Zebra Smash - Real Financial Planners | Real Conversations

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