Impact Communications, Inc.
  • Home
  • About
    • Our Team
    • Our Clients >
      • Clients Awards and Recognition
    • Unique Approach
    • Out and About
    • Charitable Giving
    • VIdeos
    • Recognition
    • Join Our Team
    • Conference Downloads
  • Advisors
    • Marketing & PR >
      • Media Placements
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites >
        • Website Case Study
      • Case Study - Brand Refresh
    • Advisor Coaching
    • How We Work >
      • PESO Case Study
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Media Placements
      • Examples of Impact Communications news releases
    • Website Strategy >
      • Case Study: Website Makeover
    • Speaking Engagements >
      • Speaking Appearences
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2025
    • 2024
    • 2023
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact

Best Practices Blog


Swift Chat with Rich Cancro: Thinking About the Future of Your Business

9/12/2022

 
In this Swift Chat video conversation, recorded live while at the T3 Conference in May 2022, Marie Swift of Impact Communications speaks with Rich Cancro, Co-Founder and CEO of AdvisorEngine. 

The two discuss what makes the T3 Conference so unique as well as Cancro's T3 presentation on questions that an advisor should be thinking about for the future of their business and how to deliver a service to clients of which they're really proud.

They also take a look at the first issue of AdvisorEngine's new publication called Action! magazine and Marie gets the inside scoop on what to expect at AdvisorEngine's annual >drive Conference, which ultimately happened the week after T3 in Austin.​
To learn more about Rich Cancro and AdvisorEngine please visit: www.AdvisorEngine.com
​

To learn more about T3 Conferences please visit: www.T3Conferences.com
Listen to Podcast/Audio Version
    When we think about experience it's not only delivering the client experience, what the advisor wants delivered to their client, it's also about the experience within the firm, the advisor experience, and the business operations experience. All three of those need to be connected so that everyone is having a great experience with your firm."
​
~ Rich Cancro, Co-Founder and CEO of AdvisorEngine

Transcript of Conversation

Marie Swift: All right. We're here for another Swift Chat, but this time we're live at the T3 Conference and I'm joined by Rich Cancro from AdvisorEngine and Rich you are one of the founders and the CEO of AdvisorEngine and for many, many years, you've been helping advisors run better businesses through technology, but also just through their mindset and how they think about running their business. You gave a presentation today and I wonder if there's anything that you'd like to highlight from that presentation and just about advisors in general, running a better business.

Rich Cancro: Marie, thank you for having me here. So today we talked about the three questions that an advisor should be thinking about for the future of their business. One is connectivity. That means how do you truly deliver a service to your clients that you're really proud of and I’ll say that again, really proud of. We also discussed productivity. How can you do more with the set of resources you have today. The third we talked about was growth. How are you going to grow for the future?

One of the main themes we talked about was experience. When we think about experience it's not only delivering the client experience, what the advisor wants delivered to their client. It's also about the experience within your firm, the advisor experience, the business operations experience. All three of those need to be connected so that everyone is having a great experience with your firm.

Swift: That makes so much sense because if your people aren't happy, how can they serve your clients? There's always going to be something that's bugging them right. So, if the technology is clunky or they don't get along, I think, were you talking about that too? That people need to get along.

Cancro: Yes. We talked about that in general, but specifically at work. We talked about that to found the foundation of a company and operate well, you have to have camaraderie. That means from a culture standpoint, hiring and retaining and developing people that fit the culture so that people like to work with each other. And what that does is that then sets the framework for being able to innovate, evolve your company. People can be curious and not feel judged when you're getting asked a really hard question, but you're not thinking why is that person asked that question? You know that person's asking that question because they want to help you and help the firm deliver their services to your clients.

AdvisorEngine's Action! Magazine

Swift: And they have a shared purpose, passion, mission. So that meaningful work like what's behind the product or the service.

So, another thing that you announced here at the conference is Action! magazine, and I'm holding a copy in my hand. This is called the "feedback issue" according to somebody on your team who handed this to me, and it's a pretty impressive publication. I can't wait to really dig into it but what can we expect from Action! magazine?

Cancro: Well, the Action! magazine -- this is volume zero and we are seeking feedback on the magazine. What it really is, we have various types of people providing thought leadership to help advisors manage their business, grow their business, be more productive. We're getting feedback from our own team, we're getting it from our clients, we're getting it from people in the industry so it's a good collection of thinking that crosses different components of an advisor's practice.

AdvisorEngine's >drive Conference

Swift: And you also have your own conference. Is it a practice management conference? What do you do at the >drive Conference?

Cancro: Well, >drive 2022, which will be held next week beginning May 9th, is really a combination of thought leadership as well as user training so really educating people, training people for best practices. Ultimately my favorite part is the collaboration between all of the different people from all these different firms coming together and sharing their best practices and helping each other actually get better and better at what they do and how they run their firms.

Swift: And I know that AdvisorEngine likes to have fun. In fact, I hear that there's a craft beer tasting and maybe is there a whiskey tasting here at T3?

Cancro: There is. So tomorrow, Tuesday, there's going to be a beer tasting and we did this a few years ago and the beers were terrific. I personally loved the IPAs that were here last time. We're also going to be doing a whiskey tasting. We've done bourbon in the past and we switched this year to whiskey. We're excited to see what people like about the whiskey. We're going to do it again next week at our conference as well in Austin.

Swift: Anything else special about your conference?

Cancro: You know people talk about community, and I mentioned earlier about collaboration, but it truly is a community that comes together. I selfishly, when I leave our conference, I am so energized by all the feedback and the commentary and the collaboration that goes on amongst everybody, it's truly a great community. I'm excited to go.

Swift: No mechanical bulls next week?

Cancro: Well, to be honest, we were going to get a live bull, but then we thought about that and said is that the best idea to have a 1500-pound bull at a bar and we decided, well, maybe not.

What Makes T3 so Special
​

Swift: Well, after all, we're just getting back into conferences getting going again right. There's about 960 people here at T3, the biggest and best T3 ever. You've been supporting T3 for a long time. What stands out? I know you mentioned Joel and how much he's contributed to the industry, and we have to give a shout out to David Drucker, who for many years built this enterprise up before he retired with Joel as his partner. When thinking back about your journey with T3, what comes to mind?

Cancro: I love seeing the new technology platforms that are out there. I love seeing what is new and where it’s going. Meeting people that have been in the industry for many years as well. Just reforming our partnerships, especially after the pandemic. I haven't seen many people in person other than on video for two plus years. It's great to see people in person and really be able to collaborate ideas and where the industry's going, so yeah, I love coming here.

Swift: All right. Well, thank you for your time. It's always great to speak with you. I'm looking forward to reading the magazine and seeing what AdvisorEngine is working on next.

Cancro: Great. Thank you very much Marie.
Picture
Watch on Vimeo

Comments are closed.
    Picture
    Picture

    About
    This Blog

    Welcome to the “Best Practices in the Financial Services Industry” blog, where you will find ideas and tips from Marie Swift, a nationally-recognized marketing communications consultant who's worked with some of the top financial services and financial advisory firms in the nation over the course of her career. The "Swift Chat" series, which is available in both a video and a podcast format, is co-hosted by Impact Communications Vice President Jonny Swift, who selects his own guests and brings a Millennial perspective to the show. This blog spotlights financial services firms and allied institutions that the Swifts deem as adopting "Best Practices" in the industry. You will find numerous posts with tools and ideas aimed at helping independent financial advisors communicate better, scale, and grow.


    Kudos for Swift ChatS Podcast

    Picture
    Swift Chats makes the list: Fifteen Must-Listen Financial Podcasts | WealthManagement.com | November 2021

    Categories

    All
    30 Year Anniversary
    4FP Digital Marketing
    Abacus Planning Group
    ACE Academy
    ACP Alliance Of Comprehensive Planners
    ActiFi
    Adam Scull-Power
    Admired Leadership
    Advisor Circle
    AdvisorEngine
    Advisor Solutions
    Advyzon
    AI And Content Creation
    Alexander Randolph
    Alex Cavalieri
    Alex Khassa
    Alex Thaler
    Allan Slider
    Allianz
    Alternate Income Source
    Altruist
    Alyssa Phillips
    Amy DeTolla
    Angel Gonzalez
    Anthony Mlachnik
    Appreciative LIstening
    Ariel Acuna
    ARQA
    AssetSprout
    Awards & Recognition
    Balance In Work/Life
    Banríon Capital Management
    Bill Cates
    Blain Wease
    Blue Chip Partners
    BLX Internship Program
    BNY Mellon | Pershing
    Bob Veres
    Bogart Wealth
    Brad Swineheart
    Branding And Brand Refresh
    Brian Edleman
    Brian Fricke
    Brian Portnoy
    Brian Willet
    Bridget Grimes
    Brooklyn Investment Group
    Bryn Mawr Trust
    Business Success
    Carl Richards
    Carson Group
    Case Study
    CEG Worldwide
    Center For Financial Planning
    Charitable Donations
    ChatGPT
    Chip Simon
    Chris Lamoureux
    Chris Manker
    Christine Cherry
    Christophe Gauthron
    Claire Akin
    Clarity Wealth Development
    Client Advisory Boards
    Client Communications
    Client Driven Practice
    Colin Swift
    Compliance
    Concurrent Financial Planning
    Content 151
    Conversations That Matter
    Craig Iskowitz
    Crisis Communications
    CWA Network
    Daniel Crosby
    Daniel Dusina
    Daniel Satchkov
    Dan Skiles
    Dan Wanous
    David Drucker
    David Lyon
    Derek Kinney
    Derrick Kinney
    Digital Privacy & Protection
    Digital Transformation
    Dominic Tully
    Eddie Kramer
    Ed Jacobson
    Elements App
    Emlen Miles-Mattingly
    Envestnet
    Equita Financial Network
    Eric Showalter
    Erin Goss
    Erkko Etula
    Ezra Group
    Family Star Productions
    FAR Sight Series
    FARSite
    FCI
    FeeOnlyNetwork.com
    Fidato Wealth
    Fiduciary Standards
    Fiduciary Voices
    Finance Of America Reverse
    Financial Advisors
    FinTech
    Focused Finances
    FPA Kansas City
    FpPathfider
    FpPathfinder
    Francesca McLin
    Gary Carrai
    George Kinder
    Gerry Michael
    Haik Sahakyan
    Haleh Moddasser
    Hanah Bryant
    HCR Wealth
    Heather Kelly
    Holiday Notes
    Holistiplan
    Hot & Happening @T3
    Howard Lutz
    Hub Talk
    Iconik
    Idea Decanter
    Impact Communications
    Inc.
    Incedo
    Indigo Marketing
    IRS Tax Monitoring
    IWI Membership
    Jack Bogle
    Jake Wagner
    J. Alan Reid
    Jamie Hopkins
    Jane Wollman Rusoff
    Jason Stipp
    Jean Heath
    Jeff Coyle
    Jeff Levine
    Jen Ferguson
    Jess Flynn
    Jim Lange
    Jim Sinai
    Jody Jacobson
    Joel Bruckenstein
    Joe Lukacs
    John Bowen
    John Enright
    John Mackowiak
    John O'Connell
    John Rajes
    Jonathan Ainsley
    Jonny Swift
    Josh Cutler
    Katie Burke
    KayDee Cole
    Kellan Brown
    Kennedy Wealth And Tax Management
    Kevin Kennedy
    Kevin Knull
    Kevin Lozer
    Kinder Institute
    Kwanti
    Lange Financial Group
    Laura Carstensen
    Laura Garfield
    Leadership
    Leslie Marshall
    Liability Optimization
    Libretto
    Life Planing
    Lisa Crafford
    L.K. Benson & Company
    LLC
    Louise Hunter
    LPL Financial
    Luis Rosa
    Lyle Benson
    Magellan Network
    Marie Swift
    Mark Clure
    MarketCounsel
    Marketing
    Marketing Fundamentals
    Mark Hurley
    Mark Paulson
    Mark Pearson
    MarTech
    Martin Tarlie
    Marwa Zakharia
    Mary Beth Franklin
    Mastering The Conversation
    Matt Kadnar
    Matt Sonnen
    Matt Trujillo
    Media Relations
    Meir Statman
    Meredith Moore
    Mesmerise
    Michael Kitces
    Michael Lecours
    Michael Palumbos
    Michael Scarborough
    Mike Flinn
    Mike Lecours
    Mitch Martin
    Morningstar
    NAPFA
    Nebo Wealth
    Nepsis
    NEXA Insights
    Nitin Seth
    Nitn Seth
    Online Diagnostic Tool
    Online Gap Analysis
    Online Presence
    Oranj
    Paradigm Partners
    Patricia Jennerjohn
    Patrick Shaddow
    PESO Model
    Phil Walker
    Powder
    PR Crisis
    Preston Cherry
    Provincial Development
    Ray Sclafani
    Reese Harper
    RIA Channel
    Rich Cancro
    RiXtrema AI
    Rober Levitt
    Robert Sofia
    Robert Steinberg
    Rob Krueger
    Roger Ibbotson
    Roger Pine
    Roger Wohlner
    Ron Keusch
    Ryan Marcus
    Sam Brownell
    Sammy Rabbit's Money School
    Sam X Renick
    SEC Marketing Rule
    Seven Group
    Shana Sissel
    Shannon Rosic
    Shannon Stone
    Shaping Wealth
    Shawna Ohm
    Shawn Tydlaska
    Snappy Kraken
    Snappy Kraken
    Social/Digital Hub
    Sonya Lutter
    Sora Finance
    Spenser Segal
    Stephen Wershing
    Steve Atkinson
    Steve Resch
    Stonebridge Wealth
    Stratus Wealth
    Sudden Money Institute
    Survey
    Susan Bradley
    Swift Chat
    T3 Conference
    T3 Tech Hub
    TaxStatus
    TD Ameritrade
    The Oasis Group
    Thomas Aviles
    Tim Whiting
    Tim Wyman
    Tony D'Amico
    Travis Parry
    Trivium Point Advisory
    True Wealth Book
    Turnqey Labs
    Tyrone Ross Jr.
    Vamshi Yamsani
    Vanguard
    Vanilla
    Veriday
    Victor Gaxiola
    Webinar
    White Glove
    Women In Finance
    XLR8


    Archives

    June 2025
    April 2025
    October 2024
    September 2024
    August 2024
    July 2024
    June 2024
    May 2024
    April 2024
    March 2024
    January 2024
    December 2023
    October 2023
    September 2023
    August 2023
    July 2023
    June 2023
    May 2023
    April 2023
    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    January 2020
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    February 2019
    November 2018
    September 2018
    August 2018
    May 2018
    August 2017
    July 2017
    June 2017

Stay Connected
Listen to Swift Chats podcast
View ​Swift Chat video series
View SwiftCam Series
Picture
Anniversary Reflections
Phone: 913-649-5009
[email protected]
©2023 Impact Communications, Inc.
View Google Profile

  • Home
  • About
    • Our Team
    • Our Clients >
      • Clients Awards and Recognition
    • Unique Approach
    • Out and About
    • Charitable Giving
    • VIdeos
    • Recognition
    • Join Our Team
    • Conference Downloads
  • Advisors
    • Marketing & PR >
      • Media Placements
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites >
        • Website Case Study
      • Case Study - Brand Refresh
    • Advisor Coaching
    • How We Work >
      • PESO Case Study
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Media Placements
      • Examples of Impact Communications news releases
    • Website Strategy >
      • Case Study: Website Makeover
    • Speaking Engagements >
      • Speaking Appearences
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2025
    • 2024
    • 2023
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact