T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 2
Manage episode 492251029 series 2892948
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 Derrick Kinney of Success for Advisors and guest host Jonny Swift of Impact Communications, listeners are treated to front-row access to the conversations that matter most in wealthtech today. From major fintech rollouts to forward-thinking advisor strategies, the series showcases interviews with some of the #T32025 attendees, including:
[0:58 – 12:02] Bob Veres of Inside Information [12:03 – 21:32] Ned Dane of AdvisorEngine [12:33 – 29:40] Kevin Knull of TaxStatus [29:41 – 36:46] Dave Goes of Advyzon Enterprise [36:47 – 45:09] Peter Stanton of GetWyz [45:10 – 51:19] Craig Cintron of Goldman Sachs [51:20 – 59:26] Laura Jordan (Barger) of BetaNXT [59:27 – 1:06:12] Rob Bandy of FINIAT [1:06:13 – 1:13:44] Bridget Grimes of Equita Financial Network
78 episodes