Beyond the AI Hype: What the T3 Survey Actually Says About the Future of Financial Planning
The advisor technology landscape is changing quickly—but not always in the ways headlines suggest.
While AI dominates industry conversations, the latest T3 survey findings reveal something deeper happening beneath the surface: advisors are rethinking how they deliver value, where they spend time, and which technology actually deserves a place in the modern advisory firm.
In this discussion, industry leaders unpack the trends shaping the future of advice—from the growing shift toward advanced planning and specialized tools, to rising skepticism around AI-generated recommendations, fragmented tech stacks, and the evolving expectations of clients themselves.
This won’t be another “AI hype” webinar. Instead, we’ll explore what advisors are actually adopting, where the industry may be headed next, and what the T3 data reveals about the changing role of the financial advisor.
You will walk away with practical insight into:
- The growing shift from investment management toward planning-centric advice
- Why specialized planning technology is accelerating
- How firms should think about AI beyond surface-level features
- The future of advisor workflows, client engagement, and tech stack consolidation
- What separates durable advisor value from commoditized information
Watch the conversation now
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