some of the biggest names in entertainment, Jane's experience spans multiple industries. She shares anecdotes from her interviews with iconic figures like Dustin Hoffman, John Bogle, Ray Charles, Steve Allen, and William Shatner, giving us a glimpse into their lives beyond the...
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Leadership Is What You Do with Steve Atkinson
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, Marie Swift speaks with , Speaker, Leadership Coach, and Growth Expert with . The conversation delves into the realm of leadership and its practical applications in the financial advisory world. Steve shares insights and anecdotes that shed light on what it means to be an effective leader. He emphasizes the idea that leadership is not merely a title or a position but rather a set of behaviors and choices that anyone can adopt. Throughout the discussion, Steve highlights the importance of credibility, feedback, and the creation of a team of...
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T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part II
Swift Chats in the Financial Services Industry
Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by , at the 2024 Advisor Conference - which also celebrated the event's 20th anniversary. Host chats with conference speakers, industry thought leaders, and advisors about what's hot and happening at #T32024. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall - and all the celebrations in between - hear the biggest takeaways and insights from: of of of of of of of of
info_outlineIn this special episode of "Hot and Happening at T3 2024", recorded live at the 2024 T3 Technology Tools for Today conference, Marie Swift leads an insightful conversation with Gary Carrai, CFA, Executive Vice President of Advisor Business Strategy at LPL Financial, the nation’s largest independent broker-dealer serving independent financial advisors and financial institutions - providing technology, research, clearing and compliance services, and practice management programs to advisors looking to create and grow thriving practices. The discussion delves into the dynamic landscape of wealth management technology, with Gary providing valuable insights into the industry's evolution and the innovative solutions being developed at LPL Financial.
Gary emphasizes the pivotal role of data in driving actionable insights and enhancing advisor-client interactions. He underscores LPL's advisor-centric approach, commitment to innovation, and focus on delivering comprehensive data analytics capabilities, coupled with proactive notifications to empower advisors in making informed decisions. Tune in to discover how LPL Financial is at the forefront of driving innovation to empower advisors and enhance client outcomes.