TacoTech

We are changing things up and having some summer fun in today's episode as co-hosts Johnny Sandquist and Torie Happe welcome their kids to the podcast. They're giving perspective on what money means to them, how they save for special things, and what they think their parents actually do for work.

In our final episode recorded live at the 2022 T3 Advisor Conference, we welcome Kartik Srinivasan, Director - Head of 3rd Party Integration, Digital Advisor Solutions, at Charles Schwab. Kartik discusses trends like the personalization of investments, how Schwab is elevating advisor tech experiences with API solutions, and why he's so excited about advancements in client onboarding.

Canada invades the United States in this episode of TacoTech. Randy Cass, CEO of Nest Wealth, chats with Johnny and Torie about the white-label digital wealth platform that Nest Wealth provides to help modernize client experiences for banks and financial institutions, how fintech can help advisors provide more financial advice to more people, and why Nest Wealth wants to be a "multiplier" instead of the desktop of the advisor tech experience.

Robb Baldwin, CEO of TradePMR, joins Johnny and Torie in this live episode from the 2022 T3 Advisor Conference. Robb offers his thoughts on how improvements to digital onboarding are shaping the advisory industry, the importance of combining great customer service with great technology, and how TradePMR provides a well-rounded and focused client experience for their advisors.

Johnny and Torie welcome Christophe Gauthron, the CEO of Kwanti, into the TacoTech hot seat. Christophe talks his views on the latest T3 Advisor Technology Survey, the importance of ESG investing and direct indexing for today's advisors, and how Kwanti approaches customer service to keep its advisory clients happy for years.

In another new episode recorded live in the hallways of the 2022 T3 Advisor Conference, we chat with Brian Shenson, Principal of Springboard Advisory Group. Brian chats with Johnny and Torie about the new fintech trends he's excited to follow, how he's seen the wealth management industry change over the last few years, and the importance of service delivery for new fintech providers.

On todays episode we catch up with John Mackowiak Chief Business Development Officer at Advyzon on the trends he noticed on the T3 survey results, the M&A activity and how Advyzon builds to fit their advisors needs. He also drops his love for a very special taco shop thats near and dear to him

On this latest episode, we chat with Carissa Turnell Sr. Manager of OCTO at F2 Strategy about the important changes our space has made over the last two years, how OCTO helps advisor succeed and of course her love of fresh fish tacos...just not in St. Louis. 

On todays drop, we chat with Ben Webster from OWL ESG. We get into why ESG data is important, how ESG is trending in the finance space and how advisor can start integrating ESG into their portfolio building. Ben also drops his true love tacos and where he gets them. 

Chris Chief Growth Officer of Holistiplan chats with us about Holistiplan's 10k user launch, the T3 survey results, and the most Texan taco ever.