Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial

Unveiling Extraordinary Lives with Jane Wollman Rusoff

In this Swift Chat conversation, Marie Swift speaks with Jane Wollman Rusoff, Contributing Editor with ThinkAdvisor and a two-time AZBEE award winner from the American Society of Business Publication Editors. Jane's career journey is as diverse as it is fascinating. From delving into consumer electronics during the tech revolution to interviewing some of the biggest names in entertainment, Jane's experience spans multiple industries. She shares anecdotes from her interviews with iconic figures like Dustin Hoffman, John Bogle, Ray Charles, Steve Allen, and William Shatner, giving us a glimpse into their lives beyond the spotlight.

Jane is also the founder of Family Star Productions, where she helps ordinary individuals create legacy profiles, capturing their memories, values, and philosophies for future generations. These private profiles serve as a timeless treasure, preserving the essence of a person's life story. Jane shares insights into her unique approach to profiling individuals, including those with cognitive challenges like Alzheimer's. She emphasizes the importance of capturing memories before they're lost and reveals the surprising depth of recollection even in advanced stages of dementia.

You can learn more about Family Star Productions at www.FamilyStarProductions.com

Leadership Is What You Do with Steve Atkinson

​In this Swift Chat conversation, Marie Swift speaks withSteve Atkinson, Speaker, Leadership Coach, and Growth Expert withAdmired Leadership. The conversation delves into the realm of leadership and its practical applications in the financial advisory world. Steve shares insights and anecdotes that shed light on what it means to be an effective leader. He emphasizes the idea that leadership is not merely a title or a position but rather a set of behaviors and choices that anyone can adopt.

​Throughout the discussion, Steve highlights the importance of credibility, feedback, and the creation of a team of leaders. He illustrates how admired leaders, identified through years of study, excel not only in achieving results but also in fostering strong relationships and followership. By focusing on character, competence, and the ability to give impactful feedback, advisors can enhance their leadership skills and ultimately make a positive impact on their clients and teams.

Learn more athttps://www.AdmiredLeadership.com

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part II

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot and happening at #T32024. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall - and all the celebrations in between - hear the biggest takeaways and insights from:

• Dan Skiles of Altruist
• Jamie Hopkins of Bryn Mawr Trust
• Laura Garfield of Idea Decanter
• Dominic Tully of Powder
• Erkko Etula of Brooklyn Investment Group
• Haik Sahakyan of ARQA
• Matt Kadnar of Nebo Wealth
• Vamshi Yamsani of AssetSprout

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part I

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot and happening at #T32024. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall - and all the celebrations in between - hear the biggest takeaways and insights from:

• David Drucker, formerly with T3 Technology Tools for Today
• Christine Cherry of Advisor Circle
• John Rajes of LPL Financial
• Christophe Gauthron of Kwanti
• Patricia Jennerjohn of Focused Finances, LLC
• John Mackowiak of Advyzon
• Jim Sinai of Vanilla
• Jen Ferguson of XLR8

Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial

In this special episode of "Hot and Happening at T3 2024", recorded live at the 2024 T3 Technology Tools for Today conference, Marie Swift leads an insightful conversation with Gary Carrai, CFA, Executive Vice President of Advisor Business Strategy at LPL Financial, the nation’s largest independent broker-dealer serving independent financial advisors and financial institutions - providing technology, research, clearing and compliance services, and practice management programs to advisors looking to create and grow thriving practices. The discussion delves into the dynamic landscape of wealth management technology, with Gary providing valuable insights into the industry's evolution and the innovative solutions being developed at LPL Financial.

Gary emphasizes the pivotal role of data in driving actionable insights and enhancing advisor-client interactions. He underscores LPL's advisor-centric approach, commitment to innovation, and focus on delivering comprehensive data analytics capabilities, coupled with proactive notifications to empower advisors in making informed decisions. Tune in to discover how LPL Financial is at the forefront of driving innovation to empower advisors and enhance client outcomes.