Joel Bruckenstein talks with RegisteredRep TV about Technology Tools for Today's Successful Financial Advisor

View three-minute video interview now.

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.

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 www.ceoimage.com

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 www.envestnet.com.

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 www.tdameritradeinstitutional.com.

Spenser Segal of Actifi gives thoughts on attending T3 Conference 2011

Spenser Segal from Actifi talks about the #T32011 conference in this

1 minute video interview with our roving reporter Marie Swift.

Learn more about Spenser at www.actifi.com.

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

Watch the first 10 minutes of the closing session.

Bob Veres, publisher of Inside Information (www.bobveres.com), 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.

CEO Image and Fujitsu Build Buzz at T3 Tech Conference 2010

CEO Image Systems is a pioneering developer of scanning and electronic document management systems. Since 1993 the company has delivered software that provides organizations with powerful tools to re-engineer their record keeping processes, reduce time spent shuffling paper, and automate the storage and delivery of documents, and data.

The company incorporates a unique and comprehensive planning methodology for each project, with training and support that assure successful implementation. Have them organize your office today!

Thanks Conrad Foster and CEO Image for being a long-time friend to the T3 Community!

Learn more at www.ceoimage.com.

Mimeo Digital Printing Gets Rave Reviews from Our Marketing and PR Firm

Wow, wow, wow! Our PR and marketing firm is raving about this service. Print and ship with a click. America's #1 digital printer online. On average, Mimeo will cost up to 50% less than most local options including Office Superstores and digital print centers with the price of shipping included.

Try it - first order 50% off - www.mimeo.com.

Thanks for exhibiting at the T3 Technology Tools for Today conference in San Diego 2010.

Arcons Technology Shines at T3 Technology Tools for Today 2010 Conference

Arcons Technology, Inc. provides tools and a technology platform to manage traditional and alternative investments. Their products and services are specifically designed to meet their clients’ needs in the domains of asset accounting, complex reporting, performance management, rebalancing, custodial downloads and optimization.

They provide expert resources to implement and operate mission critical investment management systems.

Their technology products provide Schwab PortfolioCenter® and Advent Axys® portfolio accounting system users an easy way to manage pricing data, manage alternative investment products and complex client account ownership structures. They also tailor unique solutions for advisors clients to integrate their Portfolio Center or Axys® data into other systems and build analytical frameworks.

Their data migration and data aggregation solutions help Advent Axys/APX, Schwab PortfolioCenter® and Scottrade Portfolio Director users. They provide an easy way to get current custodial data and to move historical transactions from one system to another.

Learn more at www.arconstech.com.

B-Ready: the virtual, back-office outsourcing services to the professional investment advisor community

B-Ready Outsourcing Solutions, Inc. (B-Ready) provides virtual, back-office outsourcing services to the professional investment advisor community. They use PortfolioCenter®, Schwab Performance Technologies'® portfolio management and accounting system - a scalable and flexible platform to efficiently work with multiple custodians - to manage their clients' data.

B-Ready Outsourcing (B-Ready) provides a turn-key solution for the data management and performance reporting related to the advisor's investment clients. The typical advisor process involves the daily posting and reconciliation of investment data, a monthly capture of outside asset accounts not covered by electronic downloads, and a quarterly and year-end reporting process for account statements and advisor billing. B-Ready Outsourcing designs the process to fit the advisor's needs.

Visit www.b-readysolutions.com to learn more.

Finance Logix Makes Financial Planning Easy!

Finance Logix provides wealth management software solutions to financial services firms, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers. Their client-facing software products are designed to be highly intuitive and promote interactive client participation in the planning, executing, and tracking cycles of wealth management.

Check out Financial Planning Made Easy!

Total Rebalance Expert Offers Great Outsourcing Solution for Financial Advisors

Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who use Schwab PortfolioCenter® and who adhere to Modern Portfolio Theory (asset allocation).

The program is designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. The speed at which meaningful decisions can be made enables Advisors to significantly grow their practices because they can serve more investors, delivering very high-quality services.

Developed 2007-08, TRX is the brainchild of Sheryl Rowling, Cheryll Lurtz, and Debra Dold. In their professional practice, Sheryl and Debra saw the need for an automated rebalancing tool that could be easily integrated with an Advisor’s existing practice. They set out to create a simple yet powerful investment allocation analysis software that could be up and running with minimal set-up, and easily operated by anyone in the Advisor’s office.

Cheryll, a seasoned programmer with a financial background, teamed with Sheryl and Debra—both CPAs and Personal Financial Specialists—who contributed their extensive financial planning and investment advisory knowledge to the functional performance of TRX. They each have three decades of experience in their respective specialties. Together, they brought their vision to fruition.

Read more at www.trxpert.com.

Photos from T3 Conference in Dallas, February 2009

View Slide Show from Dallas 2009 T3 Conference
http://www.flickr.com/photos/35656840@N02/show/


View sampling of this year's conference presentations at
http://virtualofficenews.com/Links_Intro.asp?SPID=90237&Title=Links+w%2F+text&OrgID=2208

In conjunction with the conference videos posted on this blog site (below), we hope you will see and appreciate the quality of presenters and other resources T3 brings you.

Conquer Market Woes with Technology

Marie Swift's article on Conquering Your Market Woes with Technology is now "live" on Financial Advisor magazine's website.

T3 Conference: Another Home Run

Sydney LeBlanc, editor-in-chief of the new digital magazine Transitions, interviewed David Drucker about the T3 Conference held Februrary 2009 in Dallas.

In addition to reading the content of the article, you'll definitely want to check out Transitions - a new and very snazzy digital publication that uses new technology to make pdfs interactive.

SIGN UP FOR A FREE SUBSCRIPTION WHILE YOU'RE THERE!

Read article as interactive e-zine:
http://transitions-mag.com/april_2009.html
(full layout and photos included)

Read article as html:
http://www.transitions-mag.com/wp/?cat=306

OneVoice RIA - Video Clip - T3 Conference Dallas 2009

Gobind Daryanani talks about a new public awareness campaign called OneVoice RIA while at the T3 Technology Tools for Today conference in Dallas 2009.



Learn more at www.onevoiceria.com.

What is Twitter and Why Should I Care?

If you haven’t heard of twitter, it’s a new “micro-blogging” platform that’s currently experiencing exponential growth. Micro-bloging means that your updates are limited to just 140 characters, so it’s more of a quick status update than a though-out blog post.

Here’s the big secret to twitter - forget the technology, forget the weird terminology, forget the iphone applications. Twitter is just another way to keep in touch and build relationships.

And twitter is one of the most convenient, easy, and FUN ways to make new friends and keep in touch with old ones.

Have you ever wanted to stay in touch with someone but weren’t sure exactly how to do so? You know what I mean, that “just wanted to say hi!” email or searching desperately for some kind of article that they would be interested in but haven’t seen already just for an excuse to touch base with them.

Twitter is THE solution for keeping in touch with thousands of people at once, and building authentic relationships at the same time.

So how does this all relate to business? First of all, people do business with those that they know, like, and trust. This will always be true and we’re lucky to be living an age where it’s easier than ever to build genuine rapport will people all over the world. Once people have gotten to know you via twitter, the transition to a business relationship is effortless. And the opportunity for collaboration with other entrepreneurs is huge.

If you’ve been scared or confused by twitter I want encourage you to give it a try.

You can start by following http://www.twitter.com/t3fan then check out who we’re talking to to find more people to follow. (And I can guarantee that you will be surprised by how many people you know are already on twitter!)

Take your mind off the new technology, and instead put yourself in the mindset that you’re just at a big old party making friends!

~ Marie Swift, PR Pro

T3 Mission Control.

This year, you will find a table either at the entrance to the exhibit hall or near the registration desk that we are calling "T3 Mission Control."

Visit this table for information on pre-registration for next year's T3 (both attendees and sponsors) and other opportunities - such as video interviews, photo ops with industry influentials and T3 peers, guest blogging and guest Twitter invitations and more.