Jun 8, 2022
In this special edition of Swift Chats recorded live at the 2022 T3 Technology Tools for Today Conference, Marie Swift and Jonny Swift interview a range of guests from their booth in Podcast Alley at the event. The episode features:
- Joel Bruckenstein, President of Technology Tools for
Today
- John Mackowiak, Chief Business Development
Officer at Advyzon
- Nitin Seth, CEO at Incedo, Inc.
- Daniel Crosby, Ph.D., Chief Behavioral Officer at
Orion Advisor Solutions
- Michelle Feinstein, General Manager/Vice President
at Salesforce
- Rich Cancro, CEO at AdvisorEngine
- Robb Baldwin , President and CEO at TradePMR
- Eric
Clarke, CEO at Orion Advisor Solutions
- Mary Carlson, Ph.D., CFP®, AFC®, President at
Financial Behavior Keynote Group
- Henry Zelikovsky, Chief Executive Officer at SoftLab
360
- Land Bridgers, Chief Executive Officer at
Integrated Financial Group
- Kelly Vick, Client Services Coordinator
at Stone Wealth Management
- Joe Saari, Founder and Head of Product at Financial
Fitness Group
- Robert Pyle, CFP®, CFA, AEP®, Owner at
Diversified Asset Management, Inc