If you’re not growing, you’re dying. Study after study in the financial services industry shows that financial advisors are not growing organically – and that’s a problem. Therefore, the theme for this year’s conference, which will be held March 3 to 6 at the Hyatt Regency Dallas, is organic growth. The conference will explore how automation, workflow improvements and time efficiency can help advisors boost their revenue. In the end though, it’s really the human element of the business that’s key to building a strong practice.

According to this write up, Guide to Industry Conferences: WealthTech for 2025, in Wealth Solutions Report this year’s conference features a industry speakers and experts including Amy Young, Managing Director, Industry Advisory, Capital Markets at Microsoft; Steve Quirk, Chief Brokerage Officer for Robinhood; James Dean, Global Generative AI GTM Specialist at Google; and Larry Roth, Wealth Solution Reports’ CEO. See the growing speaker line-up here: https://t3conferences.com/speakers/

Sponsors of this year’s conference can be found here: https://t3conferences.com/2025-sponsors/

Ticket prices vary based on the category of the attendee. Learn more here: https://t3conferences.com/register/