"What we're trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for large firms, but leveling the playing field for smaller firms like RIAs to b...

"There is a universal currency that we all pay, and it is time, and we are granted X amount. We have no idea how much sand is in our hourglass, we don't know how much is left, but what we know is everything is paid in time." — Burt White,

"Digital transformation is much more a cultural challenge. And I believe that in the East, and many bigger emerging markets they just have an easier life of new tech. They have it easier just to scale, and also because of the socioeconomic drivers,

"We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don't choose a platform like ours, end up just doing everything themselves and here t...

"We've developed methodologies that provide our clients with views on industry data that don't currently exist." — Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15 years of industry experience.

“Good fee transparency is always a good business. Making sure that anybody that working with you knows how the fees have been calculated, knows what they’re being charged for. It has a good report, a good statement that has all of that data on it.

“The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up in the industry learning about because the tech was so bad. But now that the tech is getting so good,

“When you look at how businesses are run, how decisions are made, what we optimize for, oftentimes that’s not the case. And then you look at the core mantra about how our businesses are evolving, and oftentimes they start with the business needs,

[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change unti...

“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an ...