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
Insurance Insights for Better Wealth Defense with Meaghan Dowd
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, Marie Swift speaks with , Director of Insurance at , focusing on insurance planning and risk management for financial advisors, abut gaps in personal insurance coverage, such as issues with replacement cost, young drivers, and lifestyle factors like renovations or owning rental properties, that advisors often overlook when reviewing client needs. Dowd explains how Holistiplan’s risk management and insurance review tool goes beyond typical tax planning, offering a thorough needs analysis for any client, from renters to high-net-worth individuals. The...
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Harnessing Technology and Analytics for Smarter Investing with Intervallum with Alan Thomson
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, Marie Swift speaks with , Founder and Chief Architect of , which specializes in innovative investment solutions, particularly through their flagship product, the CrestCast™ Macro-Aware US Factor Rotation Index, to discuss insights on the future of portfolio management, focusing on access, personalization, tax optimization, and systematic approaches that adapt to real-time macro risk. Thomson introduces CrestCast™, Intervallum's flagship innovation, representing the next evolution of investing – Passive 3.0 – which combines macro regime...
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How Technology is Shaping Wealth Management with Michael Rose
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, Marie Swift speaks with , Director of Wealth Management Research at , a leading global research, consulting, and analytics firm specializing in asset management, wealth management, and financial services, to discuss Cerulli’s 117-page 2025 study on U.S. wealth management technology, zeroing in on how digital tools are transforming the independent advisory space and service delivery for both clients and advisors. Rose dives deep into the evolving landscape of wealth management technology and its impact on financial advisors and shares insights from...
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Empowering Advisors to Solve Estate Planning Pain Points with Matt Morris
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, speaks with , CEO and co-founder of , a comprehensive, customizable estate planning and trust funding platform that empowers financial advisors to efficiently create, update, and fund estate plans for their clients, all backed by expert legal review and support—without requiring a subscription or direct-to-consumer access, for an in-depth conversation on how financial advisors can fundamentally elevate their client relationships through proactive, advisor-led estate planning. Drawing from personal experience, Morris shares how the lack of an estate plan...
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Reclaim Time, Reduce Stress, and Reshape Your Business with Claire Alexander
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, Marie Swift speaks with , founder of , an operations and growth platform designed to help service-based businesses, particularly financial advisors, transform big visions into high-functioning businesses. Claire shares her journey from working in administrative roles to building and leading complex wealth management firms, culminating in the creation of her 10-week operational transformation program. Designed to help professionals, such as financial advisors, CPAs, attorneys, real estate agents, insurance professionals, and trusted consultants, The Arch’s...
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Less Polish, More Presence – The New Formula for Social Media Success with Andy Wang
Swift Chats in the Financial Services Industry
In this Swift Chats episode, speaks with , Managing Partner at , host of the Inspired Money podcast, and a LinkedIn Top Voice, to explore how he has strategically leveraged LinkedIn to grow his following, build authentic connections, and generate business opportunities, all while staying grounded in his mission of helping others. Wang shares the evolution of his LinkedIn presence, from posting blog links in 2016 to becoming an early participant in LinkedIn's Creator Program and Accelerator. With over 18,000 followers and millions of video views, he explains how short-form, vertical video has...
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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 3
Swift Chats in the Financial Services Industry
If there’s one thing that rings true year after year, it’s this: the 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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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 2
Swift Chats in the Financial Services Industry
If there’s one thing that rings true year after year, it’s this: the 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. From...
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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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Real-World Lessons in Succession Planning and Resilience with Leigh White, CEPA®
Swift Chats in the Financial Services Industry
In this Swift Chat conversation, welcomes Founder and CTO of , which provides comprehensive business consulting and operational support services to financial advisors and entrepreneurs, for a candid conversation about the realities of succession planning for business owners and financial advisors. White shares her personal journey, marked by profound loss, health challenges, and a cancer diagnosis, all of which accelerated her own succession process and tested her business’s resilience. She describes the emotional and practical steps she took to transition leadership to her daughter,...
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.