This event is part of our Practice Management Series.

Financial advisors who are either looking for the latest cutting edge advisor technology tools, or simply those who want to understand the landscape of options to make a decision about replacing some old software, the T3 Advisor conference is the best one-stop shopping experience available today.

If you were not able to attend, T3 2016, join us for a Conference Highlights session with Carrie Jones and Jud Mallini.

About the Roundtable
As the financial advisory marketplace become increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.

Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. From leveraging technology to buying and selling your practice. From crafting your unique value proposition to driving more referrals to your business.

These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."

This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.

There is no charge for this meeting - except for what you order from the menu.