Thursday, November 10, 2011

Advisor Use and Misuse of Technology - Joel Bruckenstein talks with AdvisorOne's Jamie Green

Joel Bruckenstein offers some surprising comments on social media, integration and mobile technology in this 8 minute video interview with AdvisorOne's editor-in-chief Jamie Green while at the Schwab Impact Conference in San Francisco, November 2011.

Watch now!

Monday, September 26, 2011

Dave Drucker and Joel Bruckenstein Announce Preliminary Agenda for T3 Technology Conference in 201

Sessions will Address Pressing Concerns and Provide Innovative Solutions for Financial Advisors

DALLAS, Sept. 13, 2011 (GLOBE NEWSWIRE) -- David Drucker and Joel Bruckenstein, producers of the 7th Annual
"T3" Technology Tools for Today(TM)Conference to be held at the Hilton Anatole in Dallas, Texas, Feb. 16-18, 2012 today announced the preliminary conference agenda.

"We are very excited about ways technology providers are stepping up with cutting-edge solutions to real-world issues that advisors loose sleep over," said David Drucker, CFP. "This year we have the opportunity to introduce some fascinating topics that few could have dreamed of just a few years ago. One is managing macroeconomic risk and a new breed of software that helps advisors determine the probability of catastrophic external events and their likely impact on client portfolios."

Another new technology the conference is seeking to cover is the use of avatars in financial planning; this is a new science of virtual aging that shows clients what they'll look like in the future. According to Drucker, researchers are finding that when individuals are able to "see" themselves in the future they are better motivated to save.

"We'll also be looking at financial planning around the world," adds Joel Bruckenstein, CFP, "and expanding on topics we have touched on in the past, such as tablets and iPads. We'll be discussing social media archiving and systems to aid in compliance. There will be a case study on the use of a Web-based document management system and we'll look closely at the contractual ramifications of operating fully in the cloud. As always, we'll be including sessions that cover 'what's new' in financial planning, CRM, document management, desktop portable management systems, and rebalancing."

"We're going to offer the attendees the opportunity to participate in round tables for networking purposes in lieu of attending breakout sessions in one of the time slots," adds Drucker. "We've found that conference attendees have much to offer each other, not just in terms of networking, but also as far as sharing experiences and best practices. We hope that the new format will transform the experience from one of viewing discussions to participating in them.

Read entire news release on Yahoo! Finance now.

Wednesday, March 30, 2011

T3 Technology Conference Reports Record Attendance at 2011 Event, Announces Dates and Location for T3 2012

FORT LAUDERDALE, Fla., March 30, 2011 -- David Drucker and Joel Bruckenstein, producers of the T3 Technology Tools for Today™ newsletter and annual conference, today released additional statistics and comments about the sixth annual T3 conference, held at the Grand Hyatt Weston in Florida February 16–19th, 2011. In addition, the conference organizers have now announced the dates and location for T3 2012.

Read news release on Yahoo! Finance now.

Monday, February 21, 2011

B-Ready's Linda Bready talks about outsourcing solutions at the T3 Conference 2011

Linda Bready of B-Ready Outsourcing Solutions, a company that provides virtual investment data management and performance reporting services to the professional investment advisor community, talks about outsourcing solutions for financial advisors at .

Watch the 1 minute video.

Learn more about Linda at

Virtual Solutions Consortium founders talk about financial advisor outsourcing options at #T32011

What if you could go one place online and
access a list of service providers?

Now you can.
Check out

Jen Goldman ( and Naomi Scrivener (, two of the leading outsource providers in the industry who were at the T3 Conference representing the Virtual Solutions Consortium (, talk about outsourcing options for financial advisors in this 1 minute video.

Sunday, February 20, 2011

Conrad Foster of CEO Image talks about paperless solutions at #T32011

Conrad Foster of CEO Image tells us why he's sponsored every T3 Conference since inception. He also talks about paperless solutions in this 1 minute video.

Hear what Conrad has to say.

Learn more about CEO Image and how you can improve your
productivity at

Trusted Advisors Consulting's Janet Davis: T3 conference well worth the trip

Janet Davis from Trusted Advisors Consulting shares her impressions as first-time attendee at the T3 Conference. Janet is a tax expert who provides outsource solutions to financial advisors. She came to network at the industry's premier "applied technology event."

Hear her comments in this 1 minute interview.

Envestnet's Blake Wood talks about the new standard in client care at T32011

Envestnet's Blake Wood talks about UMH and the new standard
in fiduciary client care in this 1 minute video interview
with our roving reporter Marie Swift.

Learn more about Blake at

Jon Patullo from TD Ameritrade Institutional talks tech at T3

Watch a 1 minute video interview with technology
product manager Jon Patullo from TD Ameritrade Institutional.

Jon talks about Veo Open Access and the T3 Conference.

Learn more about Jon at

Spenser Segal of Actifi gives thoughts on attending T3 Conference 2011

Spenser Segal from Actifi talks about the conference in this
1 minute video interview with our roving reporter Marie Swift.

Learn more about Spenser at

Oren Chaplin, Esq., tells advisors at T32011 how to minimize risk when outsourcing services

Attorney Oren Chaplin gives a preview of what he's about to talk about at the T3 Conference:
Risks involved when a financial advisor outsourcing services.

Learn more about Oren at

Mike Byrnes on attending the T3 Conference for the first time

Mike Byrnes is a practice management consultant to the industry. He attended the T3 conference for the first time in February 2011.

Hear his observations by watching the 1 minute video interview with Marie Swift from Impact Communications.

As a freelance writer, Mike also wrote several good articles about the T3 conference, one on Marie Swift's session how advisors can better use social media and build their online presence, and another on Peter Montoya's session on how marketing has evolved for financial advisors today. You can read these articles on

Learn more about Mike at

Saturday, February 19, 2011

Bob Veres Talks About Future of Profession, Technology Trends at #T32011

Bob Veres, publisher of Inside Information (, began the conference Wrap Up session by sharing his top takeaways from the 6th annual T3 Technology Tools for Today conference, held February 15-18, 2011 in Weston, Florida.

Hear what Bob has to say in this 10 minute video clip. You'll want paper and pencil in hand.

Wednesday, January 12, 2011

T3 Technology Conference to Offer Expert Commentary

Financial Planning Industry Leaders to Speak on State of the Art Topics and Visions for the Future

Dec 21, 2010 (Fort Lauderdale, FL) – David Drucker and Joel Bruckenstein, two of the financial planning industry’s most respected thought leaders and producers of the 6th Annual “T3” Technology Tools for Today™ Conference, today announced speakers and general session details for the conference to be held at the Grand Hyatt Bonaventure Hotel in Weston, FL February 16-19th, 2011.

“In addition to 25 great breakout sessions this year, we’ll have six general sessions and two ‘Super Sessions,’” said Drucker. “With Super Sessions, there are only two choices per time slot. General sessions are one per time slot, and breakout sessions are five per time slot.”

The general session “Great Expectations: Using Technology to Satisfy Increasingly Demanding Clients and Prospects … and Benefiting from It” will explore social changes that drive increased expectations and technology solutions that can help advisors answer these demands. This general session, presented by Brent Burns of Asset Dedication (, will then examine the resulting business benefits of new paradigms such as the cost savings associated with going green.

Another general session, “Portfolio Construction in a UMH Environment,” will be presented by Bill Crager, president of Envestnet ( In this session, Crager will explore techniques for portfolio construction and the potential benefits of the UMH approach for a fiduciary practice.

Dr. Martin Carmichael, the Chief Security Officer for TD Ameritrade Institutional (, will also be leading a general session (see Joel Bruckenstein’s comments about Carmichael’s February 2010 speech at the TD Conference here: This highly knowledgeable security executive with more than 20 years experience, is an expert in company threat and risk assessment methods, the design of secure environments, security problem solving and blending a business return on investment with corporate information protection needs.

In addition to sponsoring one of the general sessions, TD Ameritrade Institutional will also be showcasing their unique Veo Open Access solution in the exhibit hall (read summary by Investment News Technology Reporter Davis Janowski here: “The exhibit hall has always been a popular aspect of the conference. This year there will be nearly 70 technology booths for conference goers to explore,” adds Drucker.

Another general session, sponsored by Laserfiche (, “Inside Job: The Streamlining of a Wealth Management Enterprise through ECM (Enterprise Content Management)” presented by Rehman Financial will follow a growing wealth management firm’s journey as it addresses information management challenges by adopting ECM through the eyes of an individual advisor.

Quantuvis, a national consulting firm that specializes in business consulting to financial advisors and institutions (, will be presenting another general session. And, new this year, the conference will include two super sessions—one presented by Fidelity Institutional ( and the other by Neesha Hathi, Vice President of Advisor Technology Solutions at Charles Schwab Institutional (

The closing session will be lead by Bob Veres (, one of the most influential people in the financial planning profession. Often humorous and always entertaining, Veres will look toward the future of the financial planning profession through his real-world observations and experiences. “Bob is an insightful commentator,” says Joel Bruckenstein. “Sharing his vision for the future of our industry at the close of the event will provide a contextual framework for conference participants to integrate the knowledge and information they gain.”

In addition to the industry influentials named above, many other high profile industry experts will be contributing to the conference, including Deena Katz, a Texas Tech University faculty member (, who will lead a session on advisor technology platforms, and Marie Swift, President of Impact Communications, Inc. (, who will be providing insights on managing and leveraging social media.

For conference registration, sponsorship application and additional details, visit T3’s newly revamped website, Standard price of $ 375.00 ends on 2/15/2011 at 11:59 p.m. Late/Onsite price of $ 400.00 starts on 2/16/2011 at 12:00 a.m.

Follow the T3 Community at Watch a series of short videos from past T3 Conferences and read other important information at