Zebra Smash - Real Financial Planners | Real Conversations

Episode 5 - An Opinionated T3 Conference Recap


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Roger was at the February 2017 Technology Tools for Today (T3) conference in California. He came back with a 102 degree fever and some notes on the experience.

We can't resist some bullet point takeaways:

  • THE CLIENT EXPERIENCE IS CHANGING!!! (Says tech vendors with a vested interest in helping you change the client experience.)
  • Should technology help make life easier for your current clients? If so, why the emphasis on sales and prospecting in vendor presentations?
  • Disney takes trademarks stuff very seriously, as evidenced here, here and here. Don't mess with the mouse.
  • We blanked on the name of Junxure's CEO. It's Greg Friedman. The name of his advisory firm is Private Ocean, not Blue Ocean. But Blue Ocean Strategy is a great book!

Links to other things we mention:

  • Technology Tools for Today
  • Junxure
  • Salesforce
  • Riskalyze
  • NetDocuments
  • WorldDox
  • MoneyGuidePro
  • FinaMetrica
  • eMoney Advisor
  • The "What's a hero" speech from The Big Lebowski
...more
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Zebra Smash - Real Financial Planners | Real ConversationsBy Zebra Smash - Ben Birken, Roger Pine