The only webseries dedicated to news for financial advisors

The FA Show EP 25 - T3 Tech Conference, Kristen Kimmell, AdvisorGroup and Randy Cass, NestWealth

In this episode we travel to Tampa for the 2023 T3 Technology Conference for the release of their annual advisor technology survey and to check in with industry leaders and ...influencers. Show floor interviews include Randy Cass, NestWealth and Jonny Swift, Impact Communications.

We discuss recent challenges at First Republic, present an “Oscar-worthy” episode of The Advisor’s Advisor, and an excerpt from Tony Sirianni’s interview with Kristen Kimmell of Advisor Group.

You can download a copy of the T3 Technology Survey Report at:

Curious about a transition to a new BD? Want to secure multiple offers all while remaining 100% anonymous? Visit
[+] Show More

© 2021 3xEquity, LLC. All rights reserved