Apr 23, 2025
If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening podcast series, recorded live at the bustling T3 Podcast Station.
In this special three-part podcast, hosted by Derrick Kinney of Success for Advisors and guest host Jonny Swift of Impact Communications, listeners are treated to front-row access to the conversations that matter most in wealthtech today. From major fintech rollouts to forward-thinking advisor strategies, the series showcases interviews with some of the #T32025 attendees, including:
- [0:58 - 10:18] Joel Bruckenstein of T3 Technology Tools for Today
- [10:19 - 19:28] Amy DeTolla of Aureus Advantage
- [19:29 - 26:45] Patrick Shaddow of Syntax Data
- [26:26 - 34:12] Brian Edelman of FCI
- [34:13 - 40:52] Ron Keusch of Investall Group
- [40:53 - 46:06] Gerry Michael of Smartleaf
- [46:07 - 53:55] Adam Scully-Power of Nebo Wealth
- [53:56 - 01:03:05] Robert Levitt of Levitt Capital Management
Stay tuned for Part 2 with even more great conversations!