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.