Building brands and enhancing reputations in the financial services industry since 1993
Leawood, KS
Joined September 2022
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Impact Communications retweeted
Drew Lunt, Financial Advisor & Founder of Scratch Capital, discusses Total Wealth Planning for business owners, including private assets, risk management, and tax strategy. @scratch_cap
Impact Communications retweeted
John Mackowiak, Chief Revenue Officer at Advyzon, discusses the firm's participation in the Schwab IMPACT, Advyzon, and T3 Technology conferences. @john_mackowiak @CharlesSchwab @t3techhub @FinTechie
Impact Communications retweeted
The new president of a Leawood marketing firm was born for the job. His mother founded the firm and he's been there for years. bizjournals.com/kansascity/n…
Impact Communications retweeted
Congratulations @KwantiAnalytics Kwanti, winner of the TECHNOLOGY PROVIDERS: Portfolio Analytics category of the 2025 Wealth Management Industry Awards. #Wealthies
Impact Communications retweeted
Congratulations Advyzon, winner of the TECHNOLOGY PROVIDERS: Rebalancing category of the 2025 Wealth Management Industry Awards! #Wealthies
Impact Communications retweeted
Congratulations Advyzon Investment Management, winner of the TAMPS: Model Marketplaces category of the 2025 Wealth Management Industry Awards! #Wealthies
Impact Communications retweeted
Jorge Tarraso, PhD and Head of Client Experience at Libretto, discusses how the firm seeks to provide advisor solutions that address clients' “Total Wealth.”
Impact Communications retweeted
John O’Connell, CEO & Founder of @theoasisgrp, discusses using AI for workflows in wealth management. theoasisgrp.com/
Impact Communications retweeted
Not only did @kartikfintech kick off our main stage today, he also kicked off the #SocialCam for #T32025. Catch him MC-ing for the rest of the day and speaking on the @advyzon panel tomorrow.
Impact Communications retweeted
In just 2 hours, @FinTechie & @BobVeres will present this year's T3 / Inside Information Software Survey results.
Kwanti's @PatricGlassell is one of many #T32025 attendees eager for the results.
Follow along with our #SocialCam to hear from top tech all week!
Impact Communications retweeted
Can you help your clients spot #TaxFraud?
If not, Tax Status may be able to help!
It's just one of the use cases for this software, which combs IRS data to help advisors create comprehensive solutions.
CEO Kevin Knull stopped by the #T32025 #SocialCam
Impact Communications retweeted
Do you...
✅ Want to bring the UHNW client experience to everyone?
✅ Hate a Monte Carlo analysis?
✅ Wish more clients could snap out of the scarcity mindset?
The team at Libretto has your back!
Head of Client Experience Jorge Tarasso explains at the #T32025 #SocialCam
Impact Communications retweeted
We love providing media opportunities to our sponsors and attendees.
At #T32025, Derrick Kinney stepped into @marieswift's shoes to host the conference's #HotAndHappening Podcast. We caught the pair on the #T3SocialCam for a preview.
Impact Communications retweeted
John O'Connell, MBA knows advisor tech like it's his job... which it is! The Oasis Group founder stopped by the #T3SocialCam to share how he helps advisors optimize their #T32025 experience.
Some great tips in here for any current or future T3 attendee!
Impact Communications retweeted
Stay tuned for the Hot & Happening podcast, coming soon!
@DerrickTKinney sat down with conference speakers, industry thought leaders, and advisors to talk about what’s hot and happening at #T32025 at the T3 Podcast Station.
Impact Communications retweeted
Have you met the @SyntaxData folks yet? They're bringing direct indexing directly to advisors and just announced an integration with @TradePMR here at #T32025.
Chief Innovation Officer Sean Sandys shared how advisors can get basis points back at the #T3SocialCam.
Impact Communications retweeted
#Advyzon named best all-in-one software solution for 🎉eighth consecutive year 🤯 in 2025 @t3techhub / Inside Information survey announced at #T32025
businesswire.com/news/home/2…
Impact Communications retweeted
James Bogart: The Unexpected Way Grappling With Covid Set Us Up for Success bit.ly/42hrQ1q
Impact Communications retweeted
The T3 / Inside Information Advisor Software Survey is running right now—and if you haven’t yet, please let us know what you think of your tech stack.
Here’s the link:
surveymonkey.com/r/ZXZWH6L
#BeHeard
#WealthTech
Impact Communications retweeted
This #FinLitFriday kicks off the Fiduciary Voices summer series; host @RebekahLaw77 of E-motive Entertainment, speaks with Mike Bisaro of StraightLine to discuss vacation planning and financial tips.
Watch this edition of the #FinLit series here:
fiduciaryvoices.com/videos/m…