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I recently attended the Advyzon Conference 2025, held in Tampa, Florida. This second annual event brought together financial advisors, industry thought leaders, and technology providers to discuss the latest trends and innovations shaping the financial advisory sector.
With eight years of experience working in financial technology systems, I was eager to make the trip for what would be my first premier RIA technology conference. And let me tell you, Advyzon did not disappoint! From insightful sessions to engaging conversations, it was an incredible opportunity to dive deep into the ever-evolving RIA technology space. While much of the conference focused on Advyzon’s all-in-one system, I walked away with broader insights that extend beyond a single platform. In this post, I’ll share my key takeaways on RIA technology trends that will shape the industry in 2025 and beyond—themes that I’ll be thinking about for the rest of the year.
One of the biggest of the event was the integration of AI—specifically Jump AI—as a tool to complement, not replace, financial advisors (great to call out this differentiation!). Jump AI is designed to enhance efficiency by handling administrative tasks such as note-taking, agenda creation, email drafting, and real-time document search. Additionally, its ability to pull live data, such as stock prices, and provide immediate insights from multiple CRM’s (Wealthbox, truView, Redtail, Salesforce) was very intriguing. Ultimately, Jump AI claims their tools are giving advisors back up to two hours per day to focus on client relationships and strategy. The Jump AI session was lively and interactive, with the most audience input/questions for the Jump AI team. There is something here that is worth exploring so we encourage that you reach out to the tru team to learn more about our partnership.
Another standout session was hosted by Samantha Schwimmer, the Chief Marketing Officer at Advyzon, focusing on marketing and its critical role in financial advising. The session covered the importance of marketing in the RIA field, what it means to be the brand, authenticity in branding, content creation, marketing tools (such as using AI for creation/research), and leveraging a personal brand to retain and attract clients. This reinforced the idea that advisors themselves are the brand, not dissimilar to “experience as a service”, and that authenticity is key to building trust and fostering strong client relationships.
Another standout session came from John O'Connell at Oasis Group, who emphasized the importance of evaluating a firm’s tech stack. His key message was that technology should drive cost-effective efficiencies rather than just being a collection of impressive tools. The right technology should work for the advisor, not slow them down or become a financial burden. His key takeaway was that there are three reasons why it is important for advisors/firms to assess their tech stack annually:
Lastly, entrepreneur and "Shark Tank" investor Daymond John delivered the keynote address. He shared his "5 Key Steps" to achieving success:
A recurring theme throughout the conference that advisors themselves are the brand. Authenticity is what drives client relationships, builds trust, and attracts new business. This message resonated strongly with me—ensuring that we prioritize genuine, meaningful engagement with our own clients/advisors.
Overall, the conference reinforced the power of technology when used strategically, the importance of evaluating our tools critically, and the undeniable value of human connection in financial advising.
Thoughts? Questions? Reach out to me to setup a time to talk further!